08.10.2022 - By J. David Stein
This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles.
Topics covered include:What are different types of cyclesWhy do cycles have subjective start and end dates.Why do coincidences happen so often.How to position investment portfolios based on cycles.How luck and skill play a role in investing.Why it is better to invest based on calibrating risk rather than prediction.
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Show Notes
Weiss Research
Weiss Research SEC Action
Foundation For The Study of Cycles
Fluke: The Math and Myth of Coincidence by Joseph Mazur
A Spectral Analysis of World GDP Dynamics – Andrey V. Korotayev and Sergey V. Tsirel
Howard Marks – Yet Gain?
Mastering The Market Cycle by Howard Marks
Related Episodes
173: Should You Invest Based On Cycles
224: Mastering the Market Cycle – Howard Marks
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