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TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
The Long Term Death Cycle
David Frum: You see mean reversion in active investment styles, even within what's generally considered a category such as small cap value. Redelio has this framework of what he calls the short term death cycle, which happens every five eight years. He says these cycles all add up to the long-term that cycles, which happen every 75 to 100 years. All right, back to the show. Could you please outline Delio's thesis and whether you agree with his framework about long term death cycles?
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