Skippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. Skippy pours one out for Nick Saban, who retired last week. The episode wraps discussing the "quant winter" and Cliff Asness, and a shout out to Howard Marks' latest memo.

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For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Doogles) and this year's stock picks.

For all our other valued listeners, we have a compilation of some your favorite hits from last year — Tim Ferriss asks Warren and Charlie a question, a CEO values his time way too highly, Jokic doesn't care about basketball, and life lessons. Enjoy!

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Doogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the Vail vs. Alterra US skiing duopoly. Skippy hates on wasteful spending at universities, focusing on Auburn. The episode wraps with the sad and epic tale of Bird scooters.

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The episode kicks off with listener mail on UPenn wunderkind value investors and Congress continuing to trade on individual stocks. Doogles takes awe at the Magnificent 7 and their continued dominance. The episode wraps with China's crackdown on gaming and Advertise Now, Pay Later.

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Doogles kicks off with listener mail on a playful strategy of buying the dip on anti-wokism. He then covers a piece on Elon Musk's financial troubles. Skippy discusses the complexity of making sports stadiums into economic development areas. Doogles talks signs that it's not time for a recessions. The episode wraps with Gen Z's favorite fashion brands, doomsayers, and a layout of US companies' geographic and income targeting.

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Doogles walks through the economics of all you can eat buffets. Skippy drops a few more Charlie Munger quotes and discusses the recent interview between him and the Collisons. Doogles is impressed with the results from the largest universal basic income experiment. The episode wraps talking about the current state of corporate debt.

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RIP to Charlie Munger. Doogles gives a PSA on the DJ Envy real estate debacle, and paying attention to what celebrities are pitching. Skippy hits on how stocks crushed in November. Doogles talks correlation between when people come of age and their percentage equity allocation. The episode wraps with Mark Cuban's gangsta move on selling the Mavs.

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It's Black Friday at retailers, and at the Skippy and Doogles podcast. Check out our premium deals. Nvidia releases blow your mind earnings (again). Skippy lays out some stock research recommendations. Doogles tells a story from Gretchen Morgensen's book The Plunderers about private equity. The episode wraps with a Morgan Housel piece called the Full Reset and a FINRA marketing proposal that likely won't work.

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Skippy and Doogles try to find the logic of Sam Altman’s boot from OpenAI. Doogles enjoys a Kayla Scanlon piece on the perception of the economy. Skippy hits on a couple points from Morgan Housel’s latest book. Doogles talks inheritance and inequality. The episode wraps with a quiz on real estate, a nice take on Goldman Sachs and how much you should be taking out of your retirement each year.

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Skippy declares that it's definitely time to stop listening to Dave Ramsey. He also is intrigued with a mining company that may have some hidden gems. Doogles doesn't like the incentive structure that's been given to startup companies. Skippy doesn't understand how Isiah Thomas didn't know he and MJ had beef. The episode wraps talking about zombie companies.

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].