After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments The Greatest Trade Ever | ADI Book Club 7
Jul 20, 2023
The hosts discuss 'The Greatest Trade Ever' and reflect on the 2008 financial crisis. They explore investment strategies, Peter Schiff's bearish stance on banks, and Buffet's benefit from the fall in mortgage rates. The chapter also explores merger arbitrage investing, the complexity of trading, and the aversion to investing in financials. They discuss Andrew Ladd's bold move and recognize market inefficiencies and finding opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Reactions to the Book and Reflections on the 2008 Financial Crisis
01:37 • 16min
Investment Strategy, Peter Schiff, and a Missed Opportunity
17:49 • 2min
Buffett's Benefit from the Fall in Mortgage Rates and Banking Crisis
19:39 • 2min
Merger Arbitrage Investing: Strategies and Challenges
21:21 • 19min
Complexity of Trading and the Role of Banks in the Subprime Crisis
40:24 • 2min
Aversion to Investing in Financials and Lack of Knowledge
42:52 • 2min
Andrew Ladd's Bold Move and Technical Aspects of the Trade
44:54 • 12min
Recognizing Market Inefficiencies and Finding Opportunities
56:30 • 20min