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Innhold levert av Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Low Rates High Returns, Pete Wargent, and Stephen Moriarty eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Episode 26: Industry cycles - This is how to invest in sectors

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Manage episode 273660115 series 2660668
Innhold levert av Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Low Rates High Returns, Pete Wargent, and Stephen Moriarty eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 – ScaleJonathan Tepper – The Myth of CapitalismJames O’Shaughnessy – What Works on Wall StreetEdward Chancellor – Capital Returns: Investing Through the Capital CycleJeremy Siegel – The Future for Investors: Why the Tried and the True Triumph over the Bold and the NewThanks for listening!Download a free chapter from our book ’Low Rates, High Returns’https://www.lowrateshighreturns.com/podcastPete Wargenthttps://www.petewargent.com/https://www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartyhttps://twitter.com/SGM63

Hosted on Acast. See acast.com/privacy for more information.

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71 episoder

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Manage episode 273660115 series 2660668
Innhold levert av Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Low Rates High Returns, Pete Wargent, and Stephen Moriarty eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 – ScaleJonathan Tepper – The Myth of CapitalismJames O’Shaughnessy – What Works on Wall StreetEdward Chancellor – Capital Returns: Investing Through the Capital CycleJeremy Siegel – The Future for Investors: Why the Tried and the True Triumph over the Bold and the NewThanks for listening!Download a free chapter from our book ’Low Rates, High Returns’https://www.lowrateshighreturns.com/podcastPete Wargenthttps://www.petewargent.com/https://www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartyhttps://twitter.com/SGM63

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

71 episoder

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