Manage episode 327677052 series 1394353
IN THIS EPISODE, YOU'LL LEARN:
- 01:41 - Current risks posed by supply chain disruption and food shortages.
- 05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
- 14:39 - Why the most contrarian bet today is too short commodities.
- 13:17 - The recent fall of Netflix and how other tech stocks might follow suit.
- 27:12 - How David thinks through valuation and where the US stands today, compared to the global market.
- 32:39 - Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
- 53:18 - What they are and why we should consider them, in addition to another asset called Business Development Companies.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Money for the Rest of Us Website.
- Money for the Rest of Us Book.
- Money for the Rest of Us Podcast.
- David Stein Twitter
- CEF Connect Screener.
- DSU CEF.
- Oaktree CEF.
- Amplify Income ETF.
- VanEck BDC.
- Trey Lockerbie Twitter.
- Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .
- New to the show? Check out our We Study Billionaires Starter Packs.
- Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
- Find Pros & Fair Pricing for Any Home Project for Free with Angi.
- Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.
- Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
- Buying or selling Gold is as easy as buying a stock with Vaulted. No minimum investment required.
- Discover how leading companies, from cloud-native startups to global enterprises, are automating, simplifying and optimizing their cloud infrastructure with Spot by NetApp.
- Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.
- Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance.
- Live local in Melbourne and enjoy $0 Stamp Duty*!
- The interval fund, a breakthrough innovation. Only at Mackenzie.
- Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.
- Invest in crypto and trade it without tax headaches with AltoIRA.
- Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.
- Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.
- Design is already in your hands with Canva. Start designing for free today.
- Browse through all our episodes (complete with transcripts) here.
- Support our free podcast by supporting our sponsors.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!