Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇦🇪AE · Investing#137500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
250 to 1.5K🎙 Weekly cadence·107 episodes·Last published 4mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
500 to 3K🇦🇪100% - Active Followers
Loyal subscribers who consistently listen
150 to 900
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
Nothing But Net
Feb 14, 2026
1h 03m 40s
Tobias Carlisle: Sun Tzu & Warren Buffett
Nov 12, 2025
56m 14s
The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
Oct 25, 2025
55m 28s
Benjamin Graham: The Einstein of Money
Oct 5, 2025
54m 51s
Jared Dillian: Rule 62
Aug 20, 2025
59m 27s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 2/14/26 |  Nothing But Net✨ | stock pickinggrowth investing+3 | — | Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top Tech Analysts | — | stock pickingMark Mahaney+3 | — | 1h 03m 40s | |
| 11/12/25 |  Tobias Carlisle: Sun Tzu & Warren Buffett✨ | Warren BuffettSun Tzu+4 | Tobias Carlisle | Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | — | Tobias CarlisleWarren Buffett+5 | — | 56m 14s | |
| 10/25/25 |  The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success✨ | CEOsbusiness strategy+3 | Matt Cochrane | — | — | CEOsbusiness+5 | — | 55m 28s | |
| 10/5/25 |  Benjamin Graham: The Einstein of Money✨ | Benjamin Grahamvalue investing+3 | — | The Einstein of Money: The Life and Timeless Financial Wisdom of Benjamin Graham | — | Benjamin Grahamvalue investing+3 | — | 54m 51s | |
| 8/20/25 |  Jared Dillian: Rule 62✨ | financepersonal finance+3 | Jared Dillian | Lehman BrothersNight Moves+2 | — | Jared Dillianfinance+4 | — | 59m 27s | |
| 8/13/25 |  Nick Maggiulli: The Wealth Ladder✨ | personal financewealth building+3 | Nick Maggiulli | Ritholtz Wealth ManagementThe Wealth Ladder+2 | — | wealth ladderpersonal finance+3 | — | 55m 45s | |
| 6/21/25 |  Buffett: The Making of an American Capitalist✨ | Warren Buffettbiography+3 | Matt Cochrane | Roger LowensteinBuffett: The Making of an American Capitalist | — | Warren Buffettbiography+3 | — | 1h 14m 21s | |
| 5/21/25 |  JL Collins: Part 2✨ | financial independenceindex investing+3 | JL Collins | JL’s blogThe Simple Path to Wealth+1 | — | financial independenceindex investing+3 | — | 1h 01m 39s | |
| 5/7/25 |  Buffettology✨ | BuffettologyWarren Buffett+3 | — | BuffettologyBuffettology: The Previously Unexplained Techniques That Have Made Warren Buffett The World's Most Famous Investor | — | BuffettologyWarren Buffett+3 | — | 1h 02m 34s | |
| 4/16/25 |  100 Baggers✨ | investingstock market+3 | Matt Cochrane | 100 Baggers: Stocks That Return 100-to-1 and How To Find Them | — | 100 baggersinvestment returns+3 | — | 1h 01m 11s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/2/25 |  Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption | Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living.She later wrote a bestselling book - The Year of Less - where she took on a year-long shopping ban that transformed her relationship with money and possessions.The themes she writes about—breaking free from debt, rethinking consumerism, and designing a more intentional life—are incredibly powerful from a personal finance perspective.Links* Cait’s website: https://www.caitflanders.com/* The Year of Less: https://www.amazon.com/Year-Less-Shopping-Belongings-Discovered-ebook/dp/B0767XNB47* Adventures in Opting Out: https://www.amazon.com/Adventures-Opting-Out-Leading-Intentional-ebook/dp/B083J17DYJDisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 55m 04s | ||||||
| 3/26/25 |  Dan Rasmussen - The Humble Investor | Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which summarizes many of his key ideas for a wide audience.Links* The Humble Investor: https://www.amazon.com/Humble-Investor-winning-surprising-world-ebook/dp/B0DM6MW8P3* Verdad: https://verdadcap.com/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 50m 45s | ||||||
| 3/12/25 |  Philoinvestor: Part 2 | Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a year ago and I encourage you to check out that podcast.Links:* Philoinvestor Twitter feed: https://twitter.com/philoinvestor* Philoinvestor Substack:* Our first podcast: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 00m 27s | ||||||
| 3/5/25 |  A Different Kind of Magic Formula (Solo Episode) | Today’s podcast is solo. I discuss the stock list, which is my version of the magic formula.Links* Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/Simple-and-Easy-Approach-Medical-Economics-Graham-1976.pdf* The Little Book that Beats the Market: https://www.amazon.com/Little-Still-Market-Books-Profits-ebook/dp/B003VWCQB0/* The 2025 VSG Stock List: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 23m 04s | ||||||
| 2/26/25 |  Alex Morris: Buffett and Munger Unscripted | This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio. Alex is a returning guest, and I encourage you to check out our previous podcasts.Today we are talking about his new book, Buffett & Munger Unscripted. Alex did a deep dive into all of the annual meetings going back to 1994. He then curated Buffett and Munger’s answers and assembled it into a book organized by specific topic. It’s a great reference to go through and see Buffett and Munger’s thoughts on various topics and how they have evolved over the years.Links* Buffett & Munger Unscripted: https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder-ebook/dp/B0DM7HSBQV/* The Science of Hitting Substack: * My first conversation with Alex: * My second conversation with Alex: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 50m 50s | ||||||
| 2/19/25 |  The Big Short | Matt Cochrane and I discuss The Big Short by Michael Lewis. On our last podcast, we talked about Liar’s Poker, Michael Lewis’ book about the bond market in the 1980’s. The Big Short is very much the sequel to Liar’s Poker and it chronicles multiple investors who shorted the housing bubble of the 2000’s.Links.The Big Short: Inside the Doomsday Machine by Michael Lewis: https://www.amazon.com/Big-Short-Inside-Doomsday-Machine-ebook/dp/B003LSTK8GDisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 06m 18s | ||||||
| 2/5/25 |  Brett Gardner: Buffett's Early Investments | Brett Gardner is author of the book Buffett’s Early Investments.The book analyzes key Buffett investments from the 1950’s and 1960’s, a period in which he had his most extraordinary returns. During the partnership years (1957-69), Buffett put together one of the greatest investment track records of all time, earning an astounding 29.5% CAGR without reporting a single down year. According to Buffett, prior to the partnership in the 1950’s, his returns were even higher.Brett dug through this extraordinary period and analyzed many of Buffett’s key investments. The book takes your through the financial statements and qualitative story from Buffett’s vantage point when he bought the stocks. He further analyzes the outcome.The book is fantastic and I highly recommend it to anyone interested in Buffett.Links:Buffett’s Early Investments: A new investigation into the decades when Warren Buffett earned his best returnshttps://www.amazon.com/Buffetts-Early-Investments-investigation-decades/dp/1804090573DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 52m 09s | ||||||
| 1/29/25 |  Liar's Poker | Matt Cochrane & I are reuniting to discuss Liar’s Poker by Michael Lewis.Liar’s Poker is Michael Lewis’s first book about his time working at Salomon Brothers in the 1980’s. Liar’s Poker chronicles an extraordinary boom on Wall Street in the 1980s and serves as an expose and cautionary tale about the excesses of Wall Street. The world has changed a lot since then, but I think that the themes identified by Michael Lewis are still very much alive.Links* Liar’s Poker by Michael Lewis: https://www.amazon.com/Liars-Poker-Norton-Paperback-Michael-ebook/dp/B003E20ZRY* Michael Lewis Interview with Dash Riprock & Human Piranha, characters featured in the book: https://www.pushkin.fm/podcasts/against-the-rules/other-peoples-money-dash-riprock-and-the-human-piranha-revealedDisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 00m 22s | ||||||
| 1/15/25 |  Nelson: Canadian Dividend Investing, Part 2 | Today I am talking with Nelson, the Canadian Dividend Investor. He has been on the podcast before. We had a previous episode where we discussed his investing process. We also discussed two investing classics, the Snowball, Warren Buffett’s biography, and discussed the life of Peter Cundill. Today we’re going to catch up and talk about current market conditions.Some topics covered:* The US election.* Oil stocks.* REITs vs. direct ownership of real estate.DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 06m 34s | ||||||
| 1/1/25 |  Jason Buck: The Cockroach Portfolio | Jason Buck is the CIO of Mutiny Funds. He specializes in volatility, options hedging, and portfolio construction. I wanted to speak to him because I like his concept of a cockroach portfolio – a portfolio well designed to survive in many different environments.This podcast covers concepts like trend following, tail risk hedging, and managed futures.Links:* Mutiny Fund: https://mutinyfund.com/* The Cockroach Strategy: https://mutinyfund.com/cockroach-strategy/* Jason’s Twitter feed: https://x.com/jasoncbuckDisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 03m 48s | ||||||
| 12/18/24 |  Daniel Crosby: The Soul of Wealth | Today I’m speaking with Daniel Crosby. He has been on the podcast before and I encourage you to check out that episode, where we discussed his background and his book, The Behavioral Investor. He is a trained psychologist and a financial advisor. Today we are going to talk about his new book, The Soul of Wealth.Links* The Soul of Wealth: https://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99/* The Behavioral Investor: https://www.amazon.com/Behavioral-Investor-Daniel-Crosby-ebook/dp/B07HH99WH8DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 51m 09s | ||||||
| 12/11/24 |  Sam Walton: Made in America | Today Matt Cochrane & I are discussing a great business book, Sam Walton: Made In America. The book is Sam Walton’s autobiography and guiding you through the life of Sam Walton and the tremendous growth phase of Wal Mart from the 1960’s through the early 1990’s.Links:* The book, Sam Walton, Made in America. https://www.amazon.com/Sam-Walton-Made-America-ebook/dp/B008ZPG704/* Long Term Mindset: https://longtermmindset.co/start/DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 1h 00m 50s | ||||||
| 12/4/24 |  Jared Dillian: Market Update & His Latest Short Story Collection | In today’s episode, Jared Dillian returns to the podcast. We last spoke a year ago about a collection of his essays, Those Bastards, and his personal finance book, No Worries. For those unaware, he previously worked as a trader at Lehman Brothers and writes the popular Daily Dirtnap newsletter. Today we’re going to talk about the current financial climate and his new book, Night Moves, which is a collection of short stories.Links:* Night Moves: https://www.amazon.com/Night-Moves-stories-Jared-Dillian/dp/B0DFBJS741DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 42m 52s | ||||||
| 11/20/24 |  Solo Episode: Berkshire's Cash Position, Passive Flows, and more | Today’s episode is a solo episode where I answer questions from Twitter.Topics covered:* Berkshire’s cash position.* Sell rules.* Passive flows.* Interest rates & stock valuations.* Lessons from the SMCI crash.* The role of bonds in a portfolio.* General rules about ETF’s.* Stock market valuations.* Ulta & Nike.DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 35m 18s | ||||||
| 11/13/24 |  Paul Cerro: From Investment Banking to Fund Management | Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations. He also operates a substack where he posts his thoughts on various stocks and market trends.Links* Paul’s Twitter Feed: https://x.com/paulcerro* Cedar Grove Capital Management: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe | 54m 05s | ||||||
Showing 25 of 107
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.