Money For the Rest of Us

How To Invest Based on Cycles

Aug 10, 2022

37:28

Highlights

AI Chapters

Episode notes

The Efficient Market Hypothesis

02:18

Investing in Cycles

05:15

How to Control Your Emotions

02:46

Introduction

2min

Are You Using These Time Honored Economic Cycles to Make Investment Decisions?

4min

Is There a Date?

1min

The Theory of Cycles

3min

Tossing a Head or a Tail With a Coin

3min

Is There Any Validity to Cycles?

2min

Is There Any Truth to This?

3min

Investing Is Not Black or White, in or Out, Risky or Safe

2min

How to Control Your Emotions

3min

10.

Investing in Cycles

5min

11.

The Efficient Market Hypothesis

2min

12.

I Believe I Have Investment Skill

5min

13.

Investing Based on Market Cycles

3min

This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles.

Topics covered include:

What are different types of cycles
Why do cycles have subjective start and end dates.
Why do coincidences happen so often.
How to position investment portfolios based on cycles.
How luck and skill play a role in investing.
Why it is better to invest based on calibrating risk rather than prediction.

For more information on this episode click here.

Show Notes

Weiss Research

Weiss Research SEC Action

Foundation For The Study of Cycles

Fluke: The Math and Myth of Coincidence by Joseph Mazur

A Spectral Analysis of World GDP Dynamics – Andrey V. Korotayev and Sergey V. Tsirel

Howard Marks – Yet Gain?

Mastering The Market Cycle by Howard Marks

Related Episodes

173: Should You Invest Based On Cycles

224: Mastering the Market Cycle – Howard Marks

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