使用Player FM应用程序离线!
Mania and Smoke Signals in the Markets — with Richard Kramer
Manage episode 333003975 series 2629939
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
554集单集
Manage episode 333003975 series 2629939
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
554集单集
Tüm bölümler
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。