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Warren Buffett and Charlie Munger on Their Investment Strategy and Psychology When Stocks Drop 50%
Season 1 Episode 104
I discuss what legendary value investors Warren Buffett and Charlie have said in an interview about the psychology of investors when stock holdings g…
4 years, 3 months ago
Peter Lynch on How to Invest in Stocks During a Volatile Bear Market
Season 1 Episode 103
I discuss what legendary investor, and One Up On Wall Street author, Peter Lynch has said about investing during volatile and bear markets, why peopl…
4 years, 3 months ago
Micron Technology Stock (MU) Q3 2022 Earnings Call Summary and Commentary, Including Growth Outlook
Season 1 Episode 102
I discuss the latest earnings conference call from Micron Technology (MU), including the short and long term growth outlook for the company. Micron T…
4 years, 3 months ago
Stanley Druckenmiller Interview Summary: Macro Investor Druck Predicts A Hard Landing (Recession)
Season 1 Episode 101
I summarise and comment on a recent, excellent Stanley Druckenmiller interview, conducted by Stripe co-founder John Collision. In the interview Druck…
4 years, 3 months ago
Celebrating Episode 100 of The Art of Value Podcast! Thanks To All of You for Listening and Watching
Season 1 Episode 100
I’m celebrating the 100th episode of The Art of Value podcast, with a Thank You to all listeners and viewers, and with a decent new microphone to imp…
4 years, 3 months ago
Micron Technology (MU) Q3 2022 Earnings, Outlook, and Mohnish Pabrai’s Investment Thesis
Season 1 Episode 99
I discuss the latest earnings release from Micron Technology (MU), and a brief investment thesis for the company from respected value investor Mohnis…
4 years, 3 months ago
Jerome Powell vs Cathie Wood vs Michael Burry On US Inflation
Season 1 Episode 98
I take a look at the recent views on US inflation of Fed Chair Jerome Powell, ARK Invest active ETF manager Cathie Wood, and Scion Asset Management f…
4 years, 3 months ago
Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and Economic Outlook for Investing | Part 2
Season 1 Episode 97
Part 2: I continue to summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss t…
4 years, 3 months ago
Jeremy Grantham and Ray Dalio Discuss a Stock Market Crash and World Economic Outlook for Investing
Season 1 Episode 96
I summarise and comment on a recent interview conversation between veteran investors Jeremy Grantham and Ray Dailo, who discuss the current stock mar…
4 years, 3 months ago
Will The Housing Market Crash In 2022?
Season 1 Episode 95
I discuss some recent research on the bubbliest housing markets in the world, including the US housing market, and look at what Fed Chair Jerome Powe…
4 years, 3 months ago