TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 6 May 2022
⏱️ 61 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:03.2 | On today's show, we have David Stein back to educate us on assets of the market that are |
| 0:07.7 | likely overlooked or underappreciated. |
| 0:10.3 | David is the host of the popular podcast Money for the Rest of Us, an author of the book |
| 0:14.8 | by the same name. |
| 0:15.8 | He's a previous allocator for endowments and brings a wealth of knowledge to our very |
| 0:19.9 | wide-ranging discussion. |
| 0:21.6 | For example, we discuss current risks posed by supply chain disruptions and food shortages. |
| 0:27.2 | By the most contrarian bet today is to short commodities. |
| 0:30.5 | The recent fall of Netflix and how other tech stocks might follow suit, updates on Ever |
| 0:35.1 | Grande, China, and Munger's recent bipolar trade on Alibaba, how David thinks through |
| 0:40.4 | valuation and where the US stands today compared to the global market. |
| 0:44.4 | Why closed-end funds are likely an overlooked asset trading on the New York Stock Exchange, |
| 0:48.9 | what they are and why we should consider them in addition to another asset called Business |
| 0:52.6 | Development Companies. |
| 0:54.6 | That and a whole lot more. |
| 0:55.8 | I learned so much from this discussion and I hope you do as well. |
| 0:59.1 | It's always a pleasure to have David back on the show. |
| 1:01.5 | So without further ado, here's my conversation with David Stein. |
| 1:06.1 | You are listening to the Investors Podcast where we study the financial markets and read |
| 1:14.4 | the books that influence self-made billionaires the most. |
| 1:17.6 | We keep you informed and prepared for the unexpected. |
... |
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