Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
The Future of Investing
01:39 • 2min
The Fed's Hope for Investors
04:02 • 2min
The Fed's Action on Q3 Earnings
06:26 • 2min
The Disruption of the Stock Market
08:41 • 4min
The Return to Nuttiness of Zombies
12:51 • 3min
Uber's KPI Adjusted EBITDA Is a Bad KPI
15:39 • 3min
Tesla: A Good Stock to Look Out For
18:21 • 2min
The Future of Electric Vehicles
20:00 • 4min
JP Morgan Is a Better Business Than the S&P 500
23:38 • 3min
Regional Banks vs. Bigger Banks
26:16 • 2min
The Importance of Discipline in Investing
28:19 • 3min
The Importance of Discipline in AI Hype
31:25 • 2min
The Importance of Discipline in the Tech Space
33:26 • 5min
The Importance of Discipline in Investing
38:10 • 3min