Podcast Skippy And Doogles terbaik (2024)

1
Keep the Credit Where Credit’s Due 41:39

1d ago41:39

41:39

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…

1
Tap That Social Security, Baby 45:25

9d ago45:25

45:25

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…

1
Absolutely Never Always Use Absolutes 44:36

16d ago44:36

44:36

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.…

1
[Replay] The Market Has the Mouth of a Saylor 1:09:24

23d ago1:09:24

1:09:24

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…

1
Six of One and 4000 Billion of the Other 39:26

30d ago39:26

39:26

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…

1
Norway Or the Highway 37:04

1M ago37:04

37:04

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…

1
It's Coal, It's Got the Juice 43:04

1M ago43:04

43:04

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…

1
I Like to Be In America! For a Small Fee in America! 41:39

2M ago41:39

41:39

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…

1
ETF Yields So Hiiiiiiiiigh, High Above Me 42:10

2M ago42:10

42:10

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…

1
Choke the Woke, End Up Broke 36:12

2M ago36:12

36:12

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…

1
Smart Money Bets on Liberty Biberty 51:14

2M ago51:14

51:14

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…

1
Housing is a Lens Into Civilization w/ Conor Dougherty (author of Golden Gates) 50:46

3M ago50:46

50:46

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.…

1
Celebrating That Rent-a-Center Culture 50:54

3M ago50:54

50:54

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…

1
Dat Money Be Gone 38:37

3M ago38:37

38:37

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…

1
Running 5Ks Does Not An Investor Make [2023 Episode Compilation] 46:53

3M ago46:53

46:53

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…

1
Bird Bird Bird, the Bird Ain’t the Word 43:25

4M ago43:25

43:25

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…

1
When They Move, We Move, Just Like That 38:19

4M ago38:19

38:19

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…

1
Rich Elon, Poor Elon 50:49

4M ago50:49

50:49

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…

1
All You Can Eat Debt Buffet 37:05

4M ago37:05

37:05

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…

1
Feeling That Munger Hunger 35:51

4M ago35:51

35:51

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…

1
Junk Bonds Got the Yields to Make Your Booty Go Smack 45:38

5M ago45:38

45:38

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…

1
I Do Not Like It Sam I Am 1:00:04

5M ago1:00:04

1:00:04

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…

1
Just Stop, Dave Ramsey 39:47

5M ago39:47

39:47

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 …

1
Ye And His Adidas Do the Illest Things 43:35

5M ago43:35

43:35

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…

1
Free Will(y) 54:54

6M ago54:54

54:54

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…

1
Snitches Get Riches 50:46

6M ago50:46

50:46

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…

1
Slimmer Waistlines, Slimmer Returns 46:57

6M ago46:57

46:57

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…

1
Impendio Infinitus 45:37

6M ago45:37

45:37

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…

1
For the Love of the Fat Bears 46:59

7M ago46:59

46:59

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…

1
Government Does Itself No Favors 43:11

7M ago43:11

43:11

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…

1
Would a Stock Without a Dividend Earn As Sweet? 42:51

7M ago42:51

42:51

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 …

1
Indebted and Fretted 39:58

7M ago39:58

39:58

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…

1
Getting My Stock Tips At Auntie Anne’s 53:20

8M ago53:20

53:20

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…

1
SPAC’d In the Face With Reality 39:09

8M ago39:09

39:09

Chamath gets called out (again) for the poor performance of his SPAC empire. Doogles discusses a blog post about KPI psychosis. Skippy hits on market forces and the US minimum wage. Doogles wraps the episode with a controversial discussion on mean reversion. Join the Skippy and Doogles fan club. You can also get more details about the show at skipp…

1
When I Rich, You Rich, We Rich 46:46

8M ago46:46

46:46

Skippy points out that people are reading Michael Burry's 13F all wrong. Doogles loves the question raised by Gary Marcus around what if Generative AI is a dud. Skippy hits on rich people that feel poor. The episode wraps with the misuse of autonomous vehicles and speculation on the future of the US economy. Join the Skippy and Doogles fan club. Yo…

1
A Mighty Big Bite of the Apple 50:00

8M ago50:00

50:00

Doogles highlights an Axios piece on how America might be losing its hustle. Skippy questions Berkshire Hathaway holding such a large position in Apple. Doogles pushes back hard on Nick Maggiuilli's take on income as a predictor of wealth. Skippy gives an update on Investment GPT's performance. The episode wraps with some gems from a 2006 interview…

1
Retire? I Don’t Even Know Her! 46:56

8M ago46:56

46:56

Doogles talks about Americans' retirement readiness (spoiler alert: they're not ready). Skippy recaps some points from the Bill Perkins book Die With Zero. The Yellow Trucking logo debate continues. Doogles hits on a recent David Einhorn interview about value investing and parlays that into an analysis on the accuracy of guru market predictions. Th…

1
Seeing the World Through Yellow Colored Glasses 44:38

9M ago44:38

44:38

Skippy drops knowledge about running a rental car business in Dubai. Yellow trucking is going bankrupt after 99 years. Doogles covers a Collab Fund piece on cyclicality. US car prices have shot up, a potential sign that a soft landing may not happen. Doogles talks Japanese demographics. The episode wraps talking about Mbappe's $1b offer from the Sa…

1
We Will All Be Robots Soon 49:10

9M ago49:10

49:10

Doogles has fun with a post that highlights how we've been saying that robots are taking over the world for over 100 years. Skippy has a problem with Nick Maguilli's recent piece called The Problem With Valuation. Doogles dives into a San Francisco child education account program. Skippy hits on key points from a recent Invest Like the Best podcast…

1
TayTay Day 5:25

9M ago5:25

5:25

This is a premium episode week, so our public episode is short. If you want to become a premium subscriber, head over and join the Skippy and Doogles fan club. On the premium episode, Skippy and Doogles discuss recent investment news, and then tackle ways to increase yours savings rates and specific stocks that are hitting their radars — research r…

1
Gotta Lose Money to Make Money 35:11

9M ago35:11

35:11

Skippy says it's time to look into considering selling those I Bonds. Doogles dives into a research paper about cognitive bias in financial decision making. Skippy is fascinated by slot machine gamblers making money on YouTube. The Musk/Zuck battle continues through the launch of Threads. The episode wraps with a conversation about the impact of in…

1
Things Are Going South 48:51

10M ago48:51

48:51

Famed Colorado restaurant Casa Bonita won't use tipping. Skippy hits on economic growth happening in the Southeast US. Doogles is loving a recent Collab Fund piece "A Few Questions". Skippy discusses Morningstar's survey on why people pick financial advisors. The episode wraps with Gen Z's views on retirement and saving the world by printing and di…

1
The Billionaire Death Match 45:36

10M ago45:36

45:36

Elon Musk and Mark Zuckerberg have decided to fight in a cage match. Warren Buffett is amazing. TransDigm shows CEOs can sell stock and still be bullish. Doogles walks through a Morningstar piece on portfolio mistakes. Skippy covers the benefits of living abroad and self awareness. The episode wraps with a recent interview of Bill Ackman by Harry S…

1
Nuggets of Wisdom 1:00:42

10M ago1:00:42

1:00:42

Nikola Jokic responds to the Nuggets winning the championship as only he would. Reddit under fire for charging for API usage. Skippy lays out clear IRS data on where it should focus its audits. Doogles takes issue with corporate profits. Americans see tipping getting out of control. The episode wraps with Nvidia leadership selling shares, Cathie Wo…

1
When Puts Comes to Shove 47:43

10M ago47:43

47:43

Casa Bonita is back in Colorado! Apollo's CEO says there's no alpha in the market. Skippy's Dave Ramsey disappointments continue. Doogles doesn't like Vegas changing the gambling odds. Skippy celebrates Messi coming to the US. Doogles compares Brandon Marsh's controlled aggression in baseball to good investing practices. The episode wraps with Skip…

1
All Hail the Salvatious Seven 41:17

11M ago41:17

41:17

Nvidia is even too expensive for Cathie Wood. Skippy highlights the historical performance of the top 10 market cap stocks before and after they join the top 10. Doogles is foolishly amazed at how little cash the US government has relative to billionaires' net worth. What does Dollar General's performance say about the state of the US economy. The …

1
From the Pub to Your Ear Buds 23:04

11M ago23:04

23:04

I know we said this was a week off, but Skippy couldn't hold back — even though he's galavanting about Europe. We have a short emergency pod, hitting on Nvidia's uncanny rally continuing, current performance concentration in the S&P 500, the ascent of South Korean food, and the negative correlation between investment experience and investment confi…

1
Scurry Burry Investing Up a Flurry 43:50

11M ago43:50

43:50

On a quest for ridiculous things, Skippy hits on Michael Burry's portfolio and Nvidia's current valuation. Doogles is still interested in Japanese stocks. Skippy shakes his head at people throwing their money at the ChatGPT Portfolio. Doogles is saddened by the state of financial literacy in the US, backed by a recent research paper. The episode wr…

1
Mungermania LVIII 54:40

11M ago54:40

54:40

Skippy ponders what we choose to measure and what we don't — centered around the NFL teams' varying travel schedules. Then he discusses Stan Druckenmiller's recent USC doom and gloom speech. Doogles fanboys over parts of the Berkshire Hathaway annual meeting. Skippy hits Doogles-inspired hot buttons: Robinhood, Twilio, and Cathie Wood. The episode …

1
No Pain, No Premium 52:49

11M ago52:49

52:49

Doogles marvels at how AI is changing...meaning Allen Iverson to Artificial Intelligence. Skippy takes the Warren Buffett challenge. Doogles walks through a recent AQR report on international diversification. Skippy can't believe that UC schools students are fighting to live on camp sites with current lack of affordability. The episode wraps with p…

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Skippy And Doogles Podcast

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