Podcast Episodes

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

Episode 473

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Published on 16 hours ago

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

Episode 472

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Published on 3 weeks ago

Ep 471. Howard Marks’ Memo: The Calculus of Value

Episode 471

https://www.oaktreecapital.com/insights/memo/the-calculus-of-value

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Published on 4 weeks ago

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

Episode 470

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Published on 1 month ago

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

Episode 469

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Published on 1 month, 1 week ago

Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation

Episode 468

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Published on 1 month, 2 weeks ago

Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance

Episode 467

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Published on 1 month, 3 weeks ago

Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett

Episode 466

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Published on 1 month, 4 weeks ago

Ep 465. Massive Stock Sell-Off: Tariffs, Oil Crash, and Interest Rates — What Now?

Episode 465

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Published on 5 months, 2 weeks ago

Ep 464. Buffett’s Playbook: Past and Present

Episode 464

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Published on 6 months ago