Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 4min
The Efficient Market Hypothesis
04:20 • 3min
Why Did the Housing Bubble Happen?
07:23 • 4min
Do You Think Passive Indexing Distorts the Market?
11:50 • 5min
Makro Strategy
17:04 • 2min
Are You an Active Invester?
19:04 • 2min
Buffet Interviews - What's Your Strategy?
21:05 • 5min
Is It Just a Consequence of the Size of Berkshire?
26:26 • 3min
Reflexivity in Real Estate Investments
29:30 • 5min
Is There Anything You Can Do About It?
34:53 • 2min
Are We Building Enough Technology to Drive Growth?
37:10 • 2min
The Importance of Human Beings in Symbol Processing
39:30 • 4min
Is There a Scalable Business?
43:40 • 4min
Is It a Good Number?
47:46 • 4min
Should We Have More Cults in the World?
52:15 • 3min
Is the Diff a Failure?
54:51 • 6min
Do You Have a Fitto Year Plan for the Deaf?
01:00:50 • 2min