Conversations at GFI

By GFI Investment Counsel

Join us as we discuss current events and investment topics.

Learn more at: https://www.gfiic.com/... more

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FAQs about Conversations at GFI:

How many episodes does Conversations at GFI have?

The podcast currently has 20 episodes available.

Conversations at GFI episodes:

December 02, 2025 E20: AI Commoditization and Apple's Outsourcing Strategy, How We Use AI, Management's Guidance
If you have any questions or feedback, email us at [email protected]!
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28min
September 30, 2025 E19: Pros and Cons of Quarterly Reporting, Investor Sentiment, Oracle's Recent Earnings Release
(01:30) - Trump's suggestion to change reporting frequency of public companies from quarterly to semi-annually.
(10:30) - Investor sentiment changes.
(16:30) - Oracle's most recent earnings release.
(22:50) - Disclaimers

If you have any questions or feedback, email us at [email protected].
...more
24min
June 05, 2025 E18: Booz Allen Hamilton, Yale Endowment Allocation, Is Uber Investable?, Our Use of A.I.
(00:00) Intros
(01:04) Discussing Booz Allen Hamilton
(14:30) Are we at peak Yale endowment allocation?
(27:15) Is Uber Investable?
(33:30) Our use of A.I.
(39:50) Disclaimers

Email us your thoughts and questions at [email protected]!
...more
41min
May 13, 2025 E17: Warren Buffett's Retirement, Decline of Alcohol Consumption, Future of Google's Search Business, Saying No
(00:00) - Opening + Intro
(01:11) - Warren Buffett's retirement
(05:10) - Decline of alcohol consumption
(12:30) - Google's search business decline
(24:41) - Ability to say no
(31:05) - Disclaimers

Email us any questions at [email protected]
...more
32min
March 21, 2025 E16: Trump's Economic Policies And Staying The Course During Uncertain Times
(00:00) Opening + Intro
(01:14) Impact of tariffs on global trade
(11:53) Trump's territorial ambitions
(15:40) U.S. stock market premium
(20:05) Staying the course during periods of uncertainty
(24:10) U.S. Bitcoin reserve
(27:00) Self-dealing in government
(30:25) Disclaimers

...more
32min
January 28, 2025 E15: Our Recent Sell, Favourite Topics of 2024, Underperformance Of Legendary Investors
(00:00) - Disclaimers
(01:15) - Selling $AAPL
(09:55) - Our favourite topics of 2024
(20:30) - Underperformance of legendary investors like Seth Klarman and David Einhorn.

Have any questions or suggestions? Email us at [email protected]!
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35min
December 10, 2024 E14: Antitrust, AI's Impact on Investing, Compensation Plans to Incentivize Management
(00:00) Intro
(01:05) Antitrust
(05:17) AI's Impact on Investing
(15:20) Compensation Plan's Role in Incentivizing Management
(25:11) Disclaimers

Have any questions? Email us at [email protected]!
...more
27min
November 27, 2024E13: Gell-Mann Amnesia, Colombian Gold Mine Plunder, Bell's Challenges
(00:00) Intro

(01:07) Gel-Mann Amnesia

(08:26) Colombian Gold Mine Plunder

(16:01) Bell's Challenges and Capital Allocation

(26:58) Disclaimers

Have any questions or suggestions? Email us at [email protected]!
...more
28min
November 04, 2024 E12: Death of Cable TV, Rogers' Questionable Capital Allocation, Government Mismanagement
(00:00) Intro
(01:00) Death of Cable Television
(06:30) Rogers' Capital Allocation Decision
(11:00) Government Mismanagement

Email us with any questions at [email protected]!
...more
25min
October 04, 2024 E11: Increase in Gambling, Tracking Investors We Respect, Couche-Tard's Acquisition Offer
(00:00) Intro
(01:20) Increase in gambling
(12:50) Tracking investors we respect
(19:32) Alimentation Couche-Tard's acquisition offer for Seven-Eleven
(25:45) Disclaimers
...more
27min

FAQs about Conversations at GFI:

How many episodes does Conversations at GFI have?

The podcast currently has 20 episodes available.