Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
How *Not* to Invest with Barry Ritholtz: | S07 E13
April 15, 2025, 6:34 p.m.
What most investors are missing about Japan and China: Our trip to Tokyo and Shanghai | S07 E12
April 9, 2025, 6:38 a.m.
Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11
March 18, 2025, 6:41 p.m.
Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10
March 11, 2025, 6:31 p.m.
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
March 4, 2025, 8:06 p.m.
Deep value investor Andrew Wellington on predicting earnings, value multiples and Mag 7 | S07 E08
Feb. 25, 2025, 7:30 p.m.
Neuroscientist Anne-Laure Le Cunff on her book Tiny Experiments and systematic curiosity | S07 E07
Feb. 18, 2025, 7:18 p.m.
Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, China | S07 E06
Feb. 11, 2025, 7:33 p.m.
Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
Feb. 4, 2025, 7:29 p.m.
Alex Morris on Buffett and Munger Unscripted, $MSFT, $META, $GOOG, $AAPL Big Tech Cap Ex | S07 E04
Jan. 29, 2025, 7:48 a.m.
Ian Cassel on small and micro cap investing and the traits of good and great investors | S07 E03
Jan. 21, 2025, 7:31 p.m.
Jim O'Shaughnessy on AI, ventures, publishing, markets and his new book Two Thoughts | V:AH S07 E02
Jan. 15, 2025, 7:38 a.m.
Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01
Jan. 7, 2025, 7:30 p.m.
Jason C. Buck on volatility, options, crises, crashes, value and reasons to be optimistic | S06 E47
Dec. 17, 2024, 7:31 p.m.
Activism, REITs, capital allocation and Four Corners Property Trust with Bill Lenehan | S06 E46
Dec. 10, 2024, 7:35 p.m.
Luxury Fashion, Conference Swag and Supermarket Land Value with Gwen Hofmeyr, Maiden | S06 E45
Dec. 4, 2024, 7:37 a.m.
Deep Value in Emerging Markets, China, India, Korea with Juan Torres Rodriguez, Schroeders | S06 E44
Nov. 26, 2024, 7:32 p.m.
Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute | S06 E43
Nov. 19, 2024, 7:30 p.m.
Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42
Nov. 13, 2024, 7:44 a.m.
Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41
Nov. 5, 2024, 7:31 p.m.
Undervalued stocks in Japan and England with Ben Beneche, co-founder Tourbillon Partners | S06 E40
Oct. 29, 2024, 6:31 p.m.
European shorts, packaging, and financials with investor George Livadis | Value After Hours S06 E39
Oct. 22, 2024, 6:31 p.m.
Aircraft hangars, mineral royalties, and gold with investor Mike Meixler | Value After Hours S06 E38
Oct. 16, 2024, 6:37 a.m.
Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37
Oct. 8, 2024, 6:32 p.m.
Value After Hours S06 E36 Author Brendan Hughes on Markets in Chaos: A History of Market Crises
Oct. 1, 2024, 6:30 p.m.