TIP478: Market Cycle Masterclass w/ David Stein

A.D.D

75 min•0 plays•0 favorites

Business Knowledge

Description

IN THIS EPISODE, YOU’LL LEARN:<ul><li>01:10 - Why we have cycles.</li><li>02:11 - What the credit cycle is.</li><li>09:16 - How are cycles interrelated.</li><li>11:53 - Where we are in the real estate cycle.</li><li>17:55 - Where we are right now in the cycle.</li><li>25:35 - How adjusting risk to your portfolio depends on the market cycle.</li><li>31:02 - Why junk bonds might be a good investment depends on the credit cycle.</li><li>36:10 - Which questions to ask an asset manager.</li><li>39:32 - How to evaluate a track record.</li><li>50:50 - Why assets managers like to talk about their mistakes.</li><li>1:08:15 - How to think about risk and reward.</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES<ul><li>Listen to David Stein’s podcast, <a href="https://moneyfortherestofus.com/episodes/" rel="noopener noreferrer" target="_blank">Money For the Rest of Us</a>.</li><li>Visit David Stein’s <a href="https://moneyfortherestofus.com/" rel="noopener noreferrer" target="_blank">Website</a>.</li><li>Visit David Stein’s <a href="https://www.youtube.com/c/MoneyFortheRestofUs" rel="noopener noreferrer" target="_blank">YouTube channel</a>.</li><li>Listen to our interview with David Stein about <a href="https://www.theinvestorspodcast.com/episodes/the-fall-of-netflix-and-overlooked-assets-w-david-stein/" rel="noopener noreferrer" target="_blank">Netflix</a>.</li><li>Listen to our interview with David Stein about <a href="https://www.theinvestorspodcast.com/episodes/evergrande-alibaba-and-the-collapse-w-david-stein/" rel="noopener noreferrer" target="_blank">Evergrande, Alibaba, and the Collapse</a>.</li><li>Our interview with Howard Marks about <a href="https://www.theinvestorspodcast.com/episodes/howard-marks-credit-cycles/" rel="noopener noreferrer" target="_blank">Mast