TIP478: Market Cycle Masterclass w/ David Stein

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

We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU’LL LEARN:

  • 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




NEW TO THE SHOW?




SPONSORS

Support our free podcast by supporting our sponsors:


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...
 

Similar threads

W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
12
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
13
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
15
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
12
We Study Billionaires - The Investor’s Podcast
W
Back
Top