Logo
    Search

    market correction

    Explore "market correction" with insightful episodes like "US Inflation Surprise, Towers of Debt & Russia's Migrant Workers", "No Mercy / No Malice: 2022 Predictions Review", "No Mercy / No Malice: Bottom’s Up?", "TIP466: The Bear Has Arrived w/ Jeremy Grantham" and "Mania and Smoke Signals in the Markets — with Richard Kramer" from podcasts like ""Bloomberg Daybreak: Europe Edition", "The Prof G Pod with Scott Galloway", "The Prof G Pod with Scott Galloway", "We Study Billionaires - The Investor’s Podcast Network" and "The Prof G Pod with Scott Galloway"" and more!

    Episodes (11)

    US Inflation Surprise, Towers of Debt & Russia's Migrant Workers

    US Inflation Surprise, Towers of Debt & Russia's Migrant Workers

    Your morning briefing, the business news you need in just 15 minutes.

    On today's podcast:

    (1) US consumer prices jumped at the start of the year, stalling recent disinflation progress and likely delaying any Federal Reserve interest-rate cuts.

    (2) The global bond rally that started in December with the hope that the Federal Reserve had finally pivoted to favor interest-rate cuts has evaporated.

    (3) UK inflation data will likely show that both the headline and services figures accelerated in January.

    (4) Russia is relying on thousands of workers from neighboring countries to undertake the multi-billion-dollar reconstruction in the occupied territories of Ukraine.

    (5) Since the Covid-19 pandemic upended the use of real estate around the world, lenders have had little incentive to get tough on borrowers squeezed by soaring interest rates and take on loans that had lost value. For many, the time to wait it out is nearing its end.

    (6) Less than an hour after issuing its earnings, Lyft Chief Financial Officer Erin Brewer joined a call with analysts and said the company is actually expecting margins to expand by 50 basis points — not 500.

    See omnystudio.com/listener for privacy information.

    TIP466: The Bear Has Arrived w/ Jeremy Grantham

    TIP466: The Bear Has Arrived w/ Jeremy Grantham
    IN THIS EPISODE, YOU’LL LEARN: 01:44 - Where Jeremy thinks we’ll go from here! 06:10 - Why he believes rates will climb higher for longer. 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s. 29:03 - Why important resources are in short supply. 42:29 - The best technologies fighting climate change. 1:01:17 - The risk in Emerging and other markets outside of the US. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. GMO's Website. Jeremy’s Papers. Grantham Foundation Website. Related Episode - TIP371: The Top Of The Cycle w/ Jeremy Grantham. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our favorite Apps and Services. New to the show? Check out our We Study Billionaires Starter Packs. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Mania and Smoke Signals in the Markets — with Richard Kramer

    Mania and Smoke Signals in the Markets — with Richard Kramer
    Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.  Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.  Algebra of Happiness: be effective. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson

    TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson
    IN THIS EPISODE, YOU'LL LEARN: 02:03 - How Vitaliy is thinking through today’s market. 21:06 - When active value investing is too active. 31:50 - How to develop better habits. 40:24 - What Vitaliy has learned from Stoicism. 55:59 - How honing your art and craft is essential for investing and other areas of life. 59:48 - What we can learn from classical composers as well as painters such as Van Gogh. 01:08:34 - The equation for a meaningful life. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Soul in the Game Book. Vitaliy Katsenelson Twitter. Contrarian Edge Website. IMA's Website. Between Races Poem.  Trey Lockerbie Twitter. Related Episode: Value Investing And Market Cycles w/ Vitaliy Katsenelson. Related Episode: Discovering Value Investments w/ Vitaliy Katsenelson. Check out our favorite Apps and Services. New to the show? Check out our We Study Billionaires Starter Packs. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel 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! Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bonus Episode: Plunging Markets, Crypto Winters, and Elon’s Twitter Deal — with David Yermack

    Bonus Episode: Plunging Markets, Crypto Winters, and Elon’s Twitter Deal — with David Yermack
    David Yermack, a professor of Finance and Business Transformation at the Stern School of Business, joins Scott for a special reports episode on how to think about the current stock market and crypto volatility. We also learn more about whether Elon can actually back out of his deal to acquire Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

    E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

    0:00 Bestie catchup and Friedberg intros!

    4:40 Breaking down current macro risks, Great Recession comparisons

    31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

    41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

    58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

    1:13:21 Psychological impact of investing after taking huge losses

    1:29:00 Predictions on how the market shakes out

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow the pod:

    https://twitter.com/theallinpod

    https://linktr.ee/allinpodcast

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/cullenroche/status/1524441227931774976

    https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

    https://www.bls.gov/news.release/realer.nr0.htm

    https://www.federalreserve.gov/releases/g19/current/default.htm

    https://www.longtermtrends.net/home-price-median-annual-income-ratio

    https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

    https://twitter.com/Jason/status/1523780820112007168

    https://fred.stlouisfed.org/series/CIVPART

    https://www.dol.gov/ui/data.pdf

    https://twitter.com/TheBenSchmark/status/1522669777478684672

    https://twitter.com/AndrewE_Dunn/status/1523653942252826624

    https://twitter.com/mattturck/status/1524773379416408064

    https://twitter.com/jonsakoda/status/1522625236130144256

    https://cloudedjudgement.substack.com

    https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

    https://twitter.com/ZoeSchiffer/status/1523017143939309568

    https://twitter.com/BurryArchive/status/1524504399070081025

    https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

    https://twitter.com/Airbnb/status/1524379284260892674

    TPP326: Are rental prices out of control?

    TPP326: Are rental prices out of control?

    This week on The Property Podcast, The Robs are talking economics and looking at data to see whether rental prices really are out of control.

    It’s certainly an episode worth listening to because we’ve got something exciting coming up...

    Yes, we’re going to be those people who tease you about something coming up next week and make you wait a whole 7 days to see what it is - sorry! What we can tell you though is that it’s very exciting and it’s exclusively for you - our podcast listeners. So whether you listen to The Property Podcast regularly or you’re only a few episodes in. Make sure you tune in next week when we reveal all!

    In recent headlines, it’s been said that renting is unaffordable, and action is needed. Maybe even rent controls. But is this true?

    Zoopla has recently brought out a really interesting report. They’ve taken their own rental data, compared it with average wages and looked at the period between 2007 and 2018 to see how affordability and rent levels have changed over that period.

    The conclusions are actually quite surprising, so The Robs dig right in on today’s episode.

    The three main topics Rob & Rob discuss today are:

    • The raw rentals
    • Rents compared to earnings
    • Regional breakdown

    So tune into this week’s episode as Rob & Rob see whether renting really is unaffordable. Give the Zoopla report a read and let us know what you think.

    And in this week’s Hub Extra, Rob D is recommending something he uses regularly. It’s a meditation app called Waking Up, developed by a guy named Sam Harris. Sam is a neuroscientist, philosopher, author, podcaster and an all-around interesting guy.

    This app is a series of guided meditation and lessons - which isn’t dissimilar to other apps, but for Rob D, it’s Sam’s approach that has been the gamechanger. So if you’ve been struggling to make meditation stick or can’t seem to get into it, give this one a try and see if it helps.

    And in the news this week, The Robs are loving the headlines from The Daily Express. The one which caught their attention is ‘Corbyn’s garden tax: ‘DISASTROUS’ for property market and will hit families and pensioners’.

    Rob D voices a bit of an unpopular opinion on this. But both of The Robs don’t think it’s half as bad as the media are making out. Essentially it’s just a rebranding of council tax. In fact it might make things fairer!

    However it was also announced that Labour are proposing that landlords pay tenants’ council tax bills. Needless to say, this sparked a bit of a heated debate, especially over on our Instagram.

    We’d love to hear what you think of this week’s Property Podcast over on Facebook, Twitter or Instagram. You might even have a topic you’d like us to cover in the future - if so, pop us a message on social and we’ll see what we can do.

    Make sure you’ve liked and subscribed to our brand new YouTube channel where we upload new content every week!


    If that wasn’t enough, you can also join our friendly property community on the Property Hub forum.

    See omnystudio.com/listener for privacy information.

    The Investing Show special - introducing our new podcast

    The Investing Show special - introducing our new podcast

    Hello, I’m Simon Lambert, the editor of This is Money, and I’d like to introduce you to our new podcast the Investing Show.

    It is not replacing the weekly This is Money podcast that you know and love.

    But it is the new podcast of our popular video show that helps you to make more of your money, through smarter investing.

    Every fortnight we invite fund managers and professional investors to explain how they invest and tell us about the companies and parts of the world that they think will deliver the best returns in the future.

    It’s an opportunity to get under the skin of the investment world and find out how the people who run tens of millions of pounds of investors’ money really work and think.

    We wanted to give our regular podcast readers a chance to listen to this new show, so we are publishing it here in the This is Money podcast feed as a one-off.

    On this week's show, we speak to the ever entertaining Tom Becket, chief investment officer at Psigma Investment Management, and get his views on whether US shares and the Faang stocks are overvalued, where the world's best investment opportunities lie and if the UK stock market is cheap enough to go fishing in yet.

    Please give it a listen and if you like it look out the next show - or even better subscribe - in our new Investing Show channel at your podcast provider, or at www.thisismoney.co.uk/investingshow