Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

1

Introduction

00:00 • 3min

2

Is the Market Ready for Bankruptcy?

03:27 • 5min

3

What Are the Differences Between 2000 and Today?

08:23 • 3min

4

What Is Driving Your Ad Agencies Revenue?

11:40 • 3min

5

Is It Possible to Make Money Off of People Through Search Engines?

15:02 • 2min

6

What's the Difference Between Snap and Twitter?

16:53 • 4min

7

Is It the Whole This Time It's Different?

20:28 • 2min

8

Is There a Difference Between Quant and Quant?

22:51 • 2min

9

Is There a Multi Strategy Approach?

25:21 • 6min

10

How Does a Back Test Really Work?

31:14 • 3min

11

The Net Net Set Has Declined by 90% Over the Past 20 Years

34:33 • 3min

12

Is It a Net Net?

37:09 • 3min

13

Why Are Stocks So Expensive?

39:50 • 4min

14

Is That a Strategy That Will Make You Money?

43:49 • 1min

15

Is There a Multi Strategy Approach to Value Investing?

45:14 • 2min

16

Is There a Tendency for Small Companies to Outperform Large Companies?

47:37 • 2min

17

How to Buy and Sell a Stock Over and Over Again

49:50 • 4min

18

Is It Helpful to Know a Lot About the Macro Things?

53:31 • 3min

19

Investing - Is the Market Overpriced?

56:30 • 5min

20

Are You Investing in China Stocks?

01:01:28 • 2min

21

Investing in a Company in China

01:03:31 • 5min

22

Airline Capital Allocation - What Do You Think?

01:08:16 • 3min

23

Southwest Airlines

01:11:42 • 3min

24

Airline or Six Flags?

01:14:38 • 1min

25

The Market Cap of Airlines Trading Below Their Prior Peak in Sales

01:16:00 • 2min

26

Is Southwest a Good Example of a Low Cost Airline?

01:18:00 • 2min

27

The Volatility of Movie Theater Stocks

01:20:21 • 3min

28

Investing in Cyclical Stocks Is There Anything in Particular That You Tread About?

01:23:38 • 6min

29

Can You Find Any Other Industry for Really Big Companies?

01:29:36 • 4min

30

What's Going on in the First Years of the Financial Crisis?

01:33:14 • 2min

31

Is Covid Making Things Worse for Airlines?

01:34:47 • 5min

32

South West Airlines

01:39:20 • 3min