QAV S05E24 — White-knuckle

from QAV Investing Podcast (Free Edition) Hosted by Cameron Reilly

This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a "wonderful company at a fair price" and ignoring sentiment.

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QAV S05E24 — White-knuckle

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This episode was published on June 21, 2022.

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