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 cycles
• Why 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.

For more information on this episode click here.

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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