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

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>Current risks posed by supply chain disruption and food shortages.</li><li>Why the most contrarian bet today is too short commodities.</li><li>The recent fall of Netflix and how other tech stocks might follow suit.</li><li>Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.</li><li>How David thinks through valuation and where the US stands today, compared to the global market.</li><li>Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.</li><li>What they are and why we should consider them, in addition to another asset called Business Development Companies.</li><li>And a whole lot more!</li></ul><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Money for the Rest of Us <a href="https://moneyfortherestofus.com/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a><strong>.</strong></li><li>Money for the Rest of Us <a href="https://www.amazon.com/Money-Rest-Questions-Successful-Investing/dp/1260453863?asin=1260453863&amp;revisionId=&amp;format=4&amp;depth=1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=1b068dd57c6cf62afe31d13e4175403b&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Book</strong></a><strong>.</strong></li><li>Money for the Rest of Us <a href="https://moneyfortherestofus.com/episodes/" rel="noopener noreferrer" target="_blank"><strong>Podcast.</strong></a></li><li>David Stein <a href="https://twitter.com/jdstein?lang=en" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a></li><li>CEF Connect <a href="https://www.cefconnect.com/closed-end-funds-screener" rel="noopener noreferrer" target="_blank"><strong>Screener</strong></a><strong>.</strong></li><li>DSU <a href="https://www.blackrock.com/us/individual/products/240192/blackrock-debt-strategies-fund-inc-usd-fund" rel="noopener noreferrer" target="_blank"><strong>CEF.</strong></a></li><li>Oaktree <a href="https://www.oaktrees