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Mania and Smoke Signals in the Markets — with Richard Kramer

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Konten disediakan oleh Vox Media Podcast Network. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Vox Media Podcast Network atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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541 episode

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iconBagikan
 
Manage episode 333003975 series 2629939
Konten disediakan oleh Vox Media Podcast Network. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Vox Media Podcast Network atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

541 episode

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