Skippy and Doogles Talk Investing cover art

All Episodes

Skippy and Doogles Talk Investing — 276 episodes

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Title
1

Our Losers Lose Better

2

Slow and Steady Wins the Balance Sheet

3

Chamath is Still Dancing When the Music Stops

4

The Future of Investing is Lies

5

What's a Little Tax Lie Between Friends?

6

Private Credit is Hotel California For Your Money

7

What Are We Doing?!

8

Betting on Missiles is Not Investing

9

You Too Can Be a Sucker

10

SaaSpocalypse Now? AI, Block Layoffs & the Trust Premium

11

Pinterest: Hidden Gem or Just a Pretty Picture? [Investment Committee]

12

Is Software Dead or Just On Sale?

13

Finding Value Where No One Is Looking w/Lee Roach (author of The Value Road Substack)

14

Hi-Ho Silver, and Away

15

Got it Goin On Like Kroenke Kong

16

The 5-Minute Buffett Test

17

Play Stupid Games, Win Stupid Economies

18

CEO of Berkshire is a Job I'm Glad I Don't Have [2025 Greatest Hits]

19

Jim Beam Shuts Down, Tax Apps Block Holidays, and the $700M Wedding Ring Repo

20

Mitt Romney Says Tax the Rich? Plus Sports Betting Regret and Gen Z Financial Nihilism

21

Private Equity Invades College Sports: Utah’s $100M Gamble and Affordability is Broken

22

Michael Burry Speaks, Prediction Markets Explode, and Why TiVo Just Died

23

The Real Poverty Line, Ray Dalio’s Bubble Math, and Charlie Munger’s Last Lessons

24

Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback

25

20 Lessons from 2008 That Still Matter (Especially Now)

26

OpenAI is a Masterclass in Market Mispricing

27

A $20K Robot Butler and Why 57% of Americans Don’t Invest

28

How the NFL Prints Money, and Why College Tuition Just Crashed

29

AI Hype Circle, and ETFs Are the New Casino Chips

30

Japan, Debt, and the Downside of Free Money

31

Ponzi Nation — RadioShack Scams, First Brands Shenanigans & PE’s Retirement Heist

32

Robinhood’s New Private Fund Is a Terrible Idea

33

$300 Billion of Fake AI Money and the Oracle OpenAI Bubble

34

House Rich, Cash Poor: Why Americans Are Tapping Their Homes for Survival

35

Deckers Outdoor: Stock Turnarounds, Sheep Lawsuits & $11B Moonshots (Part 2)

36

Deckers Outdoor: From Surf Bums to a $30B Shoe Empire (Part 1)

37

ETF Survivorship Bias, Intel Drama, and the $1.3 Trillion Buyback Binge

38

Michael Mauboussin, PE Ratios & The Art of Future Value

39

South Park, Skinny Shots & the Market Meltdown

40

Ferrari Status & the Passive Investing Bubble

41

Passive Income Lies, BrewDog Drama, and Zip Code Economics

42

Youth Sports Are a $40B Racket — And Other Ways We Misallocate Money

43

Trump Accounts Debunked, PE Myths, and Incentivized Stupidity

44

Venture Returns Unpacked, AI’s Internet Disruption, And The Dangerous Success of Stablecoins

45

Stablecoins, Speculation, and When to Sell a 10X Investment

46

Circle IPO Frenzy, Tip Tax Madness, and America’s Adulting Crisis

47

[Replay] How the World’s Best Investors Stay Rich, Wise, and Sane | William Green Revisited

48

No Free Lunch — Tipping, Student Loans, and Complex Investing Truths

49

Leverage Looks Brilliant, Until It Blows Up

50

Is Warren Buffett Actually the GOAT?

51

McRecession, Doritos, and a Side of Disappointment

52

Yes Risk, No Rari (Yale’s $6B Sale, Student Debt Trouble, and YOLO Traders Gone Wild)

53

Who Owns America? Foreign Capital, China’s Strategy & the Private Equity Squeeze

54

Compounding When the World’s on Fire

55

I Tariff So Hard Economics Can’t Find Me (How Bad Math Crashed the Market)

56

Burrito Bowls, Now With Zero Percent Down

57

Preferred Shares of Chaos

58

Is America Really Going Bankrupt?

59

Rewriting the Economy: Trump’s GDP Plan, Market Crashes & a Shifting World

60

Booz, Buffett, and Billionaires

61

Bill Ackman’s Berkshire Bootleg

62

Bargains Gettin More Bargainy

63

What Have You Done For Me Bukelatley?

64

The Stocks From Ipanema Go Walking

65

Let’s Play Hide and DeepSeek

66

The Conundrum of the Personal Burger Taxi

67

Reading Between the Lines

68

Brought to You By the Year 2035 [2024 Episode Compilation]

69

Who is Buying This Hogwash?

70

First There Was the War, Then the Capitulation

71

Pop Goes the Bubble ‘Cause the Bubble Say Pop

72

While Your Feet Are Stomping And the Coins Is Pumping

73

Oh The Places Stocks'll Go

74

The Quest for Insufferable Geniuses w/ Josh Scott and Adam Burrows

75

Doogles Jumps the Shark

76

Curmudgeonry McMuffinry

77

Millennials Do Debt Better

78

Mr. Statman, Bring Me Some Risk

79

Unicorns, 10 Years Hence w/Aileen Lee (Founder of Cowboy Ventures)

80

Don't Let An Accounting Professor Run Your Company

81

David Tepper Just Don’t Care

82

Silly Yeltsin, Trix Are For Kids

83

Boyz II Men, ABC, BBD...Less Tax For Your Family

84

Rub a Dub Dub, Costco is Da Club

85

A Branded Tattoo, I’ll Always Have You

86

Some Guy On Some Other Job is Mr. Market

87

Confirmation Bias, And it Feels So Good

88

Warren’s Hoarding Cash and Putting Apple in the Trash

89

Will the Real Andy Grove Please Stand Up?

90

Pull Yourself Up By Your Pigtails

91

Wonk and Circumstance

92

The Skippyonaire Next Door

93

NYC’s $700 Million Schurprise

94

Walgreens’ Milkshake Brought No Investors to the Yard

95

Why’d You Have to Go And Make Things So Concentrated?

96

[Replay] Your Consumerism is Killing Me

97

My AI Juice Is Worth Your Squeeze

98

Get Your 10 Year Old to the Ballot Box

99

Hi-ho, the Derry-o, the Fama In the Dell

100

Google Has Gone Full Hooli

101

Chocolate’s Called Liquid Gold For a Reason

102

Skippy & Doogles Go To NewBraska

103

Debt La Soul is Dead

104

Pretty Ricky’s What They Call Him

105

Keep the Credit Where Credit’s Due

106

Tap That Social Security, Baby

107

Absolutely Never Always Use Absolutes

108

[Replay] The Market Has the Mouth of a Saylor

109

Six of One and 4000 Billion of the Other

110

Norway Or the Highway

111

It's Coal, It's Got the Juice

112

I Like to Be In America! For a Small Fee in America!

113

ETF Yields So Hiiiiiiiiigh, High Above Me

114

Choke the Woke, End Up Broke

115

Smart Money Bets on Liberty Biberty

116

Housing is a Lens Into Civilization w/ Conor Dougherty (author of Golden Gates)

117

Celebrating That Rent-a-Center Culture

118

Dat Money Be Gone

119

Running 5Ks Does Not An Investor Make [2023 Episode Compilation]

120

Bird Bird Bird, the Bird Ain’t the Word

121

When They Move, We Move, Just Like That

122

Rich Elon, Poor Elon

123

All You Can Eat Debt Buffet

124

Feeling That Munger Hunger

125

Junk Bonds Got the Yields to Make Your Booty Go Smack

126

I Do Not Like It Sam I Am

127

Just Stop, Dave Ramsey

128

Ye And His Adidas Do the Illest Things

129

Free Will(y)

130

Snitches Get Riches

131

Slimmer Waistlines, Slimmer Returns

132

Impendio Infinitus

133

For the Love of the Fat Bears

134

Government Does Itself No Favors

135

Would a Stock Without a Dividend Earn As Sweet?

136

Indebted and Fretted

137

Getting My Stock Tips At Auntie Anne’s

138

SPAC’d In the Face With Reality

139

When I Rich, You Rich, We Rich

140

A Mighty Big Bite of the Apple

141

Retire? I Don’t Even Know Her!

142

Seeing the World Through Yellow Colored Glasses

143

We Will All Be Robots Soon

144

TayTay Day

145

Gotta Lose Money to Make Money

146

Things Are Going South

147

The Billionaire Death Match

148

Nuggets of Wisdom

149

When Puts Comes to Shove

150

All Hail the Salvatious Seven

151

From the Pub to Your Ear Buds

152

Scurry Burry Investing Up a Flurry

153

Mungermania LVIII

154

No Pain, No Premium

155

I Feel REITs In My Fingers, I Feel REITs In My Toes

156

One Way Ticket Out of Pity City

157

Turning Kohl's Into Diamonds

158

No Work And All Play Makes Jack A Dull Boy

159

Two Good Friends and a Microphone [Seafarer Investor Podcast Interview]

160

Stay In Your Lane, Liam Neesons

161

Why Can't Banks Just Be Normal?

162

You Down Wit SVB? Yeah FDIC!

163

America’s Got 99% Problems And Housing Is One

164

Fees, Sir, I Want Some More

165

Munger Don’t Care About You Or Anything That You Do

166

Beware the Sharknado Recession

167

Johnny Needs a Fast Car

168

Simply the Best, Worse Than All the Rest

169

Fantastical Rates and Where to Find Them

170

I Left My Wallet in El Tokyo

171

Office Space is a Comedy, Not a Blueprint [2022 Episode Compilation]

172

Closing Out An Eggstraordinary Year

173

Bow Knows This And Bow Knows That

174

Deion Sanders Up In China

175

The Pied Piper of New York City

176

Little Caesars is Dead, Long Live Little Caesars

177

You Gotta Spend Money to Spend Money

178

The SEC Doesn't Regulate Poop Emojis

179

Angela Lansbury Would Be Disappointed

180

Welcome to the Janet Jackson Market

181

It's Cool to Be Kind w/ W. David Marx (author of Status and Culture)

182

Sideways Markets From Wayside School

183

Wood You Mind Slowing Down?

184

Can You Keep Up? FDR Make Me Lose My Breath

185

Housing Be Beamin' While the Market's Screamin' Lehman

186

Weak Ties, Strongly Held

187

Peloton is the Jim Cramer of Companies

188

Interest Rates Are Up…But Not For Your Savings

189

It's Not Right, And It's Not OK

190

It’s APE’s World, We Just Live In It

191

Out of the Frying Pan, Into the Prison

192

Playing Hot Potato With Dynamite

193

The Predictive Power of Trousers and Trainers

194

TINA and TASA in a TUSSLE

195

The Value In Preparation w/ William Green

196

Powell, Just Get On With It Already

197

Post Malone Saves the Metaverse

198

Is Radio Shack the Next Berkshire Hathaway?

199

Dear Bitcoin, Do You Know How Hedges Work?

200

The Market Has the Mouth of a Saylor

201

When Bees Are Fish, No Portfolio Is Safe

202

Don't Slap Grandpa at Costco

203

Blue Chips and Red Crackers

204

If Being Rich is Sexy, Getting Rich Sure Isn't

205

Numbers Don't Matter in Canada

206

Sticking Through Thick and Thin w/ Justin Carbonneau (Validea Capital Management)

207

This Never Happens, Except All the Time

208

Blame It On the P-p-p-p-p-password Sharing

209

A Twitter By Any Other Price Would Smell More Sweet

210

Bill Gross' Extraordinary Playlist

211

Between a JPEG Rock and a Hard Place

212

America's Self-Induced Filibuster

213

One Large Popcorn, Light on the Gold Please

214

I'll Give You $100K for That Nickel

215

Your Cash is No Good Here

216

Our Hearts Are With Ukraine

217

Inspector Gadget Hacks Bitcoin

218

Tesla, the King!

219

Peeps Be Done Gone Crazy

220

I Can Has Sweden?

221

Calm Down Chicken Little

222

I Feel Tippy, Oh So Tippy

223

Nonsense and Glory [Your 2021 Favorites]

224

Confusing Buffett, Bernie and Orville

225

What a Difference a Year Makes

226

Who Moved My Cream Cheese?

227

Metaversially Controversial

228

Some Turkey With a Side of "Audio Issues"

229

ARKK You Kidding Me Right Now?

230

Never Underestimate Florida Man

231

Your Consumerism is Killing Me

232

Tesla vs. the World

233

Zuck is Officially Off His Rocker

234

The DWAC SPAC is BACK

235

NIMBY, NIMBY Everywhere

236

Hips Don't Lie, But Bank Accounts Do

237

Nancy Pelosi, Queen of the Markets

238

A Future of Negative Interest Rates w/ James Mackintosh (Wall Street Journal)

239

Narratives Up, Facts Down

240

A Broken Market is Still Right Twice a Day

241

Sorry, Jenna, Maybe This NFT Will Help

242

Investing in the Fashion Metaverse

243

Hedgehogs, Foxes, and Woods — Oh My!

244

TINA Scouts Out Some Mobile Homes

245

Buying is Easy, Selling is Harder

246

Credit Suisse And the 1000x Rounding Error

247

Nonprofit Stocks Are All the Rage

248

Don't Trust Teenagers With Your Bitcoin Money

249

Like a Bear in a China Shop

250

A Dollar, A Dollar, My Kingdom For a Dollar!

251

Delawarean Gumption Moves Markets

252

Give Me All Your Inflation, Give Me All Your Debt

253

Bukele vs the Volcano

254

To Cow or Not to Cow, That is the Question

255

Skippy Becomes a Lumberjack

256

Investing Where You Have An Edge w/ Adam Burrows (Managing Partner, Range Ventures)

257

Blissfully Wasteful Car Wrecks

258

Compounding Goodwill w/ William Green (author of Richer, Wiser, Happier)

259

All Your Debt Are Belong to Us

260

Let's Talk About Tax, Baby

261

The Profitability of Unprofitability

262

Hot Takes From the Dimons and the Damons

263

Biden's Comin' in Hot!

264

Can't Drive? Blame the Wind

265

On the Path to a SPACtacular Disaster

266

An Ode to Excel

267

Who is talking about Ford Motor Company?

268

Redistribute the Bubble

269

The Case of the Cryptic Crypto

270

HVAC is the New Black

271

Brady and Buffett Walk Into a Bar

272

GameStop Keeps Printing Tendies

273

The Search for the Deep Cheap

274

The Harbaugh Fire Sale

275

Will the Real Jack Ma Please Stand Up?

276

No one's ever gone wrong by buying a Chinese stock