The Acquirers Podcast

Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value

Apr 3, 2023
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1
Introduction
00:00 • 5min
2
The Fed's Decision to Rake Basic Interest Rates
04:49 • 2min
3
The S&P 500's Earnings From the 1970s
07:13 • 4min
4
The Shillipee and the Cost of Investing
10:47 • 4min
5
The Brutal Period for the Passive Investor
15:06 • 3min
6
The Risks of a Bank's Bond Portfolio
18:30 • 3min
7
The Backstory of the Bamboo Blooms That Turn Into Human Catastrophe
21:01 • 5min
8
The Pros and Cons of Capturing Hydrocarbons
25:51 • 2min
9
The Future of Refining
27:52 • 3min
10
The Rationality of Investment Assets
30:26 • 2min
11
Buffett's Opposition to Oxy
32:53 • 4min
12
Berkshire's Allegiance to the Reinsurance Industry
37:05 • 5min
13
How Berkshire Hathaway Improved the Rail System
42:26 • 2min
14
The Secret Hypothesis of Berkshire's Energy Acquisition
44:27 • 4min
15
The Berkshire Proposal: What I Learned
48:23 • 4min
16
The CFA Institute and the Climate Nut Jobs
52:25 • 4min
17
The 10th Three Inversion as a Predictor of Recessions
56:08 • 1min
18
The Fed's Predictive Model for Volatility
57:36 • 5min