TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.



IN THIS EPISODE, YOU’LL LEARN:

  • Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for
  • Why commodities are priced to perform well
  • Why there is an opportunity in emerging markets
  • How to estimate the correct discount rate
  • Ask The Investors: How should I position myself given the current market conditions?



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