The Long Only Podcast

Episode 46: Short Attention Span Theater 03.04.2023 21:47 ↓

Gerry bemoans short term-ism in the markets and reiterates the need to focus on the business. Doug confesses a modicum of perma-bear sympathies.

Episode 45: Is Hyperinflation Coming? 27.03.2023 40:00 ↓

As bad as inflation has been, Gerry and Doug are skeptical about claims that it will devolve into the dreaded hyperinflation. Still, they like crypto.

Episode 44: Gerry Can't Drive 55 20.03.2023 34:18 ↓

Instead of being mad at the Fed this week, Gerry is mad at traffic. Once's he's done with that, he and Doug talk about the advantages of venture capital, the good old days (and how they weren't always so good) and whatever else comes to mind.

Episode 43: SVB Blows Up 13.03.2023 31:29 ↓

The guys rehash what everyone is hashing: Silicon Valley Bank. Then, Doug hijacks the show and  lets loose on Covid policies.

Episode 42: Fit To Spit 06.03.2023 26:23 ↓

Does the Fed have as much control over inflation as we think? Also, Gerry and Doug finally realize that it is hard to complain about over-focusing on the Fed without over-focusing on the Fed. 

Episode 41: Where'd Everyone Go? 27.02.2023 27:21 ↓

Is the recent rise in automation a blatant attempt to crowd out humans...or does the declining birth rate indicate that we aren't holding up our end of the bargain?

Episode 40: Hit On The Business, Miss On The Stock? 20.02.2023 28:47 ↓

Gerry explains what "Long Only" means to the uninitiated and Doug ask Gerry if he ever got the business right but go the stock wrong.

Episode 39: Taking On Economists (And Pilots) 13.02.2023 27:50 ↓

Gerry and Doug discussion predictions, the Phillips Curve, economists, etc. as they both try not to cough.

Episode 38: Bouncing Around 06.02.2023 30:40 ↓

Gerry and Doug talk about books, lessons learned, changes not made and basically just try to avoid talking about the currently rising market (as of this recording).

Episode 37: Eighth Time's A Charm? 30.01.2023 30:22 ↓

After repeatedly being fooled by some previous upswings in the market, Gerry and Doug talk about if the worm has finally turned for good.

Episode 36: Never Sell...Until It's Time To Sell 23.01.2023 30:40 ↓

Gerry discusses when to trim, dump or hold.

Episode 35: Good Management Or Good Product? 13.01.2023 25:07 ↓

Which one is more important and can you have one without the other?

Episode 34: The Rip Van Winkle Effect 09.01.2023 28:28 ↓

If we could stop paying attention for a while, it would be a lot easier on everyone involved.

Episode 33: "Simple Not Easy"...Or Is It "Easy Not Simple"? 02.01.2023 16:51 ↓

Gerry gives his most important piece of personal finance advice for 2023.

Episode 32: Looking For A Catalyst 27.12.2022 30:15 ↓

Doug (the one whose audio is subpar this week) asks Gerry what are some possible things that could initiate a turnaround in the economy/stock market for 2023.

Episode 31: It's Like The 70s 19.12.2022 21:31 ↓

Bad economy, inflation, bad president, belligerent Russia ...Doug thinks it feels like the 70s. Find out if Gerry agrees or if he sets Doug straight.

Episode 30: Lots of Activity Can Lead to No Progress 05.12.2022 27:35 ↓

Moving in and out of strategies can be hazardous for your wealth.

Episode 29: FTX-Human Nature At Work 28.11.2022 23:12 ↓

Gerry lays out more of his thoughts on FTX and how it's more of a "fraud and stupidity issue" than a "crypto issue".

Episode 28: Leverage...It Always Works Until It Doesn't 14.11.2022 24:17 ↓

Gerry gives his thoughts on FTX.

Episode 27: This Podcast Is Stuck In A "Trading Range" 07.11.2022 19:12 ↓

Gerry and Doug lament the market, which is currently taking up residence at the corner of Bad and Mediocre.

Episode 26: Free Markets Vs. Free Enterprise 31.10.2022 28:52 ↓

Gerry and Doug talk books and then Gerry tells Doug why "free enterprise" isn't the same as "free markets".

Episode 25: Who Do You Truss? 24.10.2022 24:26 ↓

Gerry and Doug talk about the events of last week...despite the fact that they will probably be undone by the events of this week.

Ep. 24: Just like Kidney Stones, Bad Markets Eventually Pass 17.10.2022 22:31 ↓

The only thing worse than bear markets is overreacting to them.

Ep 23: Fiat Finance, Families and Fake Fascists 10.10.2022 36:14 ↓

Gerry and Doug go around the horn on a variety of issues, some of which don't even start with the letter "F".

Ep. 22: Putting Q3 Out of Our Misery 03.10.2022 27:30 ↓

Gerry and Doug lay this frustrating quarter to rest...and wish Mark Farner a Happy Birthday!