
The Meb Faber Show - Better Investing Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
Apr 27, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37
Introduction
00:00 • 2min
The Best Investors Are Those Who Can Pivot
01:51 • 3min
The Bronco's Fan, Rider, Is That Your Partner?
04:31 • 3min
Stock Market History - The Story of a Kid in the Stock Market
07:45 • 2min
The Great Depression in a Diary
10:14 • 3min
Investing Quoto O the Day
12:46 • 3min
A Brief History of Berkshire Stocks
16:03 • 3min
The University of Ross - The Biggest Investment Mistake Ever
19:13 • 3min
Is There Pressure From Your Bosses?
22:27 • 2min
The Separation of Business
23:59 • 4min
Is That the Punch Line?
27:52 • 2min
Cosco
29:54 • 5min
Investing in Risk Management
35:06 • 4min
Poldem, Do You Do Any Shorting?
39:13 • 4min
The Gold Standard of the Industry, I Don't Know That I've Ever Seen an Investment Manager Just Publish Gross Returns
42:59 • 2min
What's the Difference Between Berkshire's and Buffet's Returns?
44:43 • 3min
Is It a Good Idea to Have People Willing to Speak Up?
48:01 • 2min
Is This Really True? Or Is It False?
50:21 • 3min
The Market Capacity of Profitability
53:00 • 5min
Leverage Relative to Assets for Corporate Americas at All Time High
57:39 • 2min
Is There a Chance That You Can Get a Dividend?
59:55 • 6min
Investing in the Stock Market
01:05:52 • 2min
How to Get a Mid Single Digit Durable Return Over a Ten Year Period
01:08:06 • 4min
What Do You Think the Stock Market Does Next?
01:12:31 • 2min
Berkshire's Stock Is Now Outperform the S and P
01:14:49 • 2min
BERKSHIRE - Is He the Pony?
01:17:00 • 6min
Energy Is a Fun Example, and You Can Talk About Them
01:22:56 • 2min
Energy and the Capital Cycle
01:24:38 • 3min
The Arks Got Em Doing 20 Million Vehicles
01:28:00 • 4min
The European Continent Is Definitely Feeling a Shift in Energy Policy
01:32:23 • 4min
The Greens Are Getting Paid for Ime
01:35:54 • 5min
Berkshire's Having a Big Year, What Do You Think?
01:40:29 • 5min
BERKshire
01:45:49 • 2min
The Beauty of Being a Public Fund Manager
01:47:22 • 6min
The Most Memorable Investment in Your Career, Good, Bad, in Between
01:53:03 • 3min
Investing
01:55:46 • 2min
Investing in a Put Option Fund
01:57:52 • 2min
