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Description:
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In this week’s episode we discuss:
-industry cycles and why they repeat
-industry CAPE ratios
-why supply matters as well as demand
-focussing on statistics over stories
-a very simple method for investing in sector ETFs!
Books mentioned:
Geoffrey West – Scale
Jonathan Tepper – The Myth of Capitalism
James O’Shaughnessy – What Works on Wall Street
Edward Chancellor – Capital Returns: Investing Through the Capital Cycle
Jeremy Siegel – The Future for Investors: Why the Tried and the True Triumph over the Bold and the New
Thanks for listening!
Download a free chapter from our book ’Low Rates, High Returns’
https://www.lowrateshighreturns.com/podcast
Pete Wargent
https://www.petewargent.com/
https://www.linkedin.com/in/pete-wargent-37228322/
Stephen Moriarty
https://twitter.com/SGM63 |
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