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Mania and Smoke Signals in the Markets — with Richard Kramer

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Manage episode 333003975 series 2629939
内容由Vox Media Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Vox Media Podcast Network 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

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

554集单集

Artwork
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Manage episode 333003975 series 2629939
内容由Vox Media Podcast Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Vox Media Podcast Network 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

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

554集单集

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