IN THIS EPISODE, YOU’LL LEARN:
- 1:15 - Chain-weighted inflation with Kyle Bass.
- 4:48 - Hyperinflation in the US with Morgan Housel.
- 8:44 - High Growth Companies with Brian Feroldi.
- 12:10 - Howard Marks on Price & Valuation.
- 17:39 - Chamath Palihapitiya on Value.
- 19:51 - Tom Gayner on Assessing Management Team.
- 36:50 - Jeremy Grantham on Fed's limits.
- 1:00:50 - Definitions of Risk.
- and much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Trey Lockerbie's Twitter.
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- Browse through all our episodes (complete with transcripts) here.
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