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Charlie Munger Interview with Todd Combs - Highlights
Charlie Munger Interview with Todd Combs - Highlights

Season 1 Episode 165

I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with …

3 years, 5 months ago

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Chris Mayer 100 Baggers: Stocks That Return 100 to 1!
Chris Mayer 100 Baggers: Stocks That Return 100 to 1!

Season 1 Episode 164

Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris…

3 years, 5 months ago

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Jeremy Grantham Super Bubble: Euphoria to Panic to Recession
Jeremy Grantham Super Bubble: Euphoria to Panic to Recession

Season 1 Episode 163

I summarize and discuss investor Jeremy Grantham’s recent interview about the rare super-bubble he sees in the US stock market, and the current defla…

3 years, 6 months ago

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Michael Burry: I Was Wrong! | New Bull Market Has Begun?
Michael Burry: I Was Wrong! | New Bull Market Has Begun?

Season 1 Episode 162

I discuss how “The Big Short" investor Michael Burry just tweeted that he was "wrong to say sell” stocks, after tweeting “Sell” back at the beginning…

3 years, 6 months ago

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Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?
Alibaba Reveals Break-Up Plan! | Big BABA Stock Upside?

Season 1 Episode 161

I discuss the unexpected news that Alibaba is splitting into six independent operating companies. I look at what the company is saying about the brea…

3 years, 6 months ago

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Ray Dalio Warns of What Silicon Valley Bank Collapse Means
Ray Dalio Warns of What Silicon Valley Bank Collapse Means

Season 1 Episode 160

I respond to what investor Ray Dalio has just said about what happened with the Silicon Valley Bank (SVB) collapse, and what he thinks it means for t…

3 years, 6 months ago

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Fundsmith’s Terry Smith: Why I Never Invest in Banks!
Fundsmith’s Terry Smith: Why I Never Invest in Banks!

Season 1 Episode 159

I discuss the reasons why investor and Fundsmith fund manager Terry Smith doesn’t ever invest in bank shares, even though he’s an expert banking anal…

3 years, 6 months ago

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Big Short Investor Eisman Talks Banking Crisis
Big Short Investor Eisman Talks Banking Crisis

Season 1 Episode 158

I react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking …

3 years, 6 months ago

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Michael Burry Predicts Stock Market Bottom After Bank Panic
Michael Burry Predicts Stock Market Bottom After Bank Panic

Season 1 Episode 157

I discuss legendary Big Short investor Michael Burry’s latest tweets about the current bank panic, the prevention of contagion by financial regulator…

3 years, 6 months ago

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Microsoft Bing Now Using OpenAI’s New GPT4 To Challenge Google
Microsoft Bing Now Using OpenAI’s New GPT4 To Challenge Google

Season 1 Episode 156

OpenAI has now launched GPT4, and the new Microsoft Bing is already using it, customised for search. Does this present a further challenge to Google …

3 years, 6 months ago

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