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 $200 billion in assets under management. Being one of the great thinkers…
Rise & Fall of Countries
Countries rise as strong people work hard, live with character, and build community. These countries fall as weak people reject hard work and live off the wealth created by their…
Open Mike
In Wednesday’s episode of Open Mike, Mike discusses NVIDIA (NVDA), Volatility on the S&P500 (VIX), Target (TGT), Pfizer (PFE), Western Digital (WDC), Viking Therapeutics (VKTX) and Baidu (BIDU). …
Open Mike
In Monday’s episode of Open Mike, Mike discusses Disney ($DIS), Delta Airlines ($DAL), Uber ($UBER), Robin Hood ($HOOD), Lululemon ($LULU), and Blackrock ($BLK).
Probability of Profit
In this video, we replay an old video of Mike discussing how one should think about the probability of profit when trading options. It is just as relevant today as…
Open Mike
On Wednesday’s episode of Open Mike, Mike takes questions and discusses earnings. Specifically, he discusses $AAPL, $GOOGL, $AMD, $SBUX, $CVS, $SQ, and $SPY hedging.
Open Mike
In Monday’s episode of Open Mike, Mike discusses Albemarle Corp (ABM), a big producer of lithium, and the price of lithium, which is down a surprising 65% from its peak.