The Acquirers Podcast

Value After Hours S04 E12: Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts

Mar 28, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
I'm Nota Capable of Just Not Meeting People
02:13 • 2min
3
Do You Have That Answer for Us?
03:48 • 5min
4
Consumer Confidence Has Come Down a Little
08:37 • 2min
5
The Commodity Complex Is Really Messed Up
10:27 • 2min
6
Tose Backgrounds Is a Traitor
12:40 • 2min
7
Is Russia Using Crypto to Evade Sanctions?
14:43 • 2min
8
Investing in the Commodity Space
16:48 • 2min
9
Is There a Shortage of Wheat?
18:27 • 2min
10
Is It All Your Imputs With Oil?
20:02 • 3min
11
The Market Is Not That Smart, Right?
23:09 • 2min
12
Is It a Hyper Growth or a Famine?
25:13 • 3min
13
What if the Wages Get Increased?
28:03 • 2min
14
Why Do People Buy in Bulk?
29:39 • 2min
15
What Are the Options for Veda Trades Going to Be?
31:35 • 6min
16
Trade Busted After the Fact?
37:29 • 2min
17
Is Buffet Buying an Insurance Company?
39:38 • 2min
18
Oil Rut
41:13 • 3min
19
Is Credit Dislocated?
44:16 • 2min
20
Private Markets for Trading at a Premium
45:54 • 2min
21
Y Did 24 Tes Ye
48:14 • 2min
22
Withheld Income and Employment Taxes Are One Point Five.
50:11 • 2min
23
What's Going on in Your Life?
52:01 • 2min
24
Is Instagram Better Than Tick Talk?
53:31 • 2min
25
How Do Your Comments on Instagram Compare to Twitter Conversations?
55:39 • 2min
26
The Home Builders Are Getting Beaten Up
57:16 • 3min