IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:12 – Current risks posed by supply chain disruption and food shortages
0:04:40 – Updates on Evergrande and China
0:06:51 – Birthrate and demographic crisis
0:08:20 – China and US stock market compared to the global GDP ratio
0:10:13 – Munger’s recent bipolar trade on Alibaba
0:13:45 – The recent fall of Netflix and how other tech stocks might follow suit
0:15:15 – Why the most contrarian bet today is to short commodities
0:20:22 – Inflation
0:25:27 – How David thinks through valuation and where the US stands today, compared to the global market
0:30:57 – Buyback shares
0:33:15 – Why Closed End Funds are likely an overlooked and underappreciated asset trading on the NYSE
0:33:15 – What they are and why we should consider them, in addition to another asset called Business Development Companies
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB445
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?BOOKS MENTIONED:
– Money for the Rest of Us by David Stein – https://amzn.to/38Q973C
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??PAST EPISODES MENTIONED
– Evergrande Crisis | Chinese Stock Market Collapse w/ David Stein (TIP384) – https://youtu.be/XtIy23b2W-o
?OTHER RESOURCES
– Stig’s Twitter Account – https://twitter.com/stig_brodersen
– David’s Twitter Account – https://twitter.com/jdstein?lang=en
– Money for the Rest of Us Website – https://moneyfortherestofus.com/
– Money for the Rest of Us Podcast – https://moneyfortherestofus.com/episodes/
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LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
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