Gerry and Doug look at 4 relationships that are key to succeeding financially and using it wisely. You relationship with God, with yourself, with your spouse, and with your network of friends.
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Saturday, December 16, 2023
Episode 82: A Rally, Really?
The Fed "kinda sorta" gives the market permission go up, a surprising defense of whole life insurance and a primer on derivatives.
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Monday, December 11, 2023
Episode 81: Suffering-You've Got To Embrace It
There is no reward with risk, which is basically another word for suffering. Plus, the Latte Effect and what do do with cash.
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Wednesday, December 06, 2023
Episode 80: Hold On
More confirmation of a market inflection point, compound growth, get an estate plan and this a complex person who had both some good and not good ideas.
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Monday, November 27, 2023
Episode 79: No, Really, This Time It's For Real
Could the market have actually found a bottom? Plus, short selling (and why Gerry hates it), company sponsored retirement plans and our Free Enterprise Saint (or Sinner) of the week.
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Tuesday, November 21, 2023
Episode 78: 30 Minutes Or Less
Have interest rates peaked? Plus, Gerry's favorite savings plan, mutual funds basics and a little bit Domino's founder, Tom Mongahan.
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Monday, November 13, 2023
Episode 77: What Is Truth?
Gerry discussed the role of truth in investing and, at the end, gets back to basics as he breaks down what stock is.
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Monday, November 13, 2023
Episode 76: Growth Misconduct
What is a business worth? Gerry is seeing an amount of increasing cases where the whole is less than the sum of its balance sheet.
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Monday, November 13, 2023
Episode 75: Passive Aggressive
ETFs started out as a way to facilitate passive investing, but they have gotten more and more specialized over the years. By definition, there has been a bit of a style drift.
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Monday, November 13, 2023
Episode 74: Dividends Aren't What They Used To Be
If dividends are so great, why doesn't Amazon declare them? Gerry and Doug talk about the (relatively) recent de-emphasis of inflation.
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Friday, October 13, 2023
Episode 73: Israel and Market Depth
First, Doug and Gerry address the obvious big issue of the day. Then go into the issue of a few big companies, their outsized effect on the indices and the prospects for that to continue into the future.
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Monday, October 09, 2023
Episode 72: Hot Take-Scandal Sells!
Doug's recent reading selection leads him to the profound (which is obvious to most people) conclusion that not all books are edifying.
But, Ship of Dreams is one of the good ones.
[Sorry for the poor audio this episode. Our levels where off and we are adjusting to our new studio].
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Monday, October 02, 2023
Episode 71: Public Vs. Private
Gerry discusses the features and bugs of investing in private companies versus public companies.
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Saturday, September 30, 2023
Episode 70: Forfeiting The Dating Game
Gerry and Doug talk about an article in The Free Press about men leaving the dating pool and what this could mean for all of us.
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Saturday, September 30, 2023
Episode 69: From The Headlines
Gerry and Doug peruse the headlines...which basically just turns into a discussion about the UAW strike and a mild rant about rich power being obsessed with (allegedly) elite colleges.
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Monday, September 11, 2023
Episode 68:
Some things never change. Some do. Successful investing requires us to recognize the difference between the two.
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Monday, September 04, 2023
Episode 67: Planning To Fail
Doug complains about his checking account balance needing constant monitoring, which Gerry uses to springboard into a conversation about George Gilder's concept of time as it relates to inflation.
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Tuesday, August 29, 2023
Episode 66: Faith
Gerry pulls rank and asks the questions this week, getting to the reasons for why we do what we do.
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Monday, August 21, 2023
Episode 65: We Aren't The Only Ones
It's episode 65! That means this show is old enough to apply for Medicare.
Gerry and Doug talk about another analyst who shares their belief that the Fed is beating a dead horse when it comes to inflation.
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Friday, August 11, 2023
Episode 64: You'll Know It When You See It
Bad management is sometimes hard to define, but obviously, it can kill a company and ruin an otherwise good product. Gerry opines on some management red flags.
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Saturday, August 05, 2023
Episode 63: Football, Music and Fraud
After talking about country music and college football, Gerry tries to keep his blood pressure down as he breaks down the Madoff series on Netflix.
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Friday, July 28, 2023
Episode 62: Short Selling-The Worst Thing Since...
Gerry minces no words when it comes to his opinion of short selling and discusses the short squeeze on one of our companies. Like in all short squeezes, what goes around comes around.
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Monday, July 24, 2023
Episode 61: Bowling for Dollars
Gerry and Doug talking about business efficiency, paradigm shifts and bowling with two hands.
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Monday, July 10, 2023
Episode 60: Threading the Needle
Bad news is bad news. Good news is bad news. Medium news is good news.
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Monday, July 03, 2023
Episode 59: Aging Gracelessly
What do aging baby booners have in common with poor investing? Listen and find out as Gerry makes the connection. (Actually, given the average person's investing habits, it's not that much of a leap.)
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Saturday, June 24, 2023
Episode 58: Overrated/Underrated
Gerry talks about the potential market size and the company's place in that market impacts how much he thinks a company is worth.
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Tuesday, June 20, 2023
Episode 57: SPAC Attacke
Gerry talks about Special Purpose Acquisition Companies, unintended consequences of things like decimalization and liquidity.
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Monday, June 12, 2023
Episode 56: Are You Experienced?
Gerry proposes a new name for the podcast. Gerry uses the example of Carvana (full disclosure: we own it) as a window into his thinking when it comes to evaluating a company.
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Wednesday, June 07, 2023
Episode 55: Backdoor Pilots
(With apologies for Doug's audio)
Doug leads with a TV ratings statistics that points to the atomization of mass culture and Gerry shoehorns in his (justified) disdain for ESG.
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Tuesday, May 30, 2023
Episode 54: Information vs. Wisdom
Gerry dissects the headlines on a major website as an illustration of why the news is broken and our focus on the immediate hasn't served us well at all.
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Tuesday, May 23, 2023
Episode 53: Is The Stock Market More Volatile Than It Used To Be?
In a word, "yes". Gerry opines on why stocks are saying "normal" movements in some stocks that would have raised some eyebrows back in the old days.
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Monday, May 15, 2023
Episode 52: You Can't Do That While Social Distancing
Mark Zuckerberg's choice of hobby during the pandemic shows us once again that, whatever the rules are, the rich are going to get by.
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Monday, May 08, 2023
Episode 51: Chevron and Coinbase
Gerry and Doug parlay years of watching LA Law and Ally McBeal into a discussion on an upcoming SCOTUS case and bitcoin happenings.
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Monday, May 01, 2023
Episode 50: Cash Forever!
Gerry and Doug talk about the regulatory state, crypto, sitting in cash for decades and bank panics during the Gilded Age.
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Wednesday, April 26, 2023
Episode 49: If The Government Helps, It Will Cost You
Why are healthcare, college and housing so expensive? You get one guess.
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Monday, April 17, 2023
Episode 48: Another Reason To Hate Light Beer
Is "go woke, go broke" true and how does what is "good" fit into free enterprise? Gerry and Doug talk about Bud Light.
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Tuesday, April 11, 2023
Investment Climate April 2023: The Fed, Banks and Business
In the first quarter of 2023, markets continued the wildly volatile ride that they have been on for some time now, ending the quarter up mid to high single digits across most major indices. Our portfolios for both Core Growth and Income Strategies ended the quarter similarly. But, as suggested, the path to that end was anything but sanguine given...
Tuesday, April 11, 2023
Episode 47: Valuation Is In The Eye Of The...Valuationer?
Gerry explains the art of valuing companies.
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Tuesday, April 11, 2023
Gerry on "Money Life with Chuck Jaffe" Again!
Listen to the whole episode, but pay special attention to Gerry and his thoughts, which begin right around the 36 minute mark...
Monday, April 03, 2023
Episode 46: Short Attention Span Theater
Gerry bemoans short term-ism in the markets and reiterates the need to focus on the business. Doug confesses a modicum of perma-bear sympathies.
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Monday, March 27, 2023
Episode 45: Is Hyperinflation Coming?
As bad as inflation has been, Gerry and Doug are skeptical about claims that it will devolve into the dreaded hyperinflation. Still, they like crypto.
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Monday, March 20, 2023
Episode 44: Gerry Can't Drive 55
Instead of being mad at the Fed this week, Gerry is mad at traffic. Once's he's done with that, he and Doug talk about the advantages of venture capital, the good old days (and how they weren't always so good) and whatever else comes to mind.
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Tuesday, March 14, 2023
Getting back to real investing, March 2023 edition
ABOVE: An actual bank run, in Germany in 1931 -- not a scene from a movie!image: Wikimedia Commons (link).In the wake of the failure of Silicon Valley Bank last week (and Signature Bank of NY over the weekend, both of which followed closely on the failure of Silvergate Bank earlier in the week), plenty of news outlets are describing the cause...
Monday, March 13, 2023
Episode 43: SVB Blows Up
The guys rehash what everyone is hashing: Silicon Valley Bank. Then, Doug hijacks the show and lets loose on Covid policies.
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Monday, March 06, 2023
Episode 42: Fit To Spit
Does the Fed have as much control over inflation as we think? Also, Gerry and Doug finally realize that it is hard to complain about over-focusing on the Fed without over-focusing on the Fed.
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Monday, February 27, 2023
Episode 41: Where'd Everyone Go?
Is the recent rise in automation a blatant attempt to crowd out humans...or does the declining birth rate indicate that we aren't holding up our end of the bargain?
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Tuesday, February 21, 2023
Click here to listen to Gerry on The Money Tree Podcas...
Tuesday, February 21, 2023
Episode 40: Hit On The Business, Miss On The Stock?
Gerry explains what "Long Only" means to the uninitiated and Doug ask Gerry if he ever got the business right but go the stock wrong.
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Monday, February 13, 2023
Episode 39: Episode 39: Taking On Economists (And Pilots)
Gerry and Doug discussion predictions, the Phillips Curve, economists, etc. as they both try not to cough.
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Monday, February 06, 2023
Episode 38: Bouncing Around
Gerry and Doug talk about books, lessons learned, changes not made and basically just try to avoid talking about the currently rising market (as of this recording).
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Monday, January 30, 2023
Episode 37: Eighth Time's A Charm?
Don't look now, but the stock market is up. Will the rally stick this time?
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Monday, January 23, 2023
Episode 36: Never Sell...Until It's Time To Sell
Gerry tells you when to hold 'em and when to fold 'em.
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Wednesday, January 18, 2023
Investment Climate January 2023: Rip Van Winkle Revisited
The troubled year 2022 has come to a close, and with it has ended our worst year ever (by far) of investment returns on our portfolio companies. That worst year of performance follows immediately on the heels of 2021, which, until Nov 2021 was our best two-year period of investment returns in our Core Growth Strategy. Conversely, our Income Strategy...
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Tuesday, January 17, 2023
Episode 35: Good Management Or Good Product?
Which one is more important?
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Thursday, January 12, 2023
Episode 34: The Rip Van Winkle Effect
If we could stop paying attention for a while, it would be a lot easier on everyone involved.
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Wednesday, January 11, 2023
Episode 33: "Simple Not Easy"...Or Is It "Easy Not Simple"?
Gerry gives his most important piece of personal finance advice for 2023.
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Tuesday, January 10, 2023
Episode 32: Looking For a Catalyst
Doug (the one whose audio is subpar this week) asks Gerry what are some possible things that could initiate a turnaround in the economy/stock market for 2023.
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Monday, January 09, 2023
Episode 31: It's Like The 70s.
Bad economy, inflation, bad president, belligerent Russia ...Doug thinks it feels like the 70s. Find out if Gerry agrees or if he sets Doug straight.
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