Intro

This chapter examines the decline of Netflix and its broader effects on the tech sector, while also addressing the implications of Evergrande's crisis and global supply chain issues. It highlights the rising costs of fertilizers amidst geopolitical tensions and introduces closed-end funds and business development companies as investment opportunities.

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Episode notes

IN THIS EPISODE, YOU'LL LEARN:

01:41 - Current risks posed by supply chain disruption and food shortages.
05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
14:39 - Why the most contrarian bet today is too short commodities.
13:17 - The recent fall of Netflix and how other tech stocks might follow suit.
27:12 - How David thinks through valuation and where the US stands today, compared to the global market.
32:39 - Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
53:18 - What they are and why we should consider them, in addition to another asset called Business Development Companies.
And a whole lot more!

*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.
Money for the Rest of Us Website.
Money for the Rest of Us Book.
Money for the Rest of Us Podcast.
David Stein Twitter
CEF Connect Screener.
DSU CEF.
Oaktree CEF.
Amplify Income ETF.
VanEck BDC.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .

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