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.
Ep. 119 - Sustainable Growth
Jan. 14, 2025, 8:41 p.m.
Ep. 118 - Rodrigo Benedetti: Secular Curiosity
Oct. 22, 2024, 8:41 p.m.
Ep. 117 - Aaron Bush: The Game Master
Sept. 24, 2024, 5:46 a.m.
Ep. 116 - Gabi Sammut: Philosopher Investor
Sept. 2, 2024, 9:34 p.m.
Ep. 115 - Jean Philippe Tissot: Free Optionality
Aug. 14, 2024, 10:18 p.m.
Ep. 114 - AppLovin Business Breakdown
July 11, 2024, 12:15 a.m.
Ep. 113 - Ryan Krueger: The Dividends of Observation
June 27, 2024, 1:28 a.m.
Ep. 112 - StockNovice: Trends are Friends
June 19, 2024, 10:11 p.m.
Ep. 111 - Fundasy Investor: Insurance Sector
June 13, 2024, 3:35 a.m.
Ep. 110 - Mark Brooks: Tastes Like Chicken
June 6, 2024, 12:41 a.m.
Ep. 109 - Ian Cassel: Master of Microcaps
May 30, 2024, 10:51 p.m.
Ep. 108 - Andrew Martin: Small Cap Star
May 23, 2024, 8:47 a.m.
Ep. 107 - Alex Pitti: Medical Devices Sector
May 16, 2024, 5:11 a.m.
Ep. 106 - Drowsy Investor: The Art of Long Term-ism
May 9, 2024, 2:04 a.m.
Ep. 105 - Brent Beshore: Permanent Equity
May 1, 2024, 10:59 p.m.
Ep. 104 - Brad Freeman: Stock Market Nerds
April 25, 2024, 10:14 a.m.
Ep. 103 - Nick Peters: Internal Honesty
April 18, 2024, 7:12 a.m.
Ep. 102 - Jeff Davies: Energy Sector Breakdown
April 11, 2024, 3:11 a.m.
Ep. 101 - Investing Bear: Maintaining High Standards
April 4, 2024, 12:15 a.m.
Ep. 100 - Francis Odum: Cybersecurity Sector
March 28, 2024, 3:52 a.m.
Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2
March 21, 2024, 1:04 a.m.
Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1
March 13, 2024, 10:44 p.m.
Ep. 97 - [Re-Launch Replay]: NZS Capital
March 7, 2024, 8:27 a.m.
Ep. 96 - [Re-Launch Replay]: Geoff Gannon
Feb. 29, 2024, 5:45 a.m.
Ep. 95 - [Re-Launch Replay]: Bluegrass Capital Part 1 & 2
Feb. 21, 2024, 10 p.m.