All Episodes
Deep Values — 531 episodes · page 2 of 6
Trump Accounts Intend to Turn Babies Into Millionaires
Wall Street Work for Wall Street, Not For You!
Li Lu on the global economic startup
Value Investing in AI Era
[No Fundamental] Pure Technical Analysis: Where are we right now?
Why being busy keeps you poor?
What's The Catch Behind Alphabet's GOOGM 6.25% High Yield?
Are FANNG outdated? Let's talk about Capex and Earnings in 2026
Being Right Too Early Killed Tiger Management
Bill Gurley’s Systems Thinking Mental Models
Bill Ackman's Bet on Old Tech Giants Explained
The Most Important Thing: Why Second-Level Thinking Beats the Crowd
Seth Klarman On Thriving During Market Chaos
🚨 Bubble Watch: Buffett Indicator at 234! CAPE Near All Time High 41!
Becky Quick on Mastering the Markets and Warren Buffett’s Wisdom
The Psychology of Money: Bubbles, Scarcity, and Financial Education
Seth Klarman Warns of an AI Bubble
The Intrinsic Philosophy of Warren Buffett and Charlie Munger
Dan Loeb on How Value Investor Survive The AI Revolution
1929: Einstein's Empty Attic and Musical Intuition
Michael Burry Catches The Lululemon Knife
Beyond the Market: Guy Spier on Value, Love, and Loss
Morgan Housell: Smart People Are The Nicest
Stripe and the Dawn of Agentic Commerce Explained
Alphabet's 80 Billion Dollar AI Infrastructure Bet Explained
Aswath Damodaran on SpaceX Post-Prospectus: Recalculating Value in the AI Age
How Quantum Physics Shapes Your Reality
Smart Strategies for VOO, QQQ, and TQQQ
AI Algorithms Hack Traditional Value Investing
Mohnish Pabrai’s 20-Punch Card Rule
Why Costco Trades Like A Tech Gian
Why Laozi's Non-Action Philosophy Beats Modern Hustle
Howard Marks Warns Against AI Mania
Salesforce AI Pivot and Stock Deep Valuation
The Vatican’s Case Against Digital Feudalism
High Free Cash Flow Yield as a Bear Market Shield
【13F】Peter Thiel Dumps Big Tech for Cash
The Two Trillion Dollar SpaceX Martian IPO Explained
Monesh Pabrai: Don't Buy S&P500 Right Now!
Microsoft: Navigating the AI Transition and Market Valuation
NVIDIA’s Software Moat and Valuation Paradox
IPO Booms and Market Tops？
Duan Yongping‘s $25 Billion Pivot to Software
Why Intuit Stock Plummeted Despite Record Profits
Howard Marks Warns Against AI Mania
【IPO】The SpaceX Prospectus: Analysis, Valuation, and Access Guide
Delta Air Lines Runs On Amex Billions
Why High Dividends Are a Mathematical Trap
【13F】Li Lu dumps banks for financial tollbooths
【13F】Druckenmiller‘s Latest Portfolio Under Buffett’s Value Rules
【13F】Bill Ackman‘s $14 Billion Eight Stock Bet
【13F】Seth Klarman's Q1 2026 Portfolio Shakeup
[13F] The Abel Shuffle: Berkshire Hathaway Q1 2026 Portfolio Analysis
The Hidden Economics of Tokens Expalined
Why Breaking Even Destroys Your Wealth
Warren Buffett's 200 Billion Dollar Mistakes Explained
Li Lu: When to Sell?
How Companies Fake Profits with Accounting
Naval Ravikant: The Shifting Logic of Violence and Technological Renaissance
[13F] Christopher Hohn's Nine Stock Monopoly Portfolio Exposed
Buffett Indicator 228%; Shiller PE: 40!
Microsoft's 2026 Four Trillion Dollar AI Gamble Exposed
Paul Tudor Jones on Risk and AI
2026 PayPal Value Trap or Fintech Bargain
Monesh Pabri: The Art of Doing Nothing
Warren Buffett on Berkshire, Succession, and the American Miracle
Berkshire Hathaway Q1: The Greg Abel Era and 2026 Analysis
Li Lu: Character Is The Ultimate Financial Moat
Beyond the ROE Trap: The Superiority of ROIC
Michael Burry Exposed The Tragic Algebra of a $1.7 Trillion Market Illusion
AAPL Q1 Earnings and Deep Value Analysis
Q1 Tech Earnings Is Here: The $600 Billion AI Infrastructure War
Why Buffett Sold $130 Billion of Apple
Google’s 180 Billion Dollar AI Operating System Exposed
DuPont Analysis Explained: How Return on Equity Masks Bankruptcy
Greg Abel Breaks Warren Buffett's Rules Already
Mohnish Pabrai's Mental Models for Asymmetric Success
Weekly Market Wrap: Earnings and Recessions
2026 Q1 Intel's Atomic Gamble or Value Trap
Tesla's Trillion Dollar Physical AI Gamble
Q1 Earnings - UnitedHealth Group's Profit Crash and AI Pivot
Banks Q1 earnings defy doomsday economic headlines
[Q1] BMI: Badger Meter Software Margins and Valuation Risks
Pichai’s Google 2027 Enterprise AI Singularity Prediction
[Earnings] ASML and the AI Chip Monopoly Paradox
The real Satoshi exposed
Sam Altman and the illusion of safety
Why AI Fear Is Crushing Software Stocks?
Howard Marks: How AI Broke the Private Credit Market
Li Lu: Wealth in Civilization
Why Microsoft stock crashed 30%?
Chamath Palihapitiya and the Social Capital Myth
Four hidden shocks shaking the US economy
How BYD survived two decades of volatility
Safe Options Strategy for Value Investors
Warren Buffett 2026 Latest: Charity Lunch Revival and Market Cautions
Why Warren Buffett outlives the health gurus
War, Credit Cycles, and the Crisis of Housing Affordability
Chamath Palihapitiya: How ego lost five billion dollars
Why Consistency Beats the S&P 500 from now on?