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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