Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
Scottish Mortgage and ARC: A Comparison
02:49 • 2min
The Differences Between Kathy Wood's and Bailey Gifford's Funds
05:07 • 2min
Scottish Mortgage and Art Are Passively Managed Funds
06:44 • 2min
Kathy Wood's Unchangeable Story
08:41 • 2min
Scottish Mortgage: A Venture Capital Company With a Deep Bench
10:45 • 3min
How to Buy Unlisted Stocks
13:49 • 2min
Scottish Mortgage's Unlisted Stocks
15:26 • 2min
The Differences Between Scottish Mortgage and Arc-K
17:07 • 2min
Scottish Mortgage's Boardroom Bust Up Is a Sign of Good Governance
19:05 • 2min
Scottish Mortgage and Ark Are in a Huge Drawdown Since Early Mid-2021
21:21 • 2min
Scottish Mortgage: The Price It's Paying
23:10 • 2min
Scottish Mortgage: A High Beta Fund With More Leverage
24:41 • 2min
Scottish Mortgage's Board Member Is a Pain in the Arse
26:17 • 2min
The Future Holds for Growth Funds
28:13 • 3min
The Difference Between a Closed and an Open-Ended Fund
31:14 • 2min
Open-Ended vs. Closed-Endered Funds
33:16 • 4min