Office Hours
In this week’s episode of Office Hours, Mike & Mark discuss inflation, equity valuation, and a couple of stocks.
Office Hours: What’s the Deal with Bitcoin?
On Friday’s episode of Open Interest & Office Hours, Mike & Mark discuss Bitcoin with Technology Entrepreneur, Scott Goldfarb. We discuss what Bitcoin is and why it is heard to…
Strategic Crypto Reserve
Through Friday, bitcoin had fallen 28% from its intraday highs on January 20th. This swoon mirrored the post-election rally between early November and mid-December when the crypto trade soared on…
Unfiltered Conversations with Prof. Mark Guthner
A few weeks ago, Mark sat down with Garg Lakshay, a young student at Rutgers, to discuss education, free speech, conspiracies, and other random subjects and ideas.
Open Mike
In Monday’s episode of Open Mike, Mike discusses the PEG ratio, BJ Wholesale, Costco, NVIDIA, and Palantere.
Open Mike (and Mark)
On Friday, Mike and I did a special episode of Open Mike discussing bitcoin.
Open Mike
In this week’s episode of Open Mike, Mike discusses PayPal, Conagra Brands, IVG (Software Stocks), and gold.
The Biggest Threat to Democracy
To hear proponents of either of this year's Presidential candidates tell it, their opponent is a "threat to democracy." Supporters of Kamala Harris - and Kamala Harris herself - compare…
Howard Marks on Risk
Howard Marks is a very successful fund manager, founder and partner at OakTree Capital. They have close to $200 billion in assets under management. Being one of the great thinkers…
Rise & Fall of Countries
Countries rise as strong people work hard, live with character, and build community. These countries fall as weak people reject hard work and live off the wealth created by their…