TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
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Navigating the Credit Cycle
This chapter explores the significance of the credit cycle within the economic landscape, highlighting how borrowing behavior impacts growth and asset prices. It examines current lending standards, interest rates, and the relationship between rising rates and the real estate market, linking these to past housing crises. Additionally, it delves into the interconnectedness of economic cycles and the importance of using various metrics to understand market dynamics.
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