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.
Office Hours
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
Open Mike
On Monday’s episode of Open Interest, Mike discusses Tesla earnings and how to trade them.
Office Hours
On Friday, April 18, Mike and I talked about risk in the banking sector and how academics think about FDIC insurance, bailout versus bailouts after the train wreck.
Office Hours
On Friday's March 11 Office Hours, Mike & Mark discuss inflation, interest rates, Zero DTE options, and more. This article is for registered members - please login or click here…
Office Hours
In this edition of Office Hours, Mike & I discuss the recent market meltdown, tariffs, onshoring, volatility, and how one might trade the turmoil. Interestingly, Mike noted that the price…
Office Hours
In Friday's episode of Office Hours, Mike Khough and Mark Guthner discuss LULU and its implications for consumer stocks. We also discuss inflation and the S&P 500. We also discuss…
Office Hours
In this week’s episode of Office Hours, Mike & Mark discuss inflation, equity valuation, and a couple of stocks.
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.