During The Second World War, the U.S. armed forces began to fly large resource packages of food and other cargo to small islands in the …
Episode 51: Jared Dillian – Fintwit Bastards
In this episode I talk with writer, author, DJ, and speaker, Jared Dillian. Jared's newsletters include The Daily Dirtnap, a daily market …
Stocks for the Long Run? [Paper Summary]
Conventional wisdom is that stocks are a safe investment over long holding periods, with long-term loss realizations in the U.S. being rare …
Episode 50: Strategy That Fits – Dr. David Rhoiney
In this episode I talk with Dr. David Rhoiney, a Robotic Surgeon, Cryptologist, Cyber security specialist and the list continues! We talk …
Episode 49: What is Money? – Tobias Carlisle
In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the …
Episode 48: Will credit markets be tight or illiquid in 2023? – Zed Francis
In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett’s and …
Episode 47: The Morgan Dialectic – STS Model – Tom Morgan
In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett’s and …
Episode 46: Carry, Convexity & The Cockroach – The Meb Faber Show
In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett’s and …
Episode 45: Commodities with Carry and Convexity – Robert Mullin
In this episode I talk with Bill Brewster from The Business Brew. Bill is a private investor who tries to replicate Warren Buffett’s and …