Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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内容由Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly提供。所有播客内容(包括剧集、图形和播客描述)均由 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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QAV 736 – RECENCY BIAS
Manage episode 438014753 series 2511970
内容由Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly提供。所有播客内容(包括剧集、图形和播客描述)均由 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of the QAV value investing podcast, Tony and Cam review the impressive US portfolio performance with a rise of 44%, compared to the S&P’s 27%, and compare with the Australian portfolios. They discuss the recent performance of big caps versus small caps, MMS setbacks. Behavioral economics insights from ‘What Works on Wall Street’ by Shaughnessy are explored, focusing on recency bias and overconfidence. They cover Resimac (RMC) CEO’s sudden resignation, financial implications for Australian Clinical Labs (ACL), Stock Doctor data integrity issues with SCL, and delve into Judo Holdings’ (JDO) market position in the ‘Pulled Pork’ segment. Listener questions about SMSF strategies are addressed. The episode closes with After Hours, emotional updates on Tony’s horse racing ventures, tales of Cape Schanck, Dave Grohl’s autobiography, The Room, Brahms Intermezzi, and the joys of old Jackie Chan and Donnie Yen films.
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316集单集
Manage episode 438014753 series 2511970
内容由Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly提供。所有播客内容(包括剧集、图形和播客描述)均由 Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of the QAV value investing podcast, Tony and Cam review the impressive US portfolio performance with a rise of 44%, compared to the S&P’s 27%, and compare with the Australian portfolios. They discuss the recent performance of big caps versus small caps, MMS setbacks. Behavioral economics insights from ‘What Works on Wall Street’ by Shaughnessy are explored, focusing on recency bias and overconfidence. They cover Resimac (RMC) CEO’s sudden resignation, financial implications for Australian Clinical Labs (ACL), Stock Doctor data integrity issues with SCL, and delve into Judo Holdings’ (JDO) market position in the ‘Pulled Pork’ segment. Listener questions about SMSF strategies are addressed. The episode closes with After Hours, emotional updates on Tony’s horse racing ventures, tales of Cape Schanck, Dave Grohl’s autobiography, The Room, Brahms Intermezzi, and the joys of old Jackie Chan and Donnie Yen films.
…
continue reading
316集单集
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