TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

IN THIS EPISODE, YOU'LL LEARN:

• Current risks posed by supply chain disruption and food shortages.
• Why the most contrarian bet today is too short commodities.
• The recent fall of Netflix and how other tech stocks might follow suit.
• Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
• How David thinks through valuation and where the US stands today, compared to the global market.
• Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
• What they are and why we should consider them, in addition to another asset called Business Development Companies.
• And a whole lot more!

BOOKS AND RESOURCES

• Money for the Rest of Us Website.
• Money for the Rest of Us Book.
• Money for the Rest of Us Podcast.
• David Stein Twitter
• CEF Connect Screener.
• DSU CEF.
• Oaktree CEF.
• Amplify Income ETF.
• VanEck BDC.
• Trey Lockerbie Twitter.
• Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .
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