Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Is There an Era of More Active Management?
02:41 • 2min
Is That a Benefit to Active Management?
04:19 • 2min
Do You Have a Low Stock Turnover?
06:05 • 3min
Are We in for a Recession?
09:11 • 3min
How Long Does It Take to Do a Home Project?
12:40 • 2min
Health Care Is the Best Priced Sector in the US, Right?
14:46 • 2min
Is Pepsi a Good Business?
16:44 • 2min
The Bourbon Market Is the Big One Now
18:27 • 3min
Bitcoin Mining
21:36 • 2min
Is Bitcoin Going to Survive?
23:37 • 2min
Will Bitcoin Allocation Change Over Time?
25:28 • 2min
Is There a Time Horizon for Value Investors?
27:41 • 2min
Investing in Technology - Is There a Book Value?
29:14 • 2min
Are You Using High Yield Equity as a Bond Allocation?
30:58 • 4min