Superinvestors and the Art of Worldly Wisdom #17: Kiril Sokoloff on Identifying the Next Big Thing
Nov 28, 2017
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
13D: A Global Strategy and Research Firm
01:35 • 2min
What I Learned This Week
03:51 • 2min
The Importance of Time Frames in the Markets
05:47 • 5min
The Importance of Studying Your Big Wins
10:41 • 4min
The History of Cycles
14:48 • 4min
The Rise of China and the Commodity Crisis
18:26 • 6min
The Fed's Unwinding of Huey
24:08 • 2min
The Dollar Bear Market for the Next Few Years
26:21 • 2min
The Importance of Interest Rates in the Economy
28:06 • 3min
The Risks of a Free Fall in the Dollar
31:08 • 5min
The Importance of Inflation in Japan
36:24 • 3min
The Effect of Buybacks on the Stock Market
39:53 • 2min
The Ponzi Scheme in the Stock Market
42:04 • 4min
The Nikkai Breaks Out, Breaking Its Downtrend
45:44 • 2min
The Backlash Against Big Tech
47:49 • 4min
The Implications of Market Action
51:47 • 2min
The Effect of Market Action on False Breakouts and Breakdowns
53:43 • 2min
The Importance of Time Management
55:34 • 2min
Connecting the Dots
57:41 • 4min
The Late Mover Advantage
01:01:11 • 3min
The Art of Contradictory Thinking
01:03:51 • 3min
How to Keep Up With Your Ideas
01:06:51 • 2min