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

Walgreens’ Milkshake Brought No Investors to the Yard

11 days ago 41m 23s

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 Wealt

Why’d You Have to Go And Make Things So Concentrated?

18 days ago 54m 21s

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 th

[Replay] Your Consumerism is Killing Me

25 days ago 43m 58s

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 J

My AI Juice Is Worth Your Squeeze

Jun 10th, 2024 38m 22s

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 o

Get Your 10 Year Old to the Ballot Box

Jun 3rd, 2024 35m 9s

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.

Hi-ho, the Derry-o, the Fama In the Dell

May 27th, 2024 43m 30s

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 a

Google Has Gone Full Hooli

May 20th, 2024 44m 3s

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

Chocolate’s Called Liquid Gold For a Reason

May 13th, 2024 52m 12s

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 s

Skippy & Doogles Go To NewBraska

May 6th, 2024 40m 19s

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

Debt La Soul is Dead

Apr 29th, 2024 44m 14s

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

Pretty Ricky’s What They Call Him

Apr 22nd, 2024 56m 58s

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. Doogl

Keep the Credit Where Credit’s Due

Apr 15th, 2024 41m 39s

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

Tap That Social Security, Baby

Apr 8th, 2024 45m 25s

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 NoNameSt

Absolutely Never Always Use Absolutes

Apr 1st, 2024 44m 36s

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 wr

[Replay] The Market Has the Mouth of a Saylor

Mar 25th, 2024 1h 9m

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 abou

Six of One and 4000 Billion of the Other

Mar 18th, 2024 39m 26s

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

Norway Or the Highway

Mar 11th, 2024 37m 4s

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 perfo

It's Coal, It's Got the Juice

Mar 4th, 2024 43m 4s

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 190

I Like to Be In America! For a Small Fee in America!

Feb 26th, 2024 41m 39s

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 Investop

ETF Yields So Hiiiiiiiiigh, High Above Me

Feb 19th, 2024 42m 10s

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,

Choke the Woke, End Up Broke

Feb 12th, 2024 36m 12s

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 regul

Smart Money Bets on Liberty Biberty

Feb 5th, 2024 51m 14s

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 r

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

Jan 29th, 2024 50m 46s

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

Celebrating That Rent-a-Center Culture

Jan 22nd, 2024 50m 54s

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 Morningst