Intro

This chapter explores the relationship between market cycles and human behavior, focusing on emotions like fear and greed. It highlights how investor actions shape trends in asset prices and underscores the importance of recognizing these cycles for effective investment strategies.

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Episode notes

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

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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.

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