Gerry proposes a new name for the podcast. Gerry uses the example of Carvana (full disclosure: we own it) as a window into his thinking when it comes to evaluating a company.

(With apologies for Doug's audio)

Doug leads with a TV ratings statistics that points to the atomization of mass culture and Gerry shoehorns in his (justified) disdain for ESG.

Gerry dissects the headlines on a major website as an illustration of why the news is broken and our focus on the immediate hasn't served us well at all.

In a word, "yes". Gerry opines on why stocks are saying "normal" movements in some stocks that would have raised some eyebrows back in the old days.

Mark Zuckerberg's choice of hobby during the pandemic shows us once again that, whatever the rules are, the rich are going to get by.

Gerry and Doug parlay years of watching LA Law and Ally McBeal into a discussion on an upcoming SCOTUS case and bitcoin happenings.

Gerry and Doug talk about the regulatory state, crypto, sitting in cash for decades and  bank panics during the Gilded Age.

Why are healthcare, college and housing so expensive? You get one guess.

Is "go woke, go broke" true and how does what is "good" fit into free enterprise? Gerry and Doug   talk about  Bud Light.

Gerry explains the art of valuing companies.