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Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
Episode 662
IN THIS EPISODE, YOU’LL LEARN:
01:45 - Oakmark’s framework for navigating the current market. 12:09 - Bill’s updated thoughts on Meta and Bank of Ame…3 years, 2 months ago
BTC110: Japanese Credit Markets, Bitcoin, and Nostr w/ James Lavish (Bitcoin Podcast)
Episode 661
IN THIS EPISODE, YOU’LL LEARN:
01:53 - What is Nostr and why is it so important to Bitcoin and free speech? 05:31 - Japan adjusting their YCC peg to …3 years, 2 months ago
Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
Episode 660
IN THIS EPISODE, YOU’LL LEARN:
03:36 - TSM’s business model and competitive advantages. 07:13 - All about the critical role semiconductors play in ou…3 years, 2 months ago
RWH019: Winning the Long Game w/ John Spears
Episode 659
IN THIS EPISODE, YOU’LL LEARN:
04:04 - How John Spears became obsessed with investing when he was 12 years old. 11:34 - How skipping school to meet a…3 years, 2 months ago
TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown
Episode 658
IN THIS EPISODE, YOU’LL LEARN:
05:56 - Indicators that Joe watches to forecast market moves. 13:19 - Why the Fed pivot might take much longer than ma…3 years, 2 months ago
BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre and Morgen Rochard (Bitcoin Podcast)
Episode 657
IN THIS EPISODE, YOU’LL LEARN:
01:36 - What are some of the most important things happening in the Bitcoin space right now? 08:18 - Thoughts on paper…3 years, 2 months ago
TIP506: How Jeff Bezos Built Amazon
Episode 656
IN THIS EPISODE, YOU'LL LEARN:
00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s. 00:09:58 -…3 years, 2 months ago
The Price of Time w/ Edward Chancellor
Episode 655
IN THIS EPISODE YOU’LL LEARN:
01:08 - Why the interest rate is putting a price on time. 14:50 - Why John Law is the most extraordinary person in the …3 years, 2 months ago
Opportunities in Energy, Metals and Mines w/ Will Thomson
Episode 654
IN THIS EPISODE, YOU’LL LEARN:
01:34 - How to apply probabilistic thinking when approaching investing. 14:26 - Will’s structure for the “perfect port…3 years, 2 months ago
BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast)
Episode 653
IN THIS EPISODE, YOU’LL LEARN:
01:07 - What has been happening at Unchained Capital since the FTX blow-up? 07:13 - What are some of the most common c…3 years, 2 months ago