The Long Only Podcast

Gerry and Doug revisit the Fed and its propensity to always do what they don't want it to do.

Gerry lays out his case against the detestable, un-American practice of short selling. Ok, maybe that's overstating it, but he just doesn't like it.

Could the worst be over for the economy? Crazier things have happened (literally, many of them  since 2020).

Gerry and Doug lay out the arguments for and against ESG and it's unnatural role in investing... actually, they don't lay out any arguments for it, they just talk about why it is ridiculous.

To counterbalances the negativity, Gerry lays out positive and encouraging developments in the investing universe.

The guys riff in this one, as Doug relates the current economy to an Eagles frontman and Gerry resists the urge to mock him mercilessly.

Taylor Frigon's longtime  Director of Research, Dave Mathisen, joins the show to discuss the process,  his time in the military and his similarities to a well-known Patrick Swayze character.

Gerry has his "this generation has it too easy" moment as he expounds to Doug on the virtues of suffering as it relates to investing.

This week, Gerry lays out the problems over too much market-watching and the downside of liquidity.

Gerry and Doug dig into faith, first principles, worldviews and values to discuss how they effect our business and why they matter to our firm.

Gerry takes the focus off of interest rates and  opines on the  problems of the regulatory state and makes the case for pro-growth policies.

Doug gives Gerry the third degree  over with certain investing trends of the last few years qualify as fads or as legitimate investments.

Gerry and Doug ask the proverbial investor the question "Did You Think it Was Going To Be Easy?" and how it relates to the monetary environment and the discipline of investing in tough times.

Gerry lays out the benefits of approaching investing by looking for good companies, as opposed to merely counting on the overall market to rise.

Gerry and Doug talk about the historic interest rate increase and its implications.

Whether they like it our not, many Americans are de facto investors in real estate. Gerry breaks down his thoughts on how the real estate market could effect stocks.

Gerry lays out some thoughts on mitigating your tax burden with respect to investing.

Gerry and Doug talk about the how the individual investor should be responding in the current market environment.

Gerry breaks down the role that narratives (and schema) play in his investing process.

Optimism isn't just for Pollyanna. Gerry talks about how seeing the glass as half full makes for better investing performance.

In this first episode, host Gerry Frigon and co-host discuss Doug Connolly, Taylor Frigon's methodology, active management and some of the unseen issues with the trend towards  passive management.