The Acquirers Podcast

Value After Hours S04 E32: Tera-Caps and Tech Outperformance; The Price of Time;

Sep 12, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Price of Time
01:53 • 2min
3
I'm on the Second to Largest Thong, Ha, Ha.
04:22 • 2min
4
The Terra Caps, I Think It's Not Going to Take a Long Time to Figure Out.
06:29 • 2min
5
Is It a Good Idea?
08:32 • 2min
6
The Big Five Isn't That Big, Is It?
10:51 • 3min
7
Gog Is the Fista Nex Moment.
13:33 • 2min
8
Apple, Is It the Greatest Toll Road Ever?
15:06 • 3min
9
Is Google a Different Business to Anything That's Goped Before?
17:41 • 3min
10
Growth
20:41 • 3min
11
Is Buffet's Cost of Capital Calculated?
24:00 • 2min
12
Buffet's Buying Energy, Is That What's the Energy View?
25:51 • 3min
13
The Price of Time by Edward Chancellor
29:15 • 3min
14
What's the Story Behind the Low Interest Rates?
31:58 • 4min
15
Great Quotes About High Prices and the Golden Age of Fraud
36:14 • 3min
16
The Fed's Easy Money
39:00 • 4min
17
The Unintended Consequences
43:26 • 3min
18
Is That Really Real Wealth?
46:06 • 3min
19
I Don't Know if It's a Good Idea to Be Long Equity.
48:56 • 2min
20
Is That What They're Carently Trading?
50:55 • 2min
21
Yono Worried About Dropping Into Nuante Discussion
53:02 • 2min
22
Are We Smarting Her Smart?
54:40 • 2min
23
I Don't Think So. I'm Not Sure.
56:10 • 2min
24
We Did It. We Made It.
58:06 • 2min