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.
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story
April 18, 2025, 8:40 p.m.
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon
April 11, 2025, 8:41 p.m.
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold
April 10, 2025, 8:41 p.m.
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More
March 28, 2025, 8:41 p.m.
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)
March 21, 2025, 8:41 p.m.
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas
March 14, 2025, 8:41 p.m.
Adam Rossi: Investing In The Age of DOGE
March 7, 2025, 8:40 p.m.
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai
Feb. 28, 2025, 8:41 p.m.
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)
Feb. 21, 2025, 8:41 p.m.
Swen Lorenz: Drowning in Undervalued Shares
Feb. 14, 2025, 8:41 p.m.
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Feb. 7, 2025, 8:41 p.m.
Stephen Farrington: An Unemployed Small-Cap Value Degenerate
Jan. 31, 2025, 8:41 p.m.
John Swallow (Idaho Strategic): The Golden Age of Gold Mining
Jan. 24, 2025, 8:41 p.m.
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
Jan. 17, 2025, 8:41 p.m.
Peter Mantas: How To Spot Left and Right Tail Investment Ideas
Jan. 10, 2025, 8:41 p.m.
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Jan. 3, 2025, 8:41 p.m.
[REPLAY] @Erik_YWR: A Crash Course on Inflation
Dec. 27, 2024, 8:41 p.m.
Will Thomson (Massif Capital): The Zambia Copper Opportunity
Dec. 20, 2024, 8:41 p.m.
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)
Dec. 13, 2024, 8:41 p.m.
[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
Dec. 6, 2024, 8:41 p.m.
Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Nov. 29, 2024, 8:41 p.m.
Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)
Nov. 22, 2024, 8:41 p.m.
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)
Nov. 15, 2024, 8:41 p.m.
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR
Nov. 8, 2024, 8:41 p.m.
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management
Nov. 1, 2024, 8:41 p.m.