Podcast Episodes

Guru Portfolios Updates Q2 2023: Pabrai, Akre, Klarman, Gayner

Here's a look at the portfolio updates of four guru or superinvestors from Q2 2023. The investors include Mohnish Pabrai, Chuck Akre, Seth Klarman, a…

3 years, 1 month ago

Warren Buffett's Best Rules for Investing Success

Warren Buffett, founder and CEO of Berkshire Hathaway and arguably the greatest investor of all time, has some simple rules for successful investing.…

3 years, 2 months ago

How To Get 100x Stock Returns - Thomas Phelps

JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it…

3 years, 2 months ago

How Howard Marks Predicts Each Stock Market Crash & Recovery

JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the t…

3 years, 2 months ago

What Mohnish Pabrai Said About Investor Li Lu

I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu.

Tim…

3 years, 2 months ago

Big Short Investor Steve Eisman Predicts Stock Market Melt-Up

I summarize and respond to what famous "Big Short" investor Steve Eisman is currently predicting for US the stock market. Eisman was recently intervi…

3 years, 2 months ago

Mohnish Pabrai Said This Re Stock Market Bubbles

In this episode I summarize and discuss a talk by investor and fund manager Mohnish Pabrai on US stock market bubbles since the 1920s. We look at the…

3 years, 2 months ago

A Next Gen Warren Buffett? Tiny's Andrew Wilkinson

In this episode I discuss the young Canadian billionaire investor and entrepreneur Andrew Wilkinson. He's the co-founder of Tiny Ltd , which has been…

3 years, 2 months ago

Stock Market Crash Over? Big Short Investor Steve Eisman Predicts

In this episode I summarize and discuss what legendary investor Steve Eisman, who was played by Steve Carell in the movie The Big Short, has been pre…

3 years, 2 months ago

Jeremy Grantham: AI Boom Pauses Super-Bubble Bust!

In this episode I summarize and discuss a recent interview with veteran value investor Jeremy Grantham, in which he explains how he thinks the deflat…

3 years, 3 months ago