Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
What Is It Saying About a Koan?
03:35 • 1min
Confidence Exceeds the Meres
04:55 • 3min
What Does Yesterday's Performance Tell You?
07:35 • 2min
What Does the Market Know That You Don't Know?
09:50 • 2min
The Market Is Not Smart Enough to Tell Us What to Do
12:07 • 4min
We and Them, by Howard Marks
15:48 • 4min
Random House's Secondary Definition for the Word Sindrome
19:55 • 3min
The Two Types of Investors
22:51 • 5min
The Best Manager Is the One Who Beats Them All the Time
28:13 • 3min
What Is the Difference Between High Interest Rates and Stocks?
31:01 • 5min
The Characteristics of Successful Investors
36:22 • 3min
The Market's Efficient and Now Here's the Characteristics of Us?
39:23 • 4min