
The Security Analysis Podcast The Big Short
Feb 19, 2025
Dive into the world of contrarian investing amid economic chaos. Discover how unconventional investors capitalized on the housing bubble crisis while grappling with financial misjudgments. Explore the reckless profit-driven culture of Wall Street and the systemic flaws that led to the 2008 collapse. Hear personal stories of success and struggle among outsiders navigating a flawed banking system. Unravel the challenges of predicting market bubbles and the latest trends in AI investments, highlighting historical lessons for future investors.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
The Challenges of Contrarian Investing Amid Financial Crisis
01:32 • 3min
The Mortgage Bond Collapse
04:41 • 17min
Blind Spots and Bold Bets
21:13 • 20min
Outsiders on Wall Street: Success and Struggles
41:03 • 17min
Navigating Investment Strategies
57:52 • 6min
Insights on AI Investment and Historical Market Lessons
01:03:24 • 3min



