Skippy kicks off discussing how a Harvard student wrote an article that isn't optimistic about her classmates ability to lead. Doogles is fascinated by the divergence between productivity growth and wage growth in the US. Netflix is crashing and Skippy still can't find value there. The episode wraps with a chat about investing time horizons and Biden's decreasing popularity in the midst of spending so much money.

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First up, listener mail on Cathie Wood's permabull status, and some mortgage rates are now below treasuries. Doogles covers a recent Not Boring post called The Current Financial Thing, which transitions into a discussion on the current state of raising venture capital. Elon Musk tries to buy Twitter, and Skippy thinks it is one of the most fascinating situations as of late. The episode wraps with Skippy's surprise at how much money billionaires have saved due to the 2003 tax cut on dividends.

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Doogles covers a recent essay by Kenneth French and the 5 things he's learned about investing over the past decades. Skippy gets back on his soapbox about Series I Bonds (and for good reason), and dives into more info on Bill Gross, the "bond king". Doogles thinks that Elon Musk is going to eventually buy all of Twitter. Skippy is fascinated by how much Walmart is willing to pay its truck drivers. The episode wraps with a discussion on Robinhood's business model and what's happening with housing.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Listener mail points to a story of a man selling his JPEG rock for one millionth of his intended price. Doogles gives an overview of a post called "What is Money"? Skippy covers the most popular equities traded today...most of which no one should be trading. The bond market has its worst quarter in over 40 years. The episode wraps with Doogles taunting Skippy over the billionaire tax being back on the table.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles goes over a recent post in Full Stack Economics about how America can't build infrastructure fast anymore. Skippy revives his favorite game, Rational or Irrational, and then parlays that into an overview of a Time article about Ethereum's founder. Doogles gives a slow clap for the quasi-reopening of the Russian stock market. Skippy wonders if rising mortgage rates will help to cool the housing market. The episode wraps talking about the cash crunch in the commodities market and a celebration of Amazon's 2001 letter to shareholders.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles makes it back from Vegas, and is convinced people are betting mostly with debt. AMC buys a large stake in a gold and silver mining company (?!). Skippy stays bullish on Alibaba (BABA), and wonders whether the thesis applies to other beaten down stocks with 1 billion plus users. Doogles points out that El Salvador's bitcoin experiment is not going well. Skippy quizzes Doogles on the hottest cities for college graduates. All praise that interest rates are finally going up. The episode wraps with covering how home value increases from last year outpaced average wages in the US, and a professor reps baby bonds to combat inequality.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy starts off with catching falling knives and the continued cheapness of Alibaba (BABA). Doogles gives some background on the nickel crisis and what this might mean for further damage in the auto industry. Skippy yells at politicians, especially Bernie Sanders who wants to stop oil companies from making money. Doogles walks through a Morningstar article about women and investing — and how sexist the investing community is. Skippy recaps a Columbia University post about faulty data in US News and World Report. The recent Bed, Bath and Beyond stock resurgence confuses Doogles. Skippy summarizes why people quick their jobs, and then the episode wraps with some non-US stock highlights by Doogles.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy kicks off with some highlights from the NFL Combine and their fashion. Doogles pivots to the Russian stock market closure and the high percentage of investments Russians have (had?) in their own market. Some quick hits on China — 1) them asking Russia to wait on the Ukraine invasion until after the Olympics and 2) their annual economic plan. Skippy covers car dealerships and how they don't want to take cash deals anymore because it brings down profits. Doogles wishes he could've been equity brothers with Buffett, who just bought more Occidental Petroleum (OXY). Doogles triples down on his recent stay invested pleas, highlighting a recent JP Morgan piece stating the same. The episode wraps with a convo on equity insurance and black swans.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

After Doogles kicks off with a celebratory hooray about the US Women's National Soccer Team getting a taste of victory with well deserved backpay, Skippy and Doogles discuss Russia and Ukraine. The show focuses on the potential economic and investing impact (and specifically SWIFT) of what is happening to the Ukrainian people, but their hearts and minds are with the people themselves. They then discuss market reversals and Charlie Munger's recent Daily Journal meeting. Skippy continues the dollar store war discussions with Family Dollar's recent rat infestation issues. Doogles raises a recent piece on Peloton's irrational growth expectations, and the episode wraps with a few quit hit items from Skippy.

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

The episode kicks off with listener mail on the 'ultimate portfolio' (Skippy and Doogles disagree) and some inside scoop on European stocks trading for the cheap. Doogles raises a recent Bitcoin heist arrest of a terrible amateur rapper. Skippy brings up another example of the cheap stuff catching up to growth — Hilton vs. Zoom. Doogles discusses a tweet storm about how terrible individual investors usually are. Skippy celebrates that the Fed FINALLY bans stock trading for its governors. The episode wraps with a convo about US compensation of Olympic medal winners.