Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

Ep 473. What Happens to Stocks When the Fed S...

Up next

Ep 475. AI Capex, NFLX/WBD Deal, and the FISV/LRN Meltdown

00:00 Intro 00:50 Berkshire buying $GOOGL: AI revenue 06:35 Mag7 heavy capex 12:30 Circular nature of AI 16:27 Thoughts on the $NFLX / $WBD deal 29:00 $FISV / $LRN massive sell-off 43:00 Insurance business heading into 2026 45:50 Housing industry 51:00 Capital cycles 🔍 Want acce ...  Show more

Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickF ...  Show more

Recommended Episodes

Revisiting: A Successful Transition to Investing with Steve Young
The Important Part: Investing with Liz Thomas

This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ...  Show more

Announcing: Minds Capital
Acquiring Minds

Register here for the webinar, How to Buy a Business & Hire an Operator at Once

<ul><li>https://bit.ly/3KH9RaS</li></ul>


Will Smith has partnered with Niklas James & Max Lummis ...

  Show more

Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
Making Markets

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ...  Show more

Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
Motley Fool Money

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are mor ...  Show more