Office Hours
In this weeks episode Mike and Mark discussed accounting, Pfizer, Apple, investing, Charlie Munger, the trade deficit, tarrifs, McDonalds, Cheezecake Factory, Microsoft, GM, valuation and capital intensity, Delta Airlines, etc.
Open Mike
On Monday’s episode of Open Interest, Mike discusses Tesla earnings and how to trade them.
What a Difference a Day Makes
The price of risk assets hit a peak late last year and went into a waterfall decline. People were selling stocks hand over fist as they thought that tariffs were…
Market Meltdown, What’s Next?: QQQ
The stock market had a bit of a meltdown last week. The financial media has had a field day, blaming it on the new tariff regime implemented by the federal…
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.