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 23 episodes available.

Conversations at GFI episodes:

March 15, 2024 E3: Lessons From Charlie Munger, Railroads and Utilities, Capital Allocation
(00:00) Opening + Intro
(01:25) Lessons From Charlie and Warren
(13:23) Railroads and Utilities
(19:20) Capital Allocation
(29:32) Disclaimers
...more
31min
March 05, 2024 E2: Commodity Stocks, Businesses We Love But Passed On, How A.I. Impacts Our Investing
To learn more about GFI Investment Counsel, visit www.gfiic.com.

(00:00) Opening + intro
(01:30) Guess this commodity stock
(08:51) Businesses we love but didn't buy
(17:31) A.I.'s impact on investing
(28:22) Disclaimers
...more
30min
February 20, 2024 E1: Avoiding Permanent Impairment, Gripes With Alternative Assets, Is ESG Investing Dead?
To learn more about GFI Investment Counsel, visit www.gfiic.com.

(00:00) Opening
(00:42) Introduction
(02:40) Boeing and getting blindsided by permanent impairment of earnings power
(15:07) Alternative assets and their suitability for individual investors
(26:09) Is ESG investing dead?
(35:13) Disclaimers

...more
36min

FAQs about Conversations at GFI:

How many episodes does Conversations at GFI have?

The podcast currently has 23 episodes available.