TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein
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.
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