2min chapter

The Acquirers Podcast cover image

Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

The Acquirers Podcast

CHAPTER

The Distress Over Quality and Hard Sell-Offs

There's a lot of reward to be found when the question of existence going forward gets answered into the affirmative. Much speaks to your not wanting to truncate these power law outcomes by punching out at 50% and then eating a bunch of zeros on the other ones. It's like a Monte Carlo idea where you know some of them are going to not work, but the portfolio is a hole.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode