Skippy and Doogles Talk Investing

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 club . You can also get more details about the sh...

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 about the show at skippydoogles.com , show notes...

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 brands, doomsayers, and a layout of US companies' geo...

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 and Doogles fan club . You can also get more deta...

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. Join the Skippy and Doogles fan club . You can also...

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 Full Reset and a FINRA marketing proposal that like...

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 should be taking out of your retire...

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 companies. Join the Skippy and Doogles fan club ....

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 Skippy and Doogles fan club . You can also get more...

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 Jamie Dimon selling shares. Join the Skippy and D...

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 skippydoogles.com , show notes on our Substack , and send co...

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 skippydoogles.com , show notes on our Substack , and send com...

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 book Going Infinite. Join the Skippy and Doogles fa...

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 episode wraps with why selling is hard. Join the S...

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 inflation shocks. Join the Skippy and Doogles fan club ....

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 Starlink's) and a tweet on the difference between...

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 Nvidia stock. Join the Skippy and Doogles fan clu...

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 interest rates. Join the Skippy and Doogles fan club ....

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 skippydoogles.com , show notes on our Substack , and s...

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 . You can also get more details about the show at ski...

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 with Bill Miller and a take on high yield stock p...

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. The episode wraps with Ben Carlson's article on the...

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 Saudi Arabian football club and US higher education...

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 episode with Jeremy Giffon. The episode wraps dis...

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 recommendations! Join the Skippy and Doogles fan c...