AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
The Long Term Death Cycle
David Frum: Redelio has this framework of what he calls the short term death cycle, which happens every five eight years. He says it's incredibly difficult to invest based on a long term debt cycle because well, our time frame is not 75 years. And when you have such very long cycles, it doesn't end on one year. It could be plus or minus 10 years to where it actually ends,. That's why our approach is to look at where are we now? Yeah, we're at very high debt levels. But has something changed to where deleveraging has taken place? Or the behavior of businesses or household is changing?"
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode