Pershing Square Challenge 2026 third place: Celsius $CELH
Description: Celsius trades at ~20x earnings while growing ~18% a year, cheaper than Monster (~34x) and even Coke (~25x) despite faster … Transcript: You’re about to listen to yet another value podcast with your host, me, Andrew Walker. Uh today we have I am so excited. One of my uh passion projects. Do do not […]
Ep 478. A-Z on IGV: Value Hunt in Software
Description: 00:00 Intro 02:20 GuruFocus Manual 04:30 AI & Software Pullback – General Thoughts 09:55 IGV Index Stocks: ACIW ADBE … Transcript: Welcome, welcome, welcome. How’s everybody doing? Hope you are doing well. My name is Andrew with Focus Compounding on air live with Jeff Gannon. Jeff, how’s it going today? It’s going very well, […]
The 50% AI Software Crash: Why Wall Street Is Dead Wrong | SIH
Description: Sign up for the FREE webinar on volatility happening May 28 here: https://volatilityprofit.com/ Get smarter about markets before … Transcript: Well, get ready for some extreme volatility in the world. That’s what we’re going to talk about in part. We’re going to talk about many things today, but we’re going to talk about passive […]
Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK, | S08 E14
Description: Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, … Transcript: Well, I’ve this is Value After Hours. I’m Tobias Carlisle joined as always by my co-host Jake Taylor. Our special guest today uh he’s a regular. He’s back again. We love to […]
Matthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15
Description: Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, … Transcript: there’s Oh, yeah, I can tell you. We are live. This is Value After Hours. I’m Tobias Carlisle, joined as always by my co-host Jake Taylor. Our special guest today, Matt Tuttle, […]
Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, Abel | S08 E16
Description: Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, … Transcript: Looks like we’re live. This is Value After Hours. I’m Tobias Carlisle, joined as always by my co-host Jake Taylor. Special guest today, following along from the Berkshire meeting. Uh he’s an […]
Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18
Description: Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, … Transcript: We’re live. This is Value After Hours. I’m Tobias Carlisle joined as always by my co-host Jake Taylor. Special guest today, Tim Travis, CEO Value Options Letter. How are you, Tim? I’m […]
Why You Might Miss Big Opportunities With Passive Investing, CEO Says | At Barron's
Description: Tim Campbell, CEO of Baillie Gifford, spoke to Barron’s editor at large Andy Serwer. This interview was filmed on May 12, 2026. Transcript: Hello everyone and welcome to Eat Brains. I’m Andy Serwer and welcome to our guest Tim Campbell, CEO of Baillie Gifford. Tim, great to see you. Thanks so much for joining […]
The Sunny Side of the Late Early Cycle | Barron's Streetwise
Description: A portfolio manager discerns between investors’ macro and micro worries. Plus the anticipated release of Grand Theft Auto VI. Transcript: I have never seen the magnitude of these earnings increases that I have seen year-to-date. And if this continues, we’re going to look back and say, “Wow, the stock market wasn’t expensive, it was […]
Should the Bottom 50% Pay Taxes?
Description: On episode 224 of Ask The Compound, Ben Carlson, Ritholtz Wealth CFO Bill Sweet and Duncan Hill discuss: whether it’s time to … Transcript: Welcome. This is Ask the Compound, the show where you ask and we answer. Let’s say you have 100% of your portfolio invested in stocks. When do you start diversifying […]
“Something’s Gonna Crack”: Bond Strategist Warns Stealth Tightening Is Hitting Markets
Description: George Goncalves, Head of U.S. Macro Strategy at MUFG, joins Maggie Lake to explain why the market may be underestimating … Transcript: Both oil and rates now are actually tightening the financial conditions in the economy. Like equity markets are doing their own thing. They’re on their own planet. We don’t know how long […]
US–Iran Ceasefire Talks: Always Two Days Away, Never Here
Description: Join the discussion at Peak Prosperity: https://peak.fan/2p9bbyca Contact Peak Financial Investing at https://peak.fan/mry2nebe … Transcript: Nothing in this program should be considered investment advice. It is for educational purposes only. Please hit pause and read this disclaimer in full. We’ve been told for from the beginning of this event that a deal is imminent […]
The Real Reason Gold Dropped: It Is Becoming The World's 'Neutral Asset' – Peter Boockvar
Description: The S&P 500 just hit all-time highs while inflation runs at 3.8% and real incomes fall for the third consecutive month. At the same … Transcript: Welcome back. I’m Jeremy Saffron. Oh, gold is trading around4 $4,500 roughly flat. Silver also around $74. Also little change. Platinum, palladium under pressure. But here’s the bigger […]
The New Invisible Hand Reshapes The Global Economy | Yat Siu
Description: Start earning interest in gold: https://Monetary-Metals.com/Lin Yat Siu, Co-Founder, Chairman of Animoca Brands, discusses how … Transcript: is the productivity growth in AI is not 10% or 20%. The productivity growth in AI is literally a,000x. If you have the same number of people having the productive power of 100x, actually GDP should expand, […]
This Trigger Could Send Stocks Bubbling Sharply Higher | Darius Dale
Description: WANT HELP? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial advisors at … Transcript: because we ultimately have to figure out whether or not the Kevin Walsh Federal Reserve is going to look through uh these sticky inflation pressures. If they look through the sticky inflation pressures, let me slow down and […]
A Fire Alarm For Interest Rates | Animal Spirits 466
Description: On episode 466 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the SpaceX IPO, index fund bagholders, the pros and … Transcript: Welcome to Animal Spirits brought to you by Cullen Capital and DIVP. Most income strategies make you choose between yield and growth. The Cullen Enhanced Equity Income ETF, DIVP doesn’t. Unlike […]
Is Berkshire Hathaway Undervalued Right Now? (Chris Bloomstran Explains) (TIP810)
Description: Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on … Transcript: 00:00:00:00 – 00:00:29:05 Unknown 9.3% growth in intrinsic value is kind of in line with what I would expect annually, on average for the next 10 or 15 years, and that would be […]
The Dollar Crisis Goes Digital, GOLD Wins | Peter Schiff
Description: Peter Schiff warns that investors are mispricing gold, silver and the entire U.S. debt situation. With U.S. debt approaching $40 … Transcript: What is the US doing about the debt problem? Nothing. In fact, they’re not doing nothing. They’re actually making it worse, which I guess counts as doing something. They have no understanding […]
Australia's Power Grid Is About to Break (Matt Fist)
Description: Today’s episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap … Transcript: Nothing excites me more than when I ring up an analyst or something and I’ve done a couple days of work on a commodity or a company and they say to me, “No […]
The Gold M&A Wave Has Started (Hedley Widdup)
Description: A favourite guest is back – Hedley Widdup of Lion Selection. Leading one of the industry’s sharpest specialist mining investors, we … Transcript: Travis Ricardo, we have a fan favorite. We have Headley Whitup joining us again for a fantastic discussion. We’re talking goldies. We’re talking big deals in the mining space. We’re talking […]
