Economic Transformations Post-Pandemic

This chapter explores the anticipated economic changes following the pandemic, highlighting wealth redistribution and the shift towards self-sufficiency in essential industries. It also critiques modern portfolio theory and emphasizes a reevaluation of risk in investment strategies.

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Episode notes

We’ve collected some important audio clips from some of the most prominent investors in the world. The clips cover topics such as hospitality, real estate market, education, social media monopolies, for sales from Chinese governments to U.S. based businesses, and much more.

IN THIS EPISODE, YOU’LL LEARN:

Where Ray Dalio predicts money to flow after COVID-19 is over.
How Peter Thiel thinks about how technology is changing education from the outside in.
How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors.
Eric Schmidt's thoughts about big tech monopolies and the dominance of the App stores.
Ask The Investors: What is the Modern Portfolio Theory and should I use it?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s review of Ray Dalio’s book, Principles.
Preston and Stig’s review of Ray Dalio’s book, Big Debt Crises.
Preston and Stig’s review of Peter Theil’s book, From Zero to One.

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