Economic Cycle
topic on 3 shows · 4 statements across 4 episodes
the Knowledge Project 
WTF is with Nikhil Kamath 
Capital Allocators
4 statements about Economic Cycle, every show
Marks: Real-World Cycles Occur Predictably Despite Variable Timing and Amplitude
“Patterns in the real world, the non, non-scientific, non-mechanical world Certainly aren't regular, but they do occur ups and downs. They do it predictably, but not necessarily predictable in time or predictable in amplitude, but they certainly occur predictab…”
Heller: Luxury assets like art and wine are cyclical, not non-correlated
“Those investments for us are really tough because they are not non-correlated. They are tied to the economic cycle. Art, wine, diamonds become much more valuable as the economic cycle accelerates, and then as it turns, as so does the price of those things.”
Tepper: Economic growth indicators only provide reliable visibility up to 12 months
“So on the leading economic side, there are certain things that tell you where the economy is going to be in three, six, nine, or 12 months, and it's generally difficult to look out past that, particularly on the growth side.”