For years, two of the world's greatest investing minds, Skippy and Doogles, have debated their investing philosophies. They started recording their phone calls to bring that stock market wisdom to the masses. Buckle up, because you never know where these conversations might go, and what kind of priceless investment knowledge will soon hit your mentals.
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Warren’s Hoarding Cash and Putting Apple in the Trash
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Berkshire Hathaway has a record cash pile and Doogles speculates on what he might do with it. Skippy yawns at the market drop, talks Yen carry trade and the finances of the US VP candidates. Doogles marvels at the Nvidia H100 hoarders. The episode wraps with the terms of Pitbull buying the stadium naming rights to Florida International University. …
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Will the Real Andy Grove Please Stand Up?
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Skippy is enamored by Uber's cumulative to date operating losses. Doogles goes through the history of the one and only George Foreman Grill. Skippy shines light on the effectiveness of investing alongside Wall Street Bets. The episode wraps with the many failures of Intel and the history of dominant stocks in the market. Join the Skippy and Doogles…
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Skippy discusses the rise of Junior Bridgeman, NBA 6th man to $600m empire. Doogles walks through the results of OpenResearch's recent universal basic income (UBI) study. Skippy talks through the profiles of Bitcoin owners. There's some debate over the merits of the CAOS ETF. The episode wraps with a convo about Collab Fund's recent post "Fill the …
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Skippy puts the magic of compounding on full display. Doogles runs through a research paper on balancing your career risk with portfolio risk. Skippy looks at stock volatility and Hawaiian Electric. Doogles continues his rant on US debt. The episode wraps with a political Bitcoin conspiracy theory and the sad life of UK stocks. Join the Skippy and …
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Skippy is very happy about the large number of new companies being started in the US. Doogles touts the skills of Priscila Barbosa and her Uber/Lyft scam empire. Skippy creates a new financial moniker called...the Skippy. The episode wraps talking about the state of US national debt. Join the Skippy and Doogles fan club. You can also get more detai…
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Doogles talks through a piece on how no one really understands interest rates, but Skippy isn't buying it. Skippy covers New York City's traffic disaster and the $700 million fall out. Doogles hits on Sequoia's $600 billion AI question. The episode wraps with the reality gap media has with politics in the US. Join the Skippy and Doogles fan club. Y…
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Walgreens’ Milkshake Brought No Investors to the Yard
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Nepotism remains alive as Bronny James gets drafted by the Lakers. Skippy gets nostalgic about Nike stock. Doogles can't believe how bad of a business Walgreens has managed to become. The episode wraps talking about the "Daddy Model of Wealth" outlined by Paul Graham. Join the Skippy and Doogles fan club. You can also get more details about the sho…
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Why’d You Have to Go And Make Things So Concentrated?
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Skippy kicks off with current stock allocation rates for Americans, then moves to the wild premiums that Costco and Nvidia stocks have right now. Doogles hits on a Global Financial Data article covering stock market concentration rates over the last 200 years. The episode wraps with a Wall Street Journal piece on financial lessons from our parents,…
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[Replay] Your Consumerism is Killing Me
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This is a replay but still relevant episode from late 2021. Skippy gets confused as to why Starbucks is adopting the blockchain (and you should be too). Then Skippy and Doogles discuss 3 big breakups this week — General Electric, Toshiba, and Johnson & Johnson are all splitting up their companies. Doogles calls out all of us for perpetuating inflat…
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Jensanity has hit new heights with Jensen Huang signing body parts over in Taiwan. Walkthrough of how to make good money in side hustles. Skippy covers a WSJ piece on how AI losing its fizzle. The episode wraps with a convo about the state of leveraged finance and a no good, terrible, bad advertising campaign. Join the Skippy and Doogles fan club. …
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Get Your 10 Year Old to the Ballot Box
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Premium subscribers get a couple hot stock research recommendations to kick it off. Doogles tackles listener mail that covers the book The Fourth Turning. Skippy laughs some more at Google AI and Salesforces' inability to use its own product. The episode wraps discussing the results of a YouGov survey about people's favorite decades. Join the Skipp…
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Hi-ho, the Derry-o, the Fama In the Dell
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Listener mail hits on the controversial topic of Fama and French's data set shifting. Skippy goes off about supposed ridiculousness coming from Google's AI results. The episode wraps with a thought experiment comparing the cost of living in an all inclusive resort vs. living in "Middle America." Join the Skippy and Doogles fan club. You can also ge…
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Kicks off with listener mail about the multi-level-marketing shenanigans of IM Academy. Skippy teases Doogles about a winning pitch on shorting Pool Corp. Skippy plays with ChatGPT 4-o as his new financial analyst. Doogles covers an op-ed on taxing billionaires. The episode wraps with a quick hit on the failure of Red Lobster. Join the Skippy and D…
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Chocolate’s Called Liquid Gold For a Reason
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Skippy honors the legacy of Jim Simons' legendary returns. Doogles covers people's inaccurate view of fairness. Skippy won't stop ranting about tech companies' capital expenditures. Doogles gives highlights from a recent financial literacy survey. The episode wraps with Howard Marks on debt and Doogles' most recent stance on Twilio. Join the Skippy…
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Skippy and Doogles TAKE OVER (but not really) the Berkshire Hathaway annual shareholders meeting in Omaha. We give you the run down on the dilly as it were. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.…
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Doogles gets nostalgic about the Domino's 30 minute delivery guarantee. Skippy spits wisdom about debt and money from the book Letters to My Son. Doogles continues the debt train talking about home mortgages and credit card charge offs. The episode wraps discussing how to comprehend compounding, and the state of Chinese real estate. Join the Skippy…
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Skippy talks about how Americans throw away $68 million in change per year. He then gives out a research recommendation of an American utility. Doogles walks through a New York Times piece claiming that the boom and bust cycle is dead. Doogles finally finished the book Same as Ever and talks through the highlights. The episode wraps discussing the …
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We kick off with a barrage of listener mail on women's basketball, retirement, and David Einhorn stock picks. Doogles brings us a recent Cliff Asness interview and parlays that into lessons from Jensen Huang of Nvidia. Skippy is saddened that Intel can't get out of its own way. The episode wraps with a sad case of someone selling their credit histo…
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Skippy is surprised to learn that Nike stock is on a 50% drawdown...yet still not cheap. Doogles walks through a piece on winning by avoiding blunders. Skippy takes us to microcap nerd land through an interview with the author of the NoNameStocks blog. The episode wraps discussing fee based financial advisors and "volatility laundering". Join the S…
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Absolutely Never Always Use Absolutes
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Skippy and Doogles are amazed at DJT's ability to have no business and all the valuation. Skippy picks a fight over the investing book A Simple Path to Wealth. Doogles covers a tweet about joining Nvidia as a new grad in 2013. The episode wraps talking about Michael Saylor selling Microstrategy to buy bitcoin and an interview with Aswath Damodaran.…
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[Replay] The Market Has the Mouth of a Saylor
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This is a replay of episode 77 from 2022. Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin…
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Six of One and 4000 Billion of the Other
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Doogles talks through the most wealth destroying funds of the past decade. Skippy highlights the top 10 highest rated investment books. Doogles continues doom and gloom with the current level of non-mortgage interest payments in the US. The episode wraps with the best and worst capital efficient industries and the state of the Indian options market…
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Skippy talks about how Norway's sovereign wealth fund is thinking about getting into private equity. Doogles covers UBS' most recent global yearbook. Skippy pits Nvidia against some blue chip all stars. The episode wraps with the worst performing fund of the last 20 years and accepted lying in politics. Join the Skippy and Doogles fan club. You can…
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Things kick things off with listener mail on an interview with David Einhorn from Greenlight Capital. Doogles declares that the time of loosey goosey returns are over in retail. Skippy goes back in time, comparing the railroad industry in 1900 to tech stocks today. The episode wraps with Li Lu's principles of value investing. Join the Skippy and Do…
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I Like to Be In America! For a Small Fee in America!
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Doogles celebrates that the Japanese stock market is back to all time highs. Skippy rains on the parade by comparing Japan in the late 80s to big tech in the US today. Skippy walks through the price of the American dream according to Investopedia. Doogles talks process improvement, iBond redemption and hard to pronounce company names. The episode w…
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ETF Yields So Hiiiiiiiiigh, High Above Me
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Doogles covers listener mail on how Dave Ramsey is losing the under 40 crowd. Then he follows Jason Zweig's advice to watch out for covered call ETFs with supposedly high distribution yields. Skippy recaps three bets: Nvidia valuation, Meta, and Kohl's. Doogles shuns an Airbnb arbitrage scheme. The episode wraps with how Americans are feeling alone…
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Doogles tries the find the bottom of the Chinese stock market. Skippy wonders if the current model for the NCAA is about to end. Loud budgeting might be a friendship saver. Doogles doesn't understand whey there is proposed investor ESG regulation. The episode wraps with a $25 million deep fake fraud scam in Hong Kong. Join the Skippy and Doogles fa…
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Smart Money Bets on Liberty Biberty
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New Goldman Sachs report continues to say bet on America. Baupost, Point72, Berkshire and more are making an arbitrage bet on Liberty SiriusXM. TikTok investors continues down the nonsense train, and we love it. Chamath shuts down plans to raise a VC fund. Skippy and Doogles cover each of their recent top book recommendations. Join the Skippy and D…
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Housing is a Lens Into Civilization w/ Conor Dougherty (author of Golden Gates)
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Skippy and Doogles sit down with Conor Dougherty, New York Times reporter and author of Golden Gates: Fighting for Housing in America. We discuss the role of the city, land investments in Detroit, government acting as real estate investors and more. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.…
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Celebrating That Rent-a-Center Culture
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The S&P 500 returns to all time highs! Skippy points out that Chinese stocks aren't a cause for celebration and Alibaba fundamentals aren't matching its stock performance. Doogles highlights investment lessons from 2023 according to Morningstar. Skippy goes to Rent a Center to get some Jordan 5s. The episode wraps with a politically charged economi…
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Skippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. Skippy pours one out for Nick Saban, who retired last week. The episode wraps discussing the "quant winter" and Cliff Asness, and a shout out to Howard Marks' latest memo. Join the Skippy and Doogles fa…
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Running 5Ks Does Not An Investor Make [2023 Episode Compilation]
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For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Doogles) and this year's stock picks. For all our other valued listeners, we have a compilation of some your favorite hits from last year — Tim Ferriss asks Warren and Charlie a question, a CEO values his t…
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Bird Bird Bird, the Bird Ain’t the Word
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Doogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the Vail vs. Alterra US skiing duopoly. Skippy hates on wasteful spending at universities, focusing on Auburn. The episode wraps with the sad and epic tale of Bird scooters. Join the Skippy and Doogles fan…
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When They Move, We Move, Just Like That
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The episode kicks off with listener mail on UPenn wunderkind value investors and Congress continuing to trade on individual stocks. Doogles takes awe at the Magnificent 7 and their continued dominance. The episode wraps with China's crackdown on gaming and Advertise Now, Pay Later. Join the Skippy and Doogles fan club. You can also get more details…
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Doogles kicks off with listener mail on a playful strategy of buying the dip on anti-wokism. He then covers a piece on Elon Musk's financial troubles. Skippy discusses the complexity of making sports stadiums into economic development areas. Doogles talks signs that it's not time for a recessions. The episode wraps with Gen Z's favorite fashion bra…
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Doogles walks through the economics of all you can eat buffets. Skippy drops a few more Charlie Munger quotes and discusses the recent interview between him and the Collisons. Doogles is impressed with the results from the largest universal basic income experiment. The episode wraps talking about the current state of corporate debt. Join the Skippy…
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RIP to Charlie Munger. Doogles gives a PSA on the DJ Envy real estate debacle, and paying attention to what celebrities are pitching. Skippy hits on how stocks crushed in November. Doogles talks correlation between when people come of age and their percentage equity allocation. The episode wraps with Mark Cuban's gangsta move on selling the Mavs. J…
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Junk Bonds Got the Yields to Make Your Booty Go Smack
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It's Black Friday at retailers, and at the Skippy and Doogles podcast. Check out our premium deals. Nvidia releases blow your mind earnings (again). Skippy lays out some stock research recommendations. Doogles tells a story from Gretchen Morgensen's book The Plunderers about private equity. The episode wraps with a Morgan Housel piece called the Fu…
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Skippy and Doogles try to find the logic of Sam Altman’s boot from OpenAI. Doogles enjoys a Kayla Scanlon piece on the perception of the economy. Skippy hits on a couple points from Morgan Housel’s latest book. Doogles talks inheritance and inequality. The episode wraps with a quiz on real estate, a nice take on Goldman Sachs and how much you shoul…
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Skippy declares that it's definitely time to stop listening to Dave Ramsey. He also is intrigued with a mining company that may have some hidden gems. Doogles doesn't like the incentive structure that's been given to startup companies. Skippy doesn't understand how Isiah Thomas didn't know he and MJ had beef. The episode wraps talking about zombie …
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Ye And His Adidas Do the Illest Things
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Skippy calls the SBF trial boring. Doogles lays parallels between Adidas, Kanye West, and the stock market. A CEO is upset that his buybacks aren't increasing his stock price. Doogles highlights recent Charlie Munger interviews. The episode wraps with WeWork, investing and the economy, and Stanley Druckenmiller calling out Janet Yellen. Join the Sk…
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Skippy rips Doogles on his Twilio position. Doogles covers a recent Wall Street Journal article about mini-millionaires. Skippy discusses the existence of free will according to Stanford professor Robert Sapolsky. Doogles continues his tirade on the state of the American consumer. The episode wraps with Twitter losing authenticity, life lessons and…
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Skippy covers Morgan Housel's latest — A Few Laws of Getting Rich. Doogles is a fan of Paul Graham's post on being Superlinear. Skippy is mind blown and angry at Howard Marks. The episode wraps with Microsoft news and the loss of home purchasing power. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogl…
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Slimmer Waistlines, Slimmer Returns
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Doogles goes down a professorial rabbit hole about weight loss drugs — Ozempic, Wegovy and Mounjaro — and their impact on the stock market. Skippy gets YIMBY and NIMBY about IRS audits. The episode wraps with an overview of a Zelle pool purchase scam. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogle…
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Doogles continues his tirade on company spending after reading a Wall Street Journal piece on US consumers acting like there's no tomorrow. Skippy talks Amazon's (alleged) price raising algorithm. Doogles loves a recent Noah Smith post about not falling victim to viral charts. The episode wraps with a book report from Skippy on Michael Lewis' new b…
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Skippy and Doogles answer listener mail about some individual stock listener mail. Doogles hits on the difference between inflation rate and price levels. Skippy sees consumer credit card debt continue to rise. Doogles covers a JP Morgan piece on keeping investments simple. Skippy closes the loop on Dave Ramsey's beating the S&P 500 claim. The epis…
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Skippy has a bone to pick with Dave Ramsey. Doogles walks through an awesome talk that Bill Gurley gave at the All In conference. Skippy is amazed and encouraged by how much Singapore pays its government officials. Doogles sees danger in American's distrust of data and the state of the economy. The episode wraps with a paper about historical inflat…
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Would a Stock Without a Dividend Earn As Sweet?
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Doogles takes guidance from Mr. Money Mustache on what to do with your money in this "high interest rate" environment. Skippy schools in the difference between price only and dividend-inclusive returns. Doogles pulls out some investing lessons learned from New Found Research. The episode wraps with Skippy laughing at startup projections (including …
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Doogles is bewildered by a New York Times piece on the impact of college degrees on the wealth premium. Skippy sees more evidence of sophisticated ETFs using leverage, and wonders if that's smart or a sign of the times. Doogles has a car-filled double whammy — cars are more expensive and more invasive. The episode wraps with more executive sales of…
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Getting My Stock Tips At Auntie Anne’s
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Skippy spits knowledge on Nike shoe margins. Doogles tackles listener mail about mean reversion. Skippy has quick hits on Tesla price cuts and Nvidia price gains. Doogles is in awe of Li Lu's guest lecture at Columbia Business School from 2006. The episode wraps with pretzel fraud, Nick Maguilli's redemption, consumer credit and a 'what if' on inte…
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