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.
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.
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.
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.
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.
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.