

Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule
Apr 17, 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
Introduction
00:00 • 2min
How to Be a Process Conscious Investor
01:57 • 2min
How to Get Better at Investing
03:41 • 2min
How to Be a Better Investor
05:18 • 5min
The Importance of Portfolio Construction
09:52 • 4min
How to Filter Value Line Stocks
13:41 • 6min
How to Use a Pairwise System to Rank Stocks
19:38 • 2min
The Importance of Having Tools to Improve Your Process
21:21 • 3min
The Different Types of Commercial Real Estate in Banks
24:43 • 5min
The Problem With Incentives for Short Term Earnings
30:05 • 2min
Johnny Von Newman: A Child Prodigy
31:36 • 3min
The Prisoner's Dilemma of the Fed and Politicians
34:31 • 5min
The Intertwined Politics of the Federal Reserve
39:29 • 6min
Buffett's 90%: Confidence in the Economy
45:15 • 2min
How Ted Wieszler Invested in Dillard's
47:28 • 2min
The Importance of Preparing for the Worst
49:34 • 3min
The Importance of a Long Term Investment Portfolio
52:27 • 2min
What's Your Favorite Tech Growth Stock?
54:43 • 2min
The Future of Stock Picking
56:27 • 3min
The Risk of a Depression Based on the Yield Curve Inversion
59:33 • 2min