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Conversations at GFI episodes
- E4: Adoption Of New Technology, Commingling Of Investors And Operations, Why Do Investors Try To Make Macro Predictions?
Have any questions you want answered on the podcast? Email us at [email protected]!
(00:00) Opening + intro
(01:03) Adoption of new technology
(09:55) Commingling of investor money with operations of the business in open ended investments.
(19:20) Why do investors try to make predictions about the economy?
(25:58) Disclaimers
27 min - 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
31 min - 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
30 min - 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
36 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/