Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The Long Run Is a Series of Short Runs
02:09 • 2min
The Importance of Knowing What You Can't Know
04:29 • 4min
Are Public Markets Reporting Too Much Volatility?
08:11 • 4min
Volatility Is Not Risk
11:45 • 2min
What Doesn't Matter?
13:23 • 3min
Is Superior Investing Really Hard?
15:58 • 3min
How Many Memos Have You Written This Year?
18:46 • 4min