TIP478: Market Cycle Masterclass w/ David Stein


Manage episode 342133961 series 1394353
By Stig Brodersen and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.


  • 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.



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646 episodes