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We Study Billionaires - The Investor’s Podcast Network
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
Feb 3, 2023
01:09:41
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Quick takeaways
- The similarities between the 1920s and the present day highlight the presence of speculative surges in markets, raising questions about the potential for a 'roaring 20s' or slower recovery.
- During inflationary times, momentum tends to be the best-performing factor while size is the worst-performing, and energy performs the best among sectors while consumer staples perform the worst, providing insights for investment strategies.
Deep dives
Similarities Between 1920s and Current Times
The podcast episode highlights the similarities between the 1920s and the present day. Both periods experienced a pandemic followed by social unrest and protests, as well as speculative surges in the markets. The question now is whether we will see a true 'roaring 20s' or a slower recovery. One parallel is the presence of speculation in largely unregulated asset classes, such as equities in the 1920s and crypto today.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode