Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
The Negative Correlation Between Stock Price and Revenue
02:48 • 5min
The Relationship Between Private Credit and the Anomaly Tight Spreads
07:21 • 4min
All-Time Investment Illusions
11:12 • 3min
The Importance of a Good Year
14:16 • 3min
Tesla: The Stock That Beats All Their Stocks
17:25 • 3min
The Frits and Leif Statistic
19:58 • 2min
The Importance of Uncertainty in Investing
22:11 • 2min
The Importance of Quality in Stock Investing
23:53 • 3min
How to Spot Hidden Gems
26:59 • 2min
The Rise and Fall of the S&P 500
28:43 • 3min
The Fed's Extraordinary Intervention in the US Economy
31:29 • 2min