IN THIS EPISODE, YOU'LL LEARN:
- Current risks posed by supply chain disruption and food shortages.
- Why the most contrarian bet today is too short commodities.
- The recent fall of Netflix and how other tech stocks might follow suit.
- Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
- How David thinks through valuation and where the US stands today, compared to the global market.
- Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
- What they are and why we should consider them, in addition to another asset called Business Development Companies.
- And a whole lot more!
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.
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- 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.
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- Browse through all our episodes (complete with transcripts) here.
- Support our free podcast by supporting our sponsors.
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