Podcast Episodes
Back to SearchAAR58 - Money Debates - Snowball vs. Avalanche and Other Fights
Evan and Andrew try a new format: common personal finance disagreements, argued from both sides—then they reveal where they actually land. They cover…
3 months ago
6 Warning Signs a Company Is Quietly Dying (Part 2)
In Part 2 of the Business Autopsy series, Stephen and Andrew keep building the framework for spotting companies that are quietly breaking down before…
3 months ago
6 Warning Signs a Company Is Quietly Dying (Part 1)
Most investors think the biggest risk is buying the “wrong” company. But a sneakier risk is buying a company that used to be great—and not realizing …
3 months ago
AAR57 - What Does Your Perfect Day Cost?
Money is pointless if it doesn’t help you live a better life. In this episode, Evan is joined by Andrew Sather to talk about what most people are rea…
3 months, 1 week ago
Margin of Safety Planning: How to Prepare for the Risks You Don’t See Coming
Charlie Munger said if you can’t stay calm through a 50% market decline, you’re not fit to be a shareholder—and that’s the point of this episode. Ste…
3 months, 1 week ago
Tech Stocks Are Down—Is It “Tech Rot” or Just Noise?
Tech stocks dip and suddenly the media declares the bubble popped—“AI is over,” rates are killing growth, and data centers cost too much. Stephen and…
3 months, 1 week ago
AAR56 - Engineering POV on Building Margin Into Personal Finance
Most personal finance advice gets treated like a checklist: hit the emergency fund number, hit the savings rate, and you “pass.” In this episode, Eva…
3 months, 2 weeks ago
What the Shiller P/E (CAPE) Can and Can’t Tell You
A listener named Chris emailed in with a question a lot of investors are quietly thinking: if the CAPE ratio is around 40 and forecasts say future st…
3 months, 2 weeks ago
How to Read a 10-K in 20 Minutes (The Beginner Speedrun Checklist)
Most investors download a 10-K, scroll for a few minutes, and quit—because it feels like 100 pages of legal pain. In this episode, Andrew and Stephen…
3 months, 2 weeks ago
AAR55 - 5 Years in Engineering: 5 Things I Learned About Building Wealth
In this solo episode, Evan reflects on five years working in engineering (quality → design) and shares the biggest money lessons he’s learned along t…
3 months, 3 weeks ago