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Indhold leveret af Stig Brodersen and The Investor's Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stig Brodersen and The Investor's Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

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Manage episode 327677052 series 1394353
Indhold leveret af Stig Brodersen and The Investor's Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stig Brodersen and The Investor's Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

SPONSORS

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

881 episoder

Artwork
iconDel
 
Manage episode 327677052 series 1394353
Indhold leveret af Stig Brodersen and The Investor's Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stig Brodersen and The Investor's Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

SPONSORS

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

881 episoder

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