Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
A Simple Two by Two Matrix
02:45 • 4min
How to Earn Above Average Returns With Active Bets
06:46 • 2min
Second Level Thinking
08:41 • 3min
The Difference Between First and Second Level Thinking in Investing
11:35 • 3min
Contrarianism - The Most Important Thing
14:32 • 3min
Contrarianism - The Key to Investment Success
17:29 • 3min
The Importance of Being Different
20:44 • 2min
How to Be Right, Not the Possibility of Being Wrong
22:24 • 4min
Investing - Is the Fortune Right for You?
26:30 • 3min
Yale, Yale, and Swenson - A Great Quote
29:33 • 3min
The Cost of Being Different and Wrong
32:44 • 4min
Is There a Recession?
36:27 • 2min
Will the Market Be as Good as Expected?
38:28 • 4min
The Shortening of Time Horizons
41:58 • 2min
Oak Tree - The Short Term
43:53 • 4min