

Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation
6 snips Feb 27, 2023
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
Introduction
00:00 • 2min
Investing Advice - You Can't Lose.
01:32 • 2min
Are You Saying Cash Is the Way to Win?
03:26 • 3min
Is It Hard to Be Right Longer Than the Market?
06:23 • 2min
Is Oil Going Higher?
08:34 • 2min
Is Buffett a Quality Factor in Real Estate?
10:07 • 2min
What's the Biggest Takeaway From Munger?
12:11 • 3min
I Don't Think Munger Only Loves Himself
14:42 • 2min
Is Buffett Getting It So Right of Him?
16:40 • 4min
Graham, Is He a Trader?
20:44 • 4min
Is the Futures Market a Good Place to Buy?
24:34 • 2min
Is There a Market for the Debt Market?
26:41 • 3min
The Average Average Inflation Rate of the 1970s
29:35 • 2min
Inflation Is Always in Everywhere a Monetary Phenomenon
32:05 • 5min
The Price of Money
36:37 • 2min
Is There a Lever to Impact Inflation?
38:52 • 4min
Are We Going Backwards in Time?
43:19 • 2min
Is Your Default Position, the Fetal Position?
45:46 • 5min
Puts Are Overvalued. That's the Problem, Right?
50:21 • 2min
Investing in a VC Fund
52:36 • 4min
How to Do a Good Twitter Account
56:57 • 3min