Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 3min
The Importance of Simplicity in Investing
03:13 • 2min
How to Invest Better
05:15 • 3min
The Importance of Taking Risks
07:56 • 2min
The Difference Between Investing and Speculation
09:59 • 2min
How Investment Professionals Make Things Needlessly Complex for Job Preservation
11:41 • 4min
The Importance of Business First Approaches
15:29 • 2min
The Low Volatility Phenomenon
17:31 • 2min
The Importance of Structure in the Investment Industry
19:58 • 2min
The Limits of Growth Investing
22:21 • 3min
The Importance of Price to Sales
25:26 • 2min
The Problem With Projection of Growth Rates
27:40 • 2min
The Importance of Staying Rich on Hot New Industries
29:17 • 3min
The Critics of Private Equity Investing
31:52 • 4min
The Future of Private Equity
35:37 • 2min
Venture Capital: An Alternative Investment
37:57 • 2min
The Case Against Hedge Fund Investing
39:39 • 4min
The Importance of Performance Fees
43:14 • 2min
The Downsides of Passive Investing
45:07 • 3min
How to Control Risk in Your Portfolio
48:01 • 2min
How to Separate Yourself From the Noise
49:42 • 3min
How to Build a Portfolio That Serves You Well Over the Years
52:19 • 2min
How to Build a Lower Risk Value Oriented Portfolio
54:01 • 2min