

Value After Hours S04 E29: The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
Aug 22, 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
Introduction
00:00 • 2min
The Kirkland Short Squeeze Is a New Juice
01:36 • 2min
Dos Your Reputation Cost?
03:09 • 2min
The Work From Home Pandemic Is Not Stupid, Is It?
05:08 • 2min
Is This Market Quiet?
07:15 • 2min
The Big Short - What's the Deal?
08:48 • 2min
Prisons and Mental Assams
11:08 • 2min
Investing in Private Prisons
12:39 • 2min
The Ten Year and Three Month Inversion
14:30 • 2min
Is There Any Debt Out There?
16:07 • 3min
The Boring Twenties
18:44 • 2min
Is It Still a Bear Market Rally?
20:17 • 2min
Is Liquidity Driving Animal Spirits?
22:43 • 4min
Is It Bedbath and Beyond?
26:15 • 2min
The a M C Thing, He's a Millionaire Short
27:51 • 2min
The Bite Is Not a Debite on the Merits, Man.
29:44 • 2min
Is Value Just an Interest Rate Bet?
31:35 • 5min
Is the Cash Flow Metric a Ten Year Yield?
36:55 • 2min
Is It a Random Miss?
38:29 • 2min
Investing in a Meam Strategy, Is It a Real Thing?
40:09 • 2min
Is the Momentum the Best Proximity for Growth?
41:42 • 2min
Ev, but a Chata Ti O or Herodities, and That I Would Even Heep It.
43:19 • 2min
Those Balance Sheets Are Going to Fall Apart at Some Stage
44:52 • 2min
Is China Going to Have More Ships?
47:18 • 3min
Oil Services Inflation Rain
50:26 • 2min
Buffett Has a View on Oil?
52:50 • 2min
I'm Just Piggybacking in Him.
54:40 • 2min
Don't Do It in Financials, Folks.
56:53 • 2min
Is It a Ban or a Ban on the Asset Manager?
58:27 • 2min