TIP173: Stock Market Melt-up with Richard Duncan (Business Podcast)

TIP173: Stock Market Melt-up with Richard Duncan (Business Podcast)

On today’s show, we bring back a guest that often yields some of the biggest praise from our listeners. His name is Richard Duncan and this is the third time we’ve had him on the show. Richard comes with a wealth of knowledge and over 30 years of experience working for organizations like the World Bank, the IMF, large cap asset management companies, and many more. He’s the author of three incredible books that discuss macro economics and how the world of finance functions in a fiat world. During today’s discussion we’re going to talk about the bond market and how it’s yield is potentially creating an environment for the stock market to go even higher. Richard outlines some interesting points about how central banks are going to act in 2018 and what that means for overall market movements. So with that, let’s roll. IN THIS EPISODE, YOU’LL LEARN: Why and how the bond yield curve can signal a stock market high. Why the FED is shrinking its balance sheet with 1 trillion dollars. Why US’s trade deficit is the reason why the US dollar is the world’s most dominant currency. Where commodities are heading in 2018. Ask The Investors: How do I avoid confirmation bias? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Richard Duncan’s Macro Economics site “Macro Watch.” Use the Coupon code “History” to get 50% of your annual subscription. Richard Duncan’s book, The Dollar Crisis – Read reviews here. Richard Duncan’s book, The New Depression – Read reviews here. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Shopify Netsuite Vanta Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episoder(1174)

TIP661: Lessons from Bear Markets w/ Richard Lawrence

TIP661: Lessons from Bear Markets w/ Richard Lawrence

On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991....

20 Sep 20241h 7min

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai ...

18 Sep 20241h 2min

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nint...

15 Sep 20241h 25min

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its i...

13 Sep 20241h 34min

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. own...

11 Sep 202455min

TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve

TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve

On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too m...

8 Sep 20241h 2min

TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck

TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck

On today’s episode, Clay shares the most important lessons he’s learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psyc...

6 Sep 202456min

BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli  (Bitcoin Podcast)

BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast)

In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion cov...

4 Sep 202456min

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