In this episode we discuss one of the most important lessons a new investor should understand: know the environment in which you're investing. Also, Dave asks, when did stock dilution become a buy signal???!!! Also, Apple earnings, Amazon earnings, and more! 

Brandon is at the helm again and explains why he's a contrarian and what mistake he made with Alibaba and why he still has the stock. He also gives an update to Microsoft buying Nuance. He also talks about Tencent and JD.com and explains why he bought $gld and his thought process behind the purchase. 

Oh, and he once swung at a pitch in baseball that he got hit by. Yes, he was that bad.