Philoinvestor, a Substack writer returning for another discussion, shares his unique investment approach that merges business analysis with macroeconomic insights. He dives into the challenges posed by inflation and geopolitical tensions, particularly the impact of the Ukraine conflict on the U.S. dollar's status. The conversation explores investment strategies in gold and crypto, critiques tech valuations, and highlights opportunities in European stocks. Plus, he emphasizes balancing investing with personal well-being.

Philo Investor, an experienced investor, discusses developing your own investing style, old vs. new business models, Coursera, Udemy, Duolingo, Disney vs. Netflix, breaking bad habits, and buying on the highs versus lows.