Podcast Episodes

Wall St Analysts Losing Their Minds Over Tesla Stock!

I react to Tesla stock (TSLA) bull and bear cases from two Wall Street analysts, after Q2 delivery numbers. One thinks Tesla will disappoint, even af…

2 years, 1 month ago

Is The Bull Market Just Getting Started?

I react to super-bullish technology analyst Dan Ives from Wedbush, who thinks the AI stock party is only just getting started. He thinks the likes of…

2 years, 1 month ago

Tom Lee's New Predictions Leave CNBC Speechless

I react to Fundstrat’s Tom Lee, who has some  bullish predictions for the second half of the year. Lee is predicting a continued strong rise for the …

2 years, 1 month ago

Super Investor Howard Marks On The Huge Role of Luck

I react to part of a recent interview with super investor Howard Marks, in which Marks briefly discusses his investment philosophy, the role of rando…

2 years, 1 month ago

Super Investor Howard Marks: Where The BIG MONEY Is Made

I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian,…

2 years, 1 month ago

Super Investor Howard Marks: The Biggest Investing Mistake

I react to part of a recent interview with super investor Howard Marks, who discusses what he thinks is the biggest and most common investor mistake.…

2 years, 1 month ago

Caution! Nvidia Stock NOT A Good Long Term Bet!

I react to a brief interview with Tim Pagliara, CapWealth founder and chief investment officer, and a value investor. He cautions that Nvidia stock (…

2 years, 1 month ago

Tom Lee: It’s Better To Buy Stocks High Than Low!

I react to Fundstrat’s Tom Lee, who says buying stocks at new highs has had a better win ratio over time than trying to buy at the lows.

Related epi…

2 years, 1 month ago

Mohnish Pabrai: The Importance of Owners’ Intrinsic Value

I react to part of a recent Mohnish Pabrai investing talk, in which Pabrai discusses the importance of owners’ intrinsic value in relation to Starbuc…

2 years, 1 month ago

Is Nvidia Stock Euphoria Like 2021 Tesla Stock Bubble?

Nvidia Stock has become the largest market cap company in the world, after a meteoric stock price rise. Are AI related stocks like Nvidia in a euphor…

2 years, 1 month ago