TIP562: How to Cope With Market Cycles

In today’s episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ...  Show more

This is my summary of Mastering the Market Cycle by Howard Marks.

Howard Marks is one of my favorite writers on investing and I enjoy reading his memos throughout the year. Mastering the Market Cycle has insights for learning to see the big picture in the economy and in ...

In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his top-line take on market cycles, ending with the idea that if you understand them, you can profit f ...  Show more

<span style="font-weight: 400;">The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades.</span>

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In this week’s Talking Wealth Podcast, Dale reviews an article which suggests that timing the market or predicting market trends is possible for anyone. He discusses the points in this article by a renowned trader, as to how those who lack knowledge of timing will guess and typic ...  Show more