TIP 071 : Value Investing Questions from the Audience and Benjamin Franklin by Walter Isaacson
We Study Billionaires - The Investor’s Podcast Network
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Global Stock Market Cap Fluctuations and Concerns about Credit Cycles
The chapter examines the rise and fall of the global stock market cap from 2011 to present, stressing the significant impact of $30 trillion gain followed by a $15 trillion loss. It delves into the self-reinforcing nature of credit cycles and the risks they pose to the economy without intervention. The speakers critique the US Fed's rate tightening policy and analyze the global economic landscape in light of currency dominance, oil prices, and investment strategies.
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