NO EQUITY IN EQUITIES

Jun 6, 2023

34:01

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Episode notes

Introduction

3min

The Negative Correlation Between Stock Price and Revenue

5min

The Relationship Between Private Credit and the Anomaly Tight Spreads

4min

All-Time Investment Illusions

3min

The Importance of a Good Year

3min

Tesla: The Stock That Beats All Their Stocks

3min

The Frits and Leif Statistic

2min

The Importance of Uncertainty in Investing

2min

The Importance of Quality in Stock Investing

3min

10.

How to Spot Hidden Gems

2min

11.

The Rise and Fall of the S&P 500

3min

12.

The Fed's Extraordinary Intervention in the US Economy

2min

With special guest Martin Fridson, CIO of Lehmann Livian Fridson Advisors.

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