The Acquirers Podcast

Value After Hours S04 E24: Is the Value Run Over? Ed Thorpe on Markets and Life, Buffett Buys More $OXY

Jul 4, 2022
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1
Introduction
00:00 • 2min
2
Is the Valley Run Over?
02:11 • 2min
3
The Inflation Is Good for Value
03:47 • 2min
4
Is It a Wage Inflationary Crisis?
05:44 • 2min
5
Wage Inflations Are Outpacing CPI
08:08 • 2min
6
Is There a Problem for the Federal Government if Interest Rates Get Too High?
10:25 • 2min
7
Is a House a Trading Asset?
12:13 • 3min
8
Is It a Real Risk to the Economy?
14:45 • 2min
9
Is the Head Hitting in Perpetuity the Right Conclusion?
16:21 • 3min
10
We're Not Seeing Any Weakness in the Real Estate Market
19:38 • 3min
11
The Real Estate Market Follows the Stock Market
22:16 • 2min
12
Why Should Bonds Yield More Than Flation?
23:57 • 2min
13
Xon Is the Biggest Pure Play in the US
25:57 • 2min
14
Commodities Look Like Commodity Stocks
27:43 • 2min
15
Ybu Gold Has Done Gold?
29:23 • 2min
16
You Is Steels at One Time?
31:49 • 2min
17
A Man for All Markets
34:13 • 2min
18
You Can't Beat the Market, You Know?
36:35 • 4min
19
What Is the Black Shoals Options Formula?
40:49 • 2min
20
Buffet's a Real Deal
42:43 • 5min
21
Then He Gave the Brains of Itto to Citadel, and It Was Like, He Don't Know What to Do, Right?
47:32 • 2min
22
What Did He Do When He Stopped Running the Funds?
49:38 • 3min
23
What Is Passive? Is It Mechanical?
52:22 • 2min
24
The Scramble Baggers
54:31 • 2min
25
The Market Isn't Screamingly Cheap, Is It?
56:15 • 4min