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Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)

On this episode of Chit Chat Stocks, we dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss:(00:00) Introduction(02:46) Understanding the Investm ... Show more

. 1h 5min

Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Price ... Show more

. 1h 5min

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