Mental Models discussed in this podcast: Blood in the Streets Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast … [Continue reading]
37 – Liquidity: Risks and Opportunities
Mental Models discussed in this podcast: LiquidityRiskInsuranceFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to … [Continue reading]
36 – What is Risk? Price Risk, Volatility, and Beta (Types of Investing Risk)
https://podcasts.apple.com/us/podcast/36-what-is-risk-price-risk-volatility-beta-types-investing/id1273404123?i=1000444970478 Mental Models discussed in this podcast: Velocity - Direction mattersRelative vs Absolute measuresVolatility / … [Continue reading]
35 – Shorter Holding Periods are better (Investing First Principle)
Mental Models discussed in this podcast: Reversion to the MeanMoatsFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve … [Continue reading]
34 – Companies with no debt are better than companies with debt (Investing First Principle)
Mental Models discussed in this podcast: Potential Energy vs Kinetic EnergyLeverageAll Else EqualFirst Principles Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your … [Continue reading]
