Is This Kind of a Good Time to Buy the Dip?

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A lot of our listeners right now might be wondering, is this kind of a good time to buy the dip? We often hear these are once in a lifetime opportunities to have these types of downturns. So I think bear markets are there for a reason. Lightning never strikes twice in the same area. Think about what the next bull market is going to be. It's not going to be in the same place. it never is.

IN THIS EPISODE, YOU’LL LEARN:

02:52 - Louis’s current assessment of the global economy and financial markets.
06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.
07:52 - Is now the time to buy the dip or remain more defensive?
07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.
10:39 - Why he believes the energy sector is in a new structural bull market.
17:54 - Louis’s outlook on Chinese equities including Alibaba, and emerging markets.
26:08 - How to construct a well built portfolio using Louis’s 6 building blocks framework, and examples of investments that fall into each.
36:26 - Louis’s 4 quadrant framework used to link different macro environments to an appropriate investing strategy.
40:49 - Why gold hasn’t performed as expected this year in USD terms, and Louis outlook going forward.
47:48 - Why Louis thinks moving to a deflationary bust is not likely.
52:40 - The risk of China de-dollarization, what this means and what implications this would have for global markets.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Check out Louis’s Book: Avoiding the Punch: Investing in Uncertain Times.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.

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