最佳Skippy And Doogles播客 (2024)

1
Curmudgeonry McMuffinry 39:13

10d ago39:13

39:13

Skippy talks through Jason Zweig’s list of market grievances in his latest commentary in the Intelligent Investor. Some French dude is betting $30 million on a Trump election victory. Douglas is excited that for profit tutoring might be back in China. The Dwayne Wade statue is used as a field goal distraction. The episode wraps with tax advantaged …

1
Millennials Do Debt Better 38:09

17d ago38:09

38:09

It's the 200th episode, people! Doogles starts off talking about the finances of millennials vs. baby boomers in the US. Skippy raises Invest America's idea of giving everyone "baby stocks". Doogles compares food prices in the US to other countries. The episode wraps discussing education costs and the YTD best performing years for the S&P 500. Join…

1
Mr. Statman, Bring Me Some Risk 33:04

24d ago33:04

33:04

Doogles covers a recent Ben Carlson piece on the importance of the sequence of returns in investing. Skippy likes a breakdown by Professor Statman about the different types of risk we should all take into account — investment, career, and social. The episode wraps with a discussion about richer households driving consumer spending in the US, and Vi…

1
Unicorns, 10 Years Hence w/Aileen Lee (Founder of Cowboy Ventures) 25:19

1M ago25:19

25:19

Skippy and Doogles sit down with the one and only Aileen Lee. Aileen is the founder of the venture firm Cowboy Ventures, and created the term "unicorn" for companies worth at least $1 billion and less than 10 years old. Awesome convo. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes…

1
Don't Let An Accounting Professor Run Your Company 42:31

1M ago42:31

42:31

KIcks off with listener mail about a Duke research report on human capital investments during Covid. Doogles walks through a Graham Duncan piece on the 5 levels of investment prowess. Skippy throws shade at banks for making so much money while not paying high interest rates. The episode wraps with CZ getting out of jail and starting a Giggly compan…

1
David Tepper Just Don’t Care 43:06

2M ago43:06

43:06

Skippy talks through the pros and cons of legalized sports gambling in the US. Doogles covers the recent Chinese stock rally and David Tepper's take on the whole thing. The episode wraps with OpenAI's proposed shift to a for profit company. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show…

1
Silly Yeltsin, Trix Are For Kids 42:21

2M ago42:21

42:21

Kicks off with listener mail about refinancing given the recent interest rate reduction. Doogles covers a post about universities being debt factories. Skippy is loving the anniversary of Boris Yeltsin's visit to a Texas grocery store. Doogles walks through Marty Zweig's rules of investing. The episode wraps with Nike getting a new CEO and Microstr…

1
Boyz II Men, ABC, BBD...Less Tax For Your Family 46:43

2M ago46:43

46:43

Doogles hops back on his air conditioning soap box. Skippy is enamored with the cash flow generation of Visa. Doogles talks about the privileged tax strategy that is Buy, Borrow, Die. The episode wraps with a conversation about Only Fans' economics. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.…

1
Rub a Dub Dub, Costco is Da Club 50:28

2M ago50:28

50:28

Lots of listener mail! First up, Skippy can't get over how bad a recent Economist article is, called Has Warren Buffett Lost His Touch? Doogles praises Costco and all its glory. Skippy is more than skeptical about the potential for a new(ish) app called dub to succeed in helping people to copy other investors' portfolios. The episode wraps by discu…

1
A Branded Tattoo, I’ll Always Have You 40:32

2M ago40:32

40:32

Doogles passionately expresses his hotels rewards preference. Skippy makes a quiz out of the hottest brands people get tattooed on their bodies. Douglas covers the economics of Roblox. The episode wraps with a chance encounter upon EBITDA Growth Systems and 9 thoughts on money from George Mack. Join the Skippy and Doogles fan club. You can also get…

1
Some Guy On Some Other Job is Mr. Market 14:36

3M ago14:36

14:36

This is a premium episode week where Skippy and Doogles talk about recent stock buys — to become a premium subscriber head over here. For non-subscribers, Doogles highlights Howard Marks' recent memo "Mr. Market Miscalculates" and a great blog post about the importance of expertise...as evidenced by piano tuning. Join the Skippy and Doogles fan clu…

1
Confirmation Bias, And it Feels So Good 46:03

3M ago46:03

46:03

Doogles practices the art of confirmation bias in a paper by the Federal Reserve of San Francisco about Americans running low on cash and high on debt. Skippy does the same in a review of recent 13Fs, and big funds buying some of his picks. Doogles talks through the recent lack of distributions to investors for private equity funds. The episode wra…

1
Warren’s Hoarding Cash and Putting Apple in the Trash 38:47

3M ago38:47

38:47

Berkshire Hathaway has a record cash pile and Doogles speculates on what he might do with it. Skippy yawns at the market drop, talks Yen carry trade and the finances of the US VP candidates. Doogles marvels at the Nvidia H100 hoarders. The episode wraps with the terms of Pitbull buying the stadium naming rights to Florida International University. …

1
Will the Real Andy Grove Please Stand Up? 36:05

3M ago36:05

36:05

Skippy is enamored by Uber's cumulative to date operating losses. Doogles goes through the history of the one and only George Foreman Grill. Skippy shines light on the effectiveness of investing alongside Wall Street Bets. The episode wraps with the many failures of Intel and the history of dominant stocks in the market. Join the Skippy and Doogles…

1
Pull Yourself Up By Your Pigtails 40:28

4M ago40:28

40:28

Skippy discusses the rise of Junior Bridgeman, NBA 6th man to $600m empire. Doogles walks through the results of OpenResearch's recent universal basic income (UBI) study. Skippy talks through the profiles of Bitcoin owners. There's some debate over the merits of the CAOS ETF. The episode wraps with a convo about Collab Fund's recent post "Fill the …

1
Wonk and Circumstance 50:35

4M ago50:35

50:35

Skippy puts the magic of compounding on full display. Doogles runs through a research paper on balancing your career risk with portfolio risk. Skippy looks at stock volatility and Hawaiian Electric. Doogles continues his rant on US debt. The episode wraps with a political Bitcoin conspiracy theory and the sad life of UK stocks. Join the Skippy and …

1
The Skippyonaire Next Door 40:28

4M ago40:28

40:28

Skippy is very happy about the large number of new companies being started in the US. Doogles touts the skills of Priscila Barbosa and her Uber/Lyft scam empire. Skippy creates a new financial moniker called...the Skippy. The episode wraps talking about the state of US national debt. Join the Skippy and Doogles fan club. You can also get more detai…

1
NYC’s $700 Million Schurprise 44:13

4M ago44:13

44:13

Doogles talks through a piece on how no one really understands interest rates, but Skippy isn't buying it. Skippy covers New York City's traffic disaster and the $700 million fall out. Doogles hits on Sequoia's $600 billion AI question. The episode wraps with the reality gap media has with politics in the US. Join the Skippy and Doogles fan club. Y…

1
Walgreens’ Milkshake Brought No Investors to the Yard 41:23

5M ago41:23

41:23

Nepotism remains alive as Bronny James gets drafted by the Lakers. Skippy gets nostalgic about Nike stock. Doogles can't believe how bad of a business Walgreens has managed to become. The episode wraps talking about the "Daddy Model of Wealth" outlined by Paul Graham. Join the Skippy and Doogles fan club. You can also get more details about the sho…

1
Why’d You Have to Go And Make Things So Concentrated? 54:21

5M ago54:21

54:21

Skippy kicks off with current stock allocation rates for Americans, then moves to the wild premiums that Costco and Nvidia stocks have right now. Doogles hits on a Global Financial Data article covering stock market concentration rates over the last 200 years. The episode wraps with a Wall Street Journal piece on financial lessons from our parents,…

1
[Replay] Your Consumerism is Killing Me 43:58

5M ago43:58

43:58

This is a replay but still relevant episode from late 2021. Skippy gets confused as to why Starbucks is adopting the blockchain (and you should be too). Then Skippy and Doogles discuss 3 big breakups this week — General Electric, Toshiba, and Johnson & Johnson are all splitting up their companies. Doogles calls out all of us for perpetuating inflat…

1
My AI Juice Is Worth Your Squeeze 38:22

5M ago38:22

38:22

Jensanity has hit new heights with Jensen Huang signing body parts over in Taiwan. Walkthrough of how to make good money in side hustles. Skippy covers a WSJ piece on how AI losing its fizzle. The episode wraps with a convo about the state of leveraged finance and a no good, terrible, bad advertising campaign. Join the Skippy and Doogles fan club. …

1
Get Your 10 Year Old to the Ballot Box 35:09

5M ago35:09

35:09

Premium subscribers get a couple hot stock research recommendations to kick it off. Doogles tackles listener mail that covers the book The Fourth Turning. Skippy laughs some more at Google AI and Salesforces' inability to use its own product. The episode wraps discussing the results of a YouGov survey about people's favorite decades. Join the Skipp…

1
Hi-ho, the Derry-o, the Fama In the Dell 43:30

6M ago43:30

43:30

Listener mail hits on the controversial topic of Fama and French's data set shifting. Skippy goes off about supposed ridiculousness coming from Google's AI results. The episode wraps with a thought experiment comparing the cost of living in an all inclusive resort vs. living in "Middle America." Join the Skippy and Doogles fan club. You can also ge…

1
Google Has Gone Full Hooli 44:03

6M ago44:03

44:03

Kicks off with listener mail about the multi-level-marketing shenanigans of IM Academy. Skippy teases Doogles about a winning pitch on shorting Pool Corp. Skippy plays with ChatGPT 4-o as his new financial analyst. Doogles covers an op-ed on taxing billionaires. The episode wraps with a quick hit on the failure of Red Lobster. Join the Skippy and D…

1
Chocolate’s Called Liquid Gold For a Reason 52:12

6M ago52:12

52:12

Skippy honors the legacy of Jim Simons' legendary returns. Doogles covers people's inaccurate view of fairness. Skippy won't stop ranting about tech companies' capital expenditures. Doogles gives highlights from a recent financial literacy survey. The episode wraps with Howard Marks on debt and Doogles' most recent stance on Twilio. Join the Skippy…

1
Skippy & Doogles Go To NewBraska 40:19

6M ago40:19

40:19

Skippy and Doogles TAKE OVER (but not really) the Berkshire Hathaway annual shareholders meeting in Omaha. We give you the run down on the dilly as it were. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.…

1
Debt La Soul is Dead 44:14

7M ago44:14

44:14

Doogles gets nostalgic about the Domino's 30 minute delivery guarantee. Skippy spits wisdom about debt and money from the book Letters to My Son. Doogles continues the debt train talking about home mortgages and credit card charge offs. The episode wraps discussing how to comprehend compounding, and the state of Chinese real estate. Join the Skippy…

1
Pretty Ricky’s What They Call Him 56:58

7M ago56:58

56:58

Skippy talks about how Americans throw away $68 million in change per year. He then gives out a research recommendation of an American utility. Doogles walks through a New York Times piece claiming that the boom and bust cycle is dead. Doogles finally finished the book Same as Ever and talks through the highlights. The episode wraps discussing the …

1
Keep the Credit Where Credit’s Due 41:39

7M ago41:39

41:39

We kick off with a barrage of listener mail on women's basketball, retirement, and David Einhorn stock picks. Doogles brings us a recent Cliff Asness interview and parlays that into lessons from Jensen Huang of Nvidia. Skippy is saddened that Intel can't get out of its own way. The episode wraps with a sad case of someone selling their credit histo…

1
Tap That Social Security, Baby 45:25

7M ago45:25

45:25

Skippy is surprised to learn that Nike stock is on a 50% drawdown...yet still not cheap. Doogles walks through a piece on winning by avoiding blunders. Skippy takes us to microcap nerd land through an interview with the author of the NoNameStocks blog. The episode wraps discussing fee based financial advisors and "volatility laundering". Join the S…

1
Absolutely Never Always Use Absolutes 44:36

8M ago44:36

44:36

Skippy and Doogles are amazed at DJT's ability to have no business and all the valuation. Skippy picks a fight over the investing book A Simple Path to Wealth. Doogles covers a tweet about joining Nvidia as a new grad in 2013. The episode wraps talking about Michael Saylor selling Microstrategy to buy bitcoin and an interview with Aswath Damodaran.…

1
[Replay] The Market Has the Mouth of a Saylor 1:09:24

8M ago1:09:24

1:09:24

This is a replay of episode 77 from 2022. Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin…

1
Six of One and 4000 Billion of the Other 39:26

8M ago39:26

39:26

Doogles talks through the most wealth destroying funds of the past decade. Skippy highlights the top 10 highest rated investment books. Doogles continues doom and gloom with the current level of non-mortgage interest payments in the US. The episode wraps with the best and worst capital efficient industries and the state of the Indian options market…

1
Norway Or the Highway 37:04

8M ago37:04

37:04

Skippy talks about how Norway's sovereign wealth fund is thinking about getting into private equity. Doogles covers UBS' most recent global yearbook. Skippy pits Nvidia against some blue chip all stars. The episode wraps with the worst performing fund of the last 20 years and accepted lying in politics. Join the Skippy and Doogles fan club. You can…

1
It's Coal, It's Got the Juice 43:04

9M ago43:04

43:04

Things kick things off with listener mail on an interview with David Einhorn from Greenlight Capital. Doogles declares that the time of loosey goosey returns are over in retail. Skippy goes back in time, comparing the railroad industry in 1900 to tech stocks today. The episode wraps with Li Lu's principles of value investing. Join the Skippy and Do…

1
I Like to Be In America! For a Small Fee in America! 41:39

9M ago41:39

41:39

Doogles celebrates that the Japanese stock market is back to all time highs. Skippy rains on the parade by comparing Japan in the late 80s to big tech in the US today. Skippy walks through the price of the American dream according to Investopedia. Doogles talks process improvement, iBond redemption and hard to pronounce company names. The episode w…

1
ETF Yields So Hiiiiiiiiigh, High Above Me 42:10

9M ago42:10

42:10

Doogles covers listener mail on how Dave Ramsey is losing the under 40 crowd. Then he follows Jason Zweig's advice to watch out for covered call ETFs with supposedly high distribution yields. Skippy recaps three bets: Nvidia valuation, Meta, and Kohl's. Doogles shuns an Airbnb arbitrage scheme. The episode wraps with how Americans are feeling alone…

1
Choke the Woke, End Up Broke 36:12

9M ago36:12

36:12

Doogles tries the find the bottom of the Chinese stock market. Skippy wonders if the current model for the NCAA is about to end. Loud budgeting might be a friendship saver. Doogles doesn't understand whey there is proposed investor ESG regulation. The episode wraps with a $25 million deep fake fraud scam in Hong Kong. Join the Skippy and Doogles fa…

1
Smart Money Bets on Liberty Biberty 51:14

9M ago51:14

51:14

New Goldman Sachs report continues to say bet on America. Baupost, Point72, Berkshire and more are making an arbitrage bet on Liberty SiriusXM. TikTok investors continues down the nonsense train, and we love it. Chamath shuts down plans to raise a VC fund. Skippy and Doogles cover each of their recent top book recommendations. Join the Skippy and D…

1
Housing is a Lens Into Civilization w/ Conor Dougherty (author of Golden Gates) 50:46

10M ago50:46

50:46

Skippy and Doogles sit down with Conor Dougherty, New York Times reporter and author of Golden Gates: Fighting for Housing in America. We discuss the role of the city, land investments in Detroit, government acting as real estate investors and more. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.…

1
Celebrating That Rent-a-Center Culture 50:54

10M ago50:54

50:54

The S&P 500 returns to all time highs! Skippy points out that Chinese stocks aren't a cause for celebration and Alibaba fundamentals aren't matching its stock performance. Doogles highlights investment lessons from 2023 according to Morningstar. Skippy goes to Rent a Center to get some Jordan 5s. The episode wraps with a politically charged economi…

1
Dat Money Be Gone 38:37

10M ago38:37

38:37

Skippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. Skippy pours one out for Nick Saban, who retired last week. The episode wraps discussing the "quant winter" and Cliff Asness, and a shout out to Howard Marks' latest memo. Join the Skippy and Doogles fa…

1
Running 5Ks Does Not An Investor Make [2023 Episode Compilation] 46:53

10M ago46:53

46:53

For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Doogles) and this year's stock picks. For all our other valued listeners, we have a compilation of some your favorite hits from last year — Tim Ferriss asks Warren and Charlie a question, a CEO values his t…

1
Bird Bird Bird, the Bird Ain’t the Word 43:25

11M ago43:25

43:25

Doogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the Vail vs. Alterra US skiing duopoly. Skippy hates on wasteful spending at universities, focusing on Auburn. The episode wraps with the sad and epic tale of Bird scooters. Join the Skippy and Doogles fan…

1
When They Move, We Move, Just Like That 38:19

11M ago38:19

38:19

The episode kicks off with listener mail on UPenn wunderkind value investors and Congress continuing to trade on individual stocks. Doogles takes awe at the Magnificent 7 and their continued dominance. The episode wraps with China's crackdown on gaming and Advertise Now, Pay Later. Join the Skippy and Doogles fan club. You can also get more details…

1
Rich Elon, Poor Elon 50:49

11M ago50:49

50:49

Doogles kicks off with listener mail on a playful strategy of buying the dip on anti-wokism. He then covers a piece on Elon Musk's financial troubles. Skippy discusses the complexity of making sports stadiums into economic development areas. Doogles talks signs that it's not time for a recessions. The episode wraps with Gen Z's favorite fashion bra…

1
All You Can Eat Debt Buffet 37:05

11M ago37:05

37:05

Doogles walks through the economics of all you can eat buffets. Skippy drops a few more Charlie Munger quotes and discusses the recent interview between him and the Collisons. Doogles is impressed with the results from the largest universal basic income experiment. The episode wraps talking about the current state of corporate debt. Join the Skippy…

1
Feeling That Munger Hunger 35:51

12M ago35:51

35:51

RIP to Charlie Munger. Doogles gives a PSA on the DJ Envy real estate debacle, and paying attention to what celebrities are pitching. Skippy hits on how stocks crushed in November. Doogles talks correlation between when people come of age and their percentage equity allocation. The episode wraps with Mark Cuban's gangsta move on selling the Mavs. J…

1
Junk Bonds Got the Yields to Make Your Booty Go Smack 45:38

12M ago45:38

45:38

It's Black Friday at retailers, and at the Skippy and Doogles podcast. Check out our premium deals. Nvidia releases blow your mind earnings (again). Skippy lays out some stock research recommendations. Doogles tells a story from Gretchen Morgensen's book The Plunderers about private equity. The episode wraps with a Morgan Housel piece called the Fu…

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Skippy And Doogles播客

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