#12 The Value Architect

1

Introduction

00:00 • 4min

2

Dopasan Investor

04:00 • 3min

3

Investing in Architecture

06:43 • 4min

4

'De Antasta Intaste'

11:10 • 3min

5

Is It Good to Be an Investor in That Environment?

13:43 • 2min

6

Work From Home

16:07 • 4min

7

Do You Think Dart Throwing Chimps Will Be the Next Warren Buffet of Dark Throwing?

19:51 • 6min

8

Investing in the Market

25:29 • 5min

9

Investing in the Stock Market

30:51 • 2min

10

Is the Stock Market a Market of Stocks?

32:26 • 4min

11

Are We Going to Have to Be a Bit More Nimble in the Next Few Years?

36:41 • 2min

12

Are We Going to Have to Play Through a Different Playbook?

38:47 • 5min

13

Is There a Recession Forecast?

44:02 • 2min

14

The Market Is Getting Worse Than It Really Is

45:38 • 3min

15

Is Inflation a Thing of the Past?

48:23 • 4min

16

How Do You Invest in a Training Business?

52:04 • 2min

17

Is There a Difference Between a Committee and a Portfolio?

54:18 • 5min

18

The South Side Buty, and the War Card Fraud in Germany

59:03 • 2min

19

How Do You Know if You're Short of This Salk?

01:01:06 • 4min

20

Taking Notes on the Book

01:05:05 • 2min

21

I'm an Over Gifter When It Comes to a Book

01:07:22 • 2min

22

Younger, Younger.

01:09:07 • 3min

23

The Capital Cycle in an Age of Financial Repression

01:12:27 • 3min

24

I'm Glad You're in Emat, Little Town in North Carolina

01:15:06 • 3min