Mania and Smoke Signals in the Markets — with Richard Kramer

Richard Kramer, founder of Arete and former Goldman Sachs technology analyst, shares his insights on evaluating company value, emphasizing critical thinking in equity analysis. He discusses the economic fallout of Roe v. Wade's overturn and its implications for women's workforce participation. The conversation shifts to the tech landscape, where Kramer expresses bullishness on YouTube over TikTok, while also highlighting the pivotal role of cash flow management and effective leadership in today's uncertain economic climate.