Episode 26: Industry cycles - This is how to invest in sectors

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 – Scale Jonathan Tepper – The Myth of Capitalism James O’Shaughnessy – What Works on Wall Street Edward Chancellor – Capital Returns: Investing Through the Capital Cycle Jeremy Siegel – The Future for Investors: Why the Tried and the True Triumph over the Bold and the New Thanks for listening! Download a free chapter from our book ’Low Rates, High Returns’ https://www.lowrateshighreturns.com/podcast Pete Wargent https://www.petewargent.com/ https://www.linkedin.com/in/pete-wargent-37228322/ Stephen Moriarty https://twitter.com/SGM63