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How To Invest Based on Cycles
Manage episode 337349707 series 2137790
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
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
Mastering The Market Cycle by Howard Marks
Related Episodes
173: Should You Invest Based On Cycles
224: Mastering the Market Cycle – Howard Marks
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
513 episodes
Manage episode 337349707 series 2137790
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
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
Mastering The Market Cycle by Howard Marks
Related Episodes
173: Should You Invest Based On Cycles
224: Mastering the Market Cycle – Howard Marks
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
513 episodes
All episodes
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