Podcast Episodes
Back to Search
Warren Buffett Just Said This in His Shareholder Letter
Season 1 Episode 151
In episode 151 I review Warren Buffett’s latest Berkshire Hathaway Letter to Shareholders, in which he criticises those who are calling stock buyback…
3 years, 5 months ago
Joel Greenblatt: Value Investing is About to BEAT The Market
Season 1 Episode 150
Episode 150 delves into the world of value investing with legendary investor Joel Greenblatt. With $50 Million worth of research on the performance o…
3 years, 6 months ago
Elon Just Said THIS on Tesla Q4 Earnings Call | My Reaction
Season 1 Episode 149
Tesla Q4 and full year 2022 Financial Results have been released, and CEO Elon Musk had quite a bit to say on the Tesla earnings call about the resul…
3 years, 6 months ago
Is OpenAI ChatGPT Disrupting Google? Founders Coming Back!
I discuss the possibility that OpenAI's ChatGPT might be disrupting Google’s more than two decade dominance of search, with multi-billion dollar back…
3 years, 6 months ago
Howard Marks Says Historic Stock Market Sea Change Has Begun
Season 1 Episode 147
In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transforma…
3 years, 6 months ago
Meme Stock King Ryan Cohen Buys Alibaba Stock - Here’s Why
Season 1 Episode 146
I discuss how activist investor, Chewy company founder, and "Meme Stock King" Ryan Cohen has recently taken a substantial stake in Alibaba (BABA), an…
3 years, 6 months ago
Warren Buffett Just Invested BILLIONS in This New Tech Stock
Season 1 Episode 145
Recently Warren Buffett’s investment company Berkshire Hathaway purchased over $4 billion of Taiwan Semiconductor stock. I look at what Taiwan Semico…
3 years, 6 months ago
China Tech Stock Rally! Will It Last? | BABA & PDD
Season 1 Episode 144
I discuss how Chinese tech stocks such as Alibaba, Tencent, Pinduoduo, and the China Internet ETF KWEB are up hugely over the past few months. Why is…
3 years, 7 months ago
OpenAI ChatGPT ALREADY at $29B Valuation!
Season 1 Episode 143
I discuss the artificial intelligence investing news that OpenAI is reportedly in talks to sell existing shares at a ~$29B valuation. I also react to…
3 years, 7 months ago
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
Season 1 Episode 142
I discuss how Microsoft and OpenAI are working on a ChatGPT-powered Bing search product, in a direct challenge to Google Search. Microsoft is apparen…
3 years, 7 months ago