This Week in Intelligent Investing
Business:Investing
In this episode, Phil Ordway and Larry Cunningham discuss:
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Thinking About Artificial Intelligence and Its Implications for Investors
Bed Bath & Beyond and the Fleecing of the American Retail Investor
The Opportunity in Beaten-Down, Money-Losing Growth Businesses
Private Equity and the Game of ”Volatility Laundering”
Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
How to Invest When You Like the Business But Not Necessarily the Management Team
Reflecting on the FTX Debacle and the Factors That Made It Possible
The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
David Einhorn on Value Investing: Will It Ever Come Back?
Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”
The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings
The Cyclicality of Malthusianism, and Related Investment Implications
The Futility of Recession Forecasting as Part of an Investment Process
SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing
The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion
SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process
Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation
Post-COVID Growth Curves of Growth Companies
SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All
Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting
Create your
podcast in
minutes
It is Free
The Business Of
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast