
Ep. 18 – Kuntal Shah on Market Cycles, Lessons from Financial History, and Twelve Equations of Life
The One Percent Show with Vishal Khandelwal
What Are the Common Traits of Market Cycles?
Long term thinking is the only edge that you have. It's not analtic aledge. Everyone has the same information. People are smarters who it's not edge, right? The cycles keep repeating again and again. And while they don't repeat exactly in like manner, they definitely rhine. To put an analogy to this, weshall these cycles are like sequels of successful movies, like s indiana jones. They all have predictable, common plot narratives and usual ingredients thrown in. So what i've observed is rising liquidity and low interest rate, coupled with catalyst, which has a seductive narrative, is usually the real reason why the booms happen. And the con
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