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Compounding When the World’s on Fire

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Manage episode 476983780 series 2875588
Content provided by Skippy and Doogles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Skippy and Doogles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Markets are twitchy, tariffs are flying, and the Economic Policy Uncertainty Index just hit 900. So... what now? This week, Skippy and Doogles channel Charlie Munger, debate whether it’s time to dump Chinese stocks, and wrestle with how (and when) to deploy cash in a world that makes zero sense. Plus: Howard Marks drops another banger memo, the NASDAQ flirts with 24/7 trading, and we break down the real deal with ESOPs and employee ownership.

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].

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 476983780 series 2875588
Content provided by Skippy and Doogles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Skippy and Doogles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Markets are twitchy, tariffs are flying, and the Economic Policy Uncertainty Index just hit 900. So... what now? This week, Skippy and Doogles channel Charlie Munger, debate whether it’s time to dump Chinese stocks, and wrestle with how (and when) to deploy cash in a world that makes zero sense. Plus: Howard Marks drops another banger memo, the NASDAQ flirts with 24/7 trading, and we break down the real deal with ESOPs and employee ownership.

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].

  continue reading

225 episodes

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