Jeremy Raper - Credit Focused Equity

1

Introduction

00:00 • 2min

2

The Importance of Reconciliation in the Investment World

02:24 • 2min

3

The Importance of Being Authentic

04:11 • 2min

4

The Most Interesting Man in the World

05:56 • 2min

5

The Importance of Being a Good Student

08:10 • 2min

6

The Importance of Local Tourism in Australia

10:01 • 2min

7

The Importance of Swimming

12:05 • 3min

8

The Importance of Mindfulness in Swimming

15:24 • 2min

9

The Beauty of Being on a Conversational Podcast Platform

17:54 • 2min

10

How to Be a Successful Investor

19:49 • 2min

11

The Importance of Understanding Your Portfolio Allocation

21:37 • 2min

12

The Trouble With Deep Quote Unquotes

24:07 • 3min

13

The Discomfort of Holding TransTime

27:31 • 3min

14

Why I Own Trans Time Stock

30:17 • 4min

15

Warren Buffett's DMS

34:29 • 2min

16

The Secret Sauce Behind a Letter

36:01 • 3min

17

The Importance of Feedback

38:43 • 3min

18

How to Balance Getting Feedback Versus Keeping Your Own View

41:25 • 4min

19

How to Short a Startup

45:47 • 4min

20

The Importance of Knowing the People in the Room

50:08 • 5min

21

Tupperware's Mexican Business

54:42 • 2min

22

The Consequences of Liquidity

56:24 • 2min

23

The Importance of Decoupling

58:10 • 2min

24

The Unforgivable Miss

01:00:06 • 2min

25

The Importance of Being Honest With Yourself

01:01:46 • 2min

26

The Importance of Being Honest With Yourself

01:03:43 • 2min

27

How to Deal With the Air Cap Crisis

01:05:58 • 3min

28

The Power of First Order Thinking

01:09:05 • 3min

29

The Importance of Owning Anti Fragile Businesses

01:12:10 • 4min

30

The Impact of Leisure Travel on Business Travel

01:15:41 • 2min

31

The Bearish Pushback on Air Cap Leasing

01:17:19 • 6min

32

How Larry Colbone's Air Cap Depreciation Schedules Are Aggressive

01:23:15 • 2min

33

The GNA Synergy Argument

01:24:54 • 3min

34

The Problem With Southwest Airlines

01:27:28 • 2min

35

Air Wisconsin: A Dark Stock Ticker

01:29:02 • 4min

36

The Consequences of Delta's CRJ Fleet

01:33:31 • 5min

37

The Importance of Listening to the Managers

01:38:51 • 2min

38

The Benefits of the Pod

01:40:55 • 5min

39

The Credit-Based Equity View

01:45:59 • 6min

40

The Future of Credit Based Equity Investing

01:51:43 • 3min

41

The Organic Source of Ideas

01:55:09 • 5min

42

Why Chamaph Blocks Me

01:59:42 • 3min

43

The Importance of Letting Go of Greed

02:03:09 • 4min