TIP478: Market Cycle Masterclass w/ David Stein

1h 7m ·

TIP478: Market Cycle Masterclass w/ David Stein


  • 01:10 - Why we have cycles.
  • 02:11 - What the credit cycle is.
  • 09:16 - How are cycles interrelated.
  • 11:53 - Where we are in the real estate cycle.
  • 17:55 - Where we are right now in the cycle.
  • 25:35 - How adjusting risk to your portfolio depends on the market cycle.
  • 31:02 - Why junk bonds might be a good investment depends on the credit cycle.
  • 36:10 - Which questions to ask an asset manager.
  • 39:32 - How to evaluate a track record.
  • 50:50 - Why assets managers like to talk about their mistakes.
  • 1:08:15 - How to think about risk and reward.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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  • Roober54

    Love the podcast, good episode and clear audio! Keep these comming


    Daily listen podcast this is <3

    2 months ago·6 likes·

    Good stuff keep it up

    2 months ago·5 likes·
  • Evaa22

    10:30 til around 20:00 is a great part

    ·1 like·

    Overly cool m8

    2 months ago·6 likes·

    Great episode loved 12:30 the most good interview

    2 months ago·9 likes·
  • Markus

    Good stuff keep it up


    Is that a prop 😂

    2 months ago·9 likes·

    Very thought out! Can't wait to try it out.

    2 months ago·5 likes·

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