TIP478: Market Cycle Masterclass w/ David Stein

Sep 25, 2022

Listen in Apple Podcasts Pocket Casts Castro

This episode isn’t summarized yet

Create a free account and summarize it. In a few minutes you’ll have the key takeaways and a section-by-section summary.

Create a free account Sign in

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

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:

SimpleMining

Hardblock

AnchorWatch

Human Rights Foundation

Unchained

Vanta

Shopify

Onramp