W
We Study Billionaires - The Investor’s Podcast
Guest
IN THIS EPISODE, YOU’LL LEARN:
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
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- 01:10 - Why we have cycles.
- 02:11 - What the credit cycle is.
- 09:16 - How are cycles interrelated.
- 11:53 - Where we are in the real estate cycle.
- 17:55 - Where we are right now in the cycle.
- 25:35 - How adjusting risk to your portfolio depends on the market cycle.
- 31:02 - Why junk bonds might be a good investment depends on the credit cycle.
- 36:10 - Which questions to ask an asset manager.
- 39:32 - How to evaluate a track record.
- 50:50 - Why assets managers like to talk about their mistakes.
- 1:08:15 - How to think about risk and reward.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Listen to David Stein’s podcast, Money For the Rest of Us.
- Visit David Stein’s Website.
- Visit David Stein’s YouTube channel.
- Listen to our interview with David Stein about Netflix.
- Listen to our interview with David Stein about Evergrande, Alibaba, and the Collapse.
- Our interview with Howard Marks about Mastering the Market Cycle.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- River
- Toyota
- TurboTax
- Fidelity
- Meyka
- NDTCO
- Fundrise
- iFlex Stretch Studios
- Public
- NerdWallet
- American Express
- Shopify
- NetSuite
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Continue reading...