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Conversations at GFI episodes
- E24: The Current State of The Market, Quality Underperformance, Uncertainty Around AI Economics
If you have any questions or suggestions, reach us at [email protected].
17 min - E23: AI's Impact on Constellation Software and Roper
Answering questions on Constellation Software, Roper and AI's impact on software.
46 min - E22: Berkshire Under Greg Abel, Anthropic vs Pentagon, Regulations Around New Betting Sites
(00:00) - Intro
(01:23) - Berkshire Hathaway Under Greg Abel
(06:55) - Pentagon vs Anthropic
(15:40) - Regulation surrounding betting
(18:55) - Disclaimers
This episode was recorded on March 4, 2026.
If you have any questions or want to get in touch, please email us at [email protected]!
20 min - E21: Expanding Our Portfolio, Increased Market Volatility, Business Quality vs Management
(00:00) Intro
(01:15) Expanded Portfolio
(06:03) Increased Options Trading Activity and Market Volatility
(17:45) Business Quality vs Management
(20:33) Disclaimers
22 min - 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]!
28 min - 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].
24 min - 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]!
41 min - 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]
32 min - 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
32 min - 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]!
35 min
About Conversations at GFI
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Join us as we discuss current events and investment topics.
Learn more at: https://www.gfiic.com/