In our new episode, @pcordway, @ElliotTurn, @JMihaljevic discuss

David Spiegelhalter on risk and the use (and misuse) of statistics

>90% of stocks are down >10% from YTD highs (>30% for Nasdaq, Russell) even as the indices remain close to highs

Enjoy!
https://www.podbean.com/media/share/pb-78spa-1106d17

Enjoy the new episode of @twiii_podcast!
Co-hosts @ElliotTurn, @pcordway, @JMihaljevic discuss (i) duration, terminal value, and FOMO; and (ii) investing articles and texts that belong in every investor's "re-read" folder.
Detailed show notes coming soon!
https://www.podbean.com/media/share/pb-27b8c-10fe89b

Our new episode is out, and it's a special one!

@pcordway hosts @williamgreen72 for a conversation about the book, "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life".

Lots of great nuggets in this one, so check it out!

https://www.podbean.com/media/share/pb-zkq6z-10f4d23

Our new episode is out!

Co-hosts @pcordway, @ElliotTurn, @JMihaljevic discuss
(i) confidence vs. overconfidence; and
(ii) idea generation, or how to get to "no" quickly in the investment process.

Sorry for the delay - we hope you'll enjoy this episode!
https://www.podbean.com/media/share/pb-4x3jd-10ed0db

Season 2 is here!
@pcordway, @ElliotTurn, and @JMihaljevic discuss
(i) why all news seems to be good news in markets, and whether cycles have been dampened;
(ii) the distinction between sound underwriting and position management, as illustrated by Kambi.
https://www.podbean.com/media/share/pb-mmpuv-10d9e87

What are good examples of asset light, economically sensitive businesses or industries? Ex third party logistics freight, home purchase related services.

Ladies and gentlemen, the one and only @jposhaughnessy. Hope it’s as fun to listen to as it was to record. Jim is a very interesting individual and a great person.

https://open.spotify.com/episode/1a83PBfFpYPFxtus2rHfde?si=MTJV5374RRWyY_Qin3qMXQ&dl_branch=1z

https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053?i=1000533176017

"Grahamian Investing", a thought-provoking post by @mfuggetta https://www.massimofuggetta.com/2021/08/18/grahamian-investing/#.YR1iXOphY8F.twitter via @mfuggetta

[New In-Depth Research] Will global oil demand will taper off due to ESG-related reasons, as the IEA predicts? Read our newest in-depth commentary to find out why this is likely more of a fairy tale than reality: https://hubs.li/H0TKtJV0 #commodities #financialadvisors

Am a big admirer of Alex Gilchrist's interviewing skills, deep insights and ability to dissect really complex concepts into simple ideas. Thank you @veiled_value and @manualofideas

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