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Sep 2022
1h 10m

TIP478: Market Cycle Masterclass w/ Davi...

The Investor's Podcast Network
About this episode

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.


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