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 cyclesWhy 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. Show Notes Weiss Research Weiss … [Read more...]
384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What the risks are. Topics covered include: What is a bull and bear marketHow long have earlier commodity bull and bear markets lasted and what were the returnsWhat led to the current commodity bear market that began in 2011How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, … [Read more...]