Finance | The Industry of Uncertainty S04:E04

1

Introduction

00:00 • 3min

2

Are We All Just Simulations of Jim Oshag Ventures?

02:38 • 1min

3

Podcasts - Why Do You Hate Us?

04:06 • 3min

4

Are You Pre-Planned or Just Going With the Flow?

07:15 • 3min

5

TikTok

10:27 • 2min

6

Is Your Podcast Taking a Massive Hit?

12:10 • 2min

7

Are You Having Conversations on Mike?

14:17 • 2min

8

The Three Steps to Framing

15:57 • 2min

9

Do You Want to Be a Podcaster?

18:20 • 2min

10

Are You OCD? Is Milk a Bad Choice?

20:44 • 3min

11

I Don't Understand Severance. It's Optics, Right?

23:53 • 3min

12

How Much Do You Think About the Economic Impacts of This?

26:27 • 3min

13

Work From Home

29:33 • 3min

14

Is This a Generational Buying Opportunity in San Francisco?

32:31 • 2min

15

The Passive Thesis

34:05 • 3min

16

Is Market Cap Waited to Equal Weight Always Taken Off?

36:51 • 4min

17

High Yield Spreads - No Shit on Verde

40:38 • 3min

18

Investing in the S&P 500

43:17 • 2min

19

How Many Stocks Should You Own?

44:52 • 4min

20

The Importance of Rebalancing Time

48:41 • 2min

21

Do You Need Multiple Active Managers in the Same Category?

50:38 • 2min

22

Is 20 to 30 the Right Number?

52:44 • 6min

23

Justin Time Manufacturing

58:25 • 4min

24

Portfolio Construction

01:02:36 • 2min

25

Are You Getting Paid to Be Stress Eaters?

01:04:52 • 2min

26

Do You Have a Disclaimer?

01:06:22 • 3min