Skippy and Doogles Talk Investing

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For years, two of the world's greatest investing minds, Skippy and Doogles, have debated their investing philosophies. They started recording their phone calls to bring that stock market wisdom to the masses. Buckle up, because you never know where these

Skippy and Doogles


    • Apr 28, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 46m AVG DURATION
    • 225 EPISODES

    Ivy Insights

    I've recently discovered The Skippy and Doogles Talk Investing podcast, and I must say, it's been a delightful addition to my weekly listening routine. This dynamic duo has managed to create a podcast that seamlessly combines laughter and learning when it comes to the world of investing. Their friendship is evident in their banter, and they bring a refreshing perspective to the table with their varying strategies that don't always align. It's not just about investing though; these two also provide valuable insights into honest communication and differing viewpoints, making for a well-rounded listening experience.

    One of the best aspects of this podcast is the wide range of topics covered. From exploring the history of investing to analyzing political influences on the market, Skippy and Doogles leave no stone unturned when it comes to providing listeners with valuable information. Their real-world experiences and insights from the industry add depth to their discussions, creating a rich tapestry of knowledge for any stock market enthusiast. Additionally, they excel at breaking down complex ideas into easily digestible content, making it accessible for both beginners and seasoned investors alike.

    However, no podcast is without its flaws. While Skippy and Doogles do an excellent job at presenting information in an engaging manner, there are times when their banter may overshadow the educational aspect of the show. Some listeners might find themselves wanting more focus on specific investment strategies or deeper analysis. Nevertheless, this minor drawback does not detract significantly from the overall value provided by this podcast.

    In conclusion, The Skippy and Doogles Talk Investing podcast is a must-listen for anyone interested in investing or seeking valuable insights into the stock market. With their unique blend of humor, popular culture references, deep value concepts, and genuine friendship shining through every episode, Skippy and Doogles have created a truly enjoyable experience for their listeners. Prepare to laugh while you learn from these intelligent hosts as they share their wisdom nuggets with you.



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    Latest episodes from Skippy and Doogles Talk Investing

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

    Play Episode Listen Later Apr 28, 2025 34:04


    Yale is selling $6 billion of private equity holdings — is this the canary in the economic coal mine? Student loan repayments are back, and the numbers are worse than you think. Plus: YOLO traders are back in force, betting big on Bitcoin and meme stocks with dreams of overnight riches.

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

    Play Episode Listen Later Apr 21, 2025 34:27


    Foreigners own net $30 trillion in U.S. assets—should we be worried? Skippy & Doogles go deep on America's financial entanglements, who holds our debt, and why global capital might be looking for the exit. Then they unpack the China standoff, how trade narratives are twisting, and what private equity's "perfect storm" means for markets. Banter included. Charts not required.In this episode:Who really owns U.S. debt—and why it's less scary than headlines suggestThe “De-Americanization” of global capital: trend or tantrum?Why China's calling itself a “safe haven” (and yes, we're side-eying that too)The private equity bubble: what happens when no one's buying?Inflation, leverage, and Powell's impossible jobJoin 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 skippydoogles@gmail.com.

    Compounding When the World's on Fire

    Play Episode Listen Later Apr 14, 2025 44:57


    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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Apr 7, 2025 58:50


    This week, Skippy & Doogles go scorched earth on the most chaotic economic policy rollout in recent memory. Trump's new “reciprocal” tariffs? We break down the math (spoiler: it's nonsense), the market fallout, and why it's got economists, investors, and even penguins running for the hills.Expect:

    Burrito Bowls, Now With Zero Percent Down

    Play Episode Listen Later Mar 31, 2025 42:39


    This week, Skippy's in the U.S., Doogles is in Paris, and the global economy is somewhere between a punchline and a panic. We kick things off with a deep dive into the new 25% auto tariffs—what they mean for carmakers and investors. Then we pivot to the bizarre: Trevor Milton, the man who rolled a fake truck down a hill, just got pardoned. What does that mean for financial regulation and investor trust?Finally, we unpack the rise of Buy Now, Pay Later… for burritos. Is it just a viral stunt or a symptom of a fragile consumer economy? And in the premium segment, we go inside Stanley Druckenmiller's latest macro bet on pharma.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 skippydoogles@gmail.com.

    Preferred Shares of Chaos

    Play Episode Listen Later Mar 24, 2025 41:38


    The Celtics sold for $6.1B?! We break down why pro sports teams are selling out, debate March Madness chaos, and roast Michael Saylor's “Preferred Shares of Chaos” — a crypto-powered yield product that smells like a Ponzi. Plus: Treasury's 3-3-3 Plan, and why America can't build anything anymore.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 skippydoogles@gmail.com.

    Is America Really Going Bankrupt?

    Play Episode Listen Later Mar 17, 2025 36:22


    In this jam-packed episode, Skippy and Doogles tackle everything from Elon Musk's bold economic takes to why CEOs are afraid to speak out right now. They dive deep into the complexities of modern monetary theory—complete with a bucket analogy that might just change how you see government debt. Plus, they break down the current state of consumer spending. It's sharp investing insights with a side of laughs—because who said finance has to be boring?

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

    Play Episode Listen Later Mar 10, 2025 36:14


    Is the government cooking the books? This week, Skippy & Doogles dive into Trump's plan to strip government spending from GDP—what it means, why it's happening, and whether it changes how we measure recessions. Plus, we break down 150 years of stock market crashes to uncover the biggest investing lessons, and we analyze the wild shifts happening in the global economy—from rising military spending to trade wars and the Fed's next move. Oh, and did we mention the ‘Strategic Bitcoin Reserve'? Buckle up, this one's a ride.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 skippydoogles@gmail.com.

    Booz, Buffett, and Billionaires

    Play Episode Listen Later Mar 3, 2025 49:12


    Skippy looks at Booz Allen Hamilton's wild government contract dependency and what happens when the political winds shift. Doogles breaks down Warren Buffett's latest (and maybe last?) Berkshire Hathaway annual letter. Skippy highlights how the top 1% now account for 50% of U.S. consumer spending, and asks what that means for markets. The episode wraps with some listener mail about how politics and morality should or shouldn't play in investment decisions.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 skippydoogles@gmail.com.

    Bill Ackman's Berkshire Bootleg

    Play Episode Listen Later Feb 24, 2025 41:54


    Skippy and Doogles tackle listener mail about Berkshire Hathaway's huge cash pile. Skippy talks through the recent $1.5b hack on ETH. The episode wraps with a deep dive into Bill Ackman / Pershing Square building "the next Berkshire Hathaway" with an increased investment in Howard Hughes.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 skippydoogles@gmail.com.

    Bargains Gettin More Bargainy

    Play Episode Listen Later Feb 17, 2025 40:24


    Doogles loves Dave Portnoy going off about how the crypto bros can't hodl. Skippy talks through how functional unemployment is much higher than what the aggregate government data shows. Then he gets fired up about Jamie Dimon's rant about remote work. The episode wraps with Pershing Square's latest annual investor presentation.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 skippydoogles@gmail.com.

    What Have You Done For Me Bukelatley?

    Play Episode Listen Later Feb 10, 2025 34:24


    Doogles highlights that El Salvador is calling in quits on Bitcoin as the national currency. Then he questions whether it's the right time to diversify outside the US. Skippy looks at the poor consumer sentiment in China. The episode wraps with two interview summaries with professional investors — Graham Duncan and Mike Maples.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 skippydoogles@gmail.com.

    The Stocks From Ipanema Go Walking

    Play Episode Listen Later Feb 3, 2025 49:14


    Skippy and Doogles answer listener mail on Cathie Wood's underperformance. Skippy tells Visa to stop performing so well so they don't get shut down. Doogles talks through career lessons from David A. Patterson. Skippy is enamored by Warren Buffett's cash pile and it's market crash predictions. The episode wraps with a discussion about Twilio and Brazilian equities.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 skippydoogles@gmail.com.

    Let's Play Hide and DeepSeek

    Play Episode Listen Later Jan 27, 2025 40:31


    Doogles is fascinated by the US/China AI race, and specifically DeepSeek. Skippy is not happy with how American's are treating their finances. The episode wraps with a conversation about David Einhorn's latest take on how the market today is fundamentally broken.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 skippydoogles@gmail.com.

    The Conundrum of the Personal Burger Taxi

    Play Episode Listen Later Jan 20, 2025 42:27


    Skippy pulls a 180 and now thinks that the US buying Greenland has some merit. Doogles stresses the importance of spending an unreasonable amount of time to allow for greatness. Skippy dives deep into the science of alcohol. The episode wraps with a discussion on stress and burnout, and then the US dollar's overvaluation.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 skippydoogles@gmail.com.

    Reading Between the Lines

    Play Episode Listen Later Jan 13, 2025 38:01


    Skippy and Doogles tackle the relationship between interest rates, the economy and stock valuations. Doogles walks through Charlie Bilello's latest chart recap. Skippy covers traffic congestion in NYC. The episode wraps discussing Howard Marks' latest memo Bubble Watch.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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Jan 6, 2025 47:37


    Celebrating one more year in the past! Skippy and Doogles go through Cliff Asness' look back at the market from the lens of 2035. The rest of the episode highlights from 2024 episodes including: Li Liu's principles of value investing, an interview with Cliff Asness, and David Tepper's take on investing in China. 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 skippydoogles@gmail.com.

    Who is Buying This Hogwash?

    Play Episode Listen Later Dec 30, 2024 41:36


    Skippy is flabbergasted by a man who takes saving money to the extreme. Doogles says to watch the cognitive load people are putting on their processes. Skippy shakes his head at how Bench Accounting shuts down. Doogles gives a PSA on cryptocurrency scams. The episode wraps with Mag 7 P/E ratios gone wild and how to prepare for a lost decade in stocks from Barron's.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 skippydoogles@gmail.com.

    First There Was the War, Then the Capitulation

    Play Episode Listen Later Dec 23, 2024 42:09


    Skippy highlights the financial incongruence of NFL quarterbacks. Doogles shakes his head at a Techcrunch piece on Databricks waiting to go public. Skippy talks through US vs European value creation. The episode wraps with a discussion on entropy and its connection to investing.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 skippydoogles@gmail.com.

    Pop Goes the Bubble ‘Cause the Bubble Say Pop

    Play Episode Listen Later Dec 16, 2024 49:38


    Skippy quizzes Doogles on a variety of topics and Doogles fails all of them. Then they go into the depths of listener mail, first talking about whether macro conditions and business environment justifies currently high Buffett Indicator levels, and then exploring another argument in favor of Bitcoin.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 skippydoogles@gmail.com.

    While Your Feet Are Stomping And the Coins Is Pumping

    Play Episode Listen Later Dec 9, 2024 45:05


    Doogles talks about the current mindset of the American worker. Skippy talks market valuations in the US and parlays that into a conversation about pump.fun and the creation of meme coins. The episode wraps with Michael Saylor pitching Microsoft on buying Bitcoin and Howard Marks' latest memo about asset allocation.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 skippydoogles@gmail.com.

    Oh The Places Stocks'll Go

    Play Episode Listen Later Dec 2, 2024 41:50


    Skippy returns from his Asian conquests and discusses the value in looking at international stocks. They discuss how hard it is to find a 200 bagger...and how long it takes to get there. The episode wraps discussing the "real value of money".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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Nov 25, 2024 53:06


    Skippy is out searching for new companies to invest in within the great continent of Asia, so Doogles is handling this one solo...but with two special guests. Josh Scott is an entrepreneur and investor who has also led multi-billionaire dollar businesses at eBay. Adam Burrows leads an early stage venture capital firm, Range Ventures, and is a former operator himself. It's a great conversation about the current state of the investing landscape and what comes next.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 skippydoogles@gmail.com.

    Doogles Jumps the Shark

    Play Episode Listen Later Nov 18, 2024 39:00


    Skippy apologies and congratulates Theo on his polymarket victory. Doogles quizzes Skippy on the best YTD stock market performances through October. Doogles talks whether or not the AI bubble is behind us or ahead of us, using a recent Bridgewater report. The episode wraps by throwing shade at Chamath and discussing America's two economies.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 skippydoogles@gmail.com.

    Curmudgeonry McMuffinry

    Play Episode Listen Later Nov 4, 2024 39:13


    Skippy talks through Jason Zweig's list of market grievances in his latest commentary in the Intelligent Investor. Some French dude is betting $30 million on a Trump election victory. Douglas is excited that for profit tutoring might be back in China. The Dwayne Wade statue is used as a field goal distraction. The episode wraps with tax advantaged accounts, Jeff Bezos stock selling and the ultimate McDonald's quandary.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 skippydoogles@gmail.com.

    Millennials Do Debt Better

    Play Episode Listen Later Oct 28, 2024 38:09


    It's the 200th episode, people! Doogles starts off talking about the finances of millennials vs. baby boomers in the US. Skippy raises Invest America's idea of giving everyone "baby stocks". Doogles compares food prices in the US to other countries. The episode wraps discussing education costs and the YTD best performing years for the S&P 500.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 skippydoogles@gmail.com.

    Mr. Statman, Bring Me Some Risk

    Play Episode Listen Later Oct 21, 2024 33:04


    Doogles covers a recent Ben Carlson piece on the importance of the sequence of returns in investing. Skippy likes a breakdown by Professor Statman about the different types of risk we should all take into account — investment, career, and social. The episode wraps with a discussion about richer households driving consumer spending in the US, and Visa being such a well run company.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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Oct 14, 2024 25:19


    Skippy and Doogles sit down with the one and only Aileen Lee. Aileen is the founder of the venture firm Cowboy Ventures, and created the term "unicorn" for companies worth at least $1 billion and less than 10 years old. Awesome convo.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 skippydoogles@gmail.com.

    Don't Let An Accounting Professor Run Your Company

    Play Episode Listen Later Oct 7, 2024 42:31


    KIcks off with listener mail about a Duke research report on human capital investments during Covid. Doogles walks through a Graham Duncan piece on the 5 levels of investment prowess. Skippy throws shade at banks for making so much money while not paying high interest rates. The episode wraps with CZ getting out of jail and starting a Giggly company.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 skippydoogles@gmail.com.

    David Tepper Just Don't Care

    Play Episode Listen Later Sep 30, 2024 43:06


    Skippy talks through the pros and cons of legalized sports gambling in the US. Doogles covers the recent Chinese stock rally and David Tepper's take on the whole thing. The episode wraps with OpenAI's proposed shift to a for profit company.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 skippydoogles@gmail.com.

    Silly Yeltsin, Trix Are For Kids

    Play Episode Listen Later Sep 23, 2024 42:21


    Kicks off with listener mail about refinancing given the recent interest rate reduction. Doogles covers a post about universities being debt factories. Skippy is loving the anniversary of Boris Yeltsin's visit to a Texas grocery store. Doogles walks through Marty Zweig's rules of investing. The episode wraps with Nike getting a new CEO and Microstrategy's continuing Bitcoin escapades.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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Sep 16, 2024 46:43


    Doogles hops back on his air conditioning soap box. Skippy is enamored with the cash flow generation of Visa. Doogles talks about the privileged tax strategy that is Buy, Borrow, Die. The episode wraps with a conversation about Only Fans' economics.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 skippydoogles@gmail.com.

    Rub a Dub Dub, Costco is Da Club

    Play Episode Listen Later Sep 9, 2024 50:28


    Lots of listener mail! First up, Skippy can't get over how bad a recent Economist article is, called Has Warren Buffett Lost His Touch? Doogles praises Costco and all its glory. Skippy is more than skeptical about the potential for a new(ish) app called dub to succeed in helping people to copy other investors' portfolios. The episode wraps by discussing Aswath Damodaran's take on aiming for 10 baggers, formerly dominant stocks and a conversation between Howard Marks and Morgan Housel.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 skippydoogles@gmail.com.

    A Branded Tattoo, I'll Always Have You

    Play Episode Listen Later Sep 2, 2024 40:32


    Doogles passionately expresses his hotels rewards preference. Skippy makes a quiz out of the hottest brands people get tattooed on their bodies. Douglas covers the economics of Roblox. The episode wraps with a chance encounter upon EBITDA Growth Systems and 9 thoughts on money from George Mack.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 skippydoogles@gmail.com.

    Some Guy On Some Other Job is Mr. Market

    Play Episode Listen Later Aug 26, 2024 14:36


    This is a premium episode week where Skippy and Doogles talk about recent stock buys — to become a premium subscriber head over here.For non-subscribers, Doogles highlights Howard Marks' recent memo "Mr. Market Miscalculates" and a great blog post about the importance of expertise...as evidenced by piano tuning.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 skippydoogles@gmail.com.

    Confirmation Bias, And it Feels So Good

    Play Episode Listen Later Aug 19, 2024 46:03


    Doogles practices the art of confirmation bias in a paper by the Federal Reserve of San Francisco about Americans running low on cash and high on debt. Skippy does the same in a review of recent 13Fs, and big funds buying some of his picks. Doogles talks through the recent lack of distributions to investors for private equity funds. The episode wraps with ARKK continuing to lose so so so so much more money for investors than it brings in as fees.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 skippydoogles@gmail.com.

    Warren's Hoarding Cash and Putting Apple in the Trash

    Play Episode Listen Later Aug 12, 2024 38:47


    Berkshire Hathaway has a record cash pile and Doogles speculates on what he might do with it. Skippy yawns at the market drop, talks Yen carry trade and the finances of the US VP candidates. Doogles marvels at the Nvidia H100 hoarders. The episode wraps with the terms of Pitbull buying the stadium naming rights to Florida International University. 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 skippydoogles@gmail.com.

    Will the Real Andy Grove Please Stand Up?

    Play Episode Listen Later Aug 5, 2024 36:05


    Skippy is enamored by Uber's cumulative to date operating losses. Doogles goes through the history of the one and only George Foreman Grill. Skippy shines light on the effectiveness of investing alongside Wall Street Bets. The episode wraps with the many failures of Intel and the history of dominant stocks in the market.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 skippydoogles@gmail.com.

    Pull Yourself Up By Your Pigtails

    Play Episode Listen Later Jul 29, 2024 40:28


    Skippy discusses the rise of Junior Bridgeman, NBA 6th man to $600m empire. Doogles walks through the results of OpenResearch's recent universal basic income (UBI) study. Skippy talks through the profiles of Bitcoin owners. There's some debate over the merits of the CAOS ETF. The episode wraps with a convo about Collab Fund's recent post "Fill the Bathtub."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 skippydoogles@gmail.com.

    Wonk and Circumstance

    Play Episode Listen Later Jul 22, 2024 50:35


    Skippy puts the magic of compounding on full display. Doogles runs through a research paper on balancing your career risk with portfolio risk. Skippy looks at stock volatility and Hawaiian Electric. Doogles continues his rant on US debt. The episode wraps with a political Bitcoin conspiracy theory and the sad life of UK stocks.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 skippydoogles@gmail.com.

    The Skippyonaire Next Door

    Play Episode Listen Later Jul 15, 2024 40:28


    Skippy is very happy about the large number of new companies being started in the US. Doogles touts the skills of Priscila Barbosa and her Uber/Lyft scam empire. Skippy creates a new financial moniker called...the Skippy. The episode wraps talking about the state of US national debt.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 skippydoogles@gmail.com.

    NYC's $700 Million Schurprise

    Play Episode Listen Later Jul 8, 2024 44:13


    Doogles talks through a piece on how no one really understands interest rates, but Skippy isn't buying it. Skippy covers New York City's traffic disaster and the $700 million fall out. Doogles hits on Sequoia's $600 billion AI question. The episode wraps with the reality gap media has with politics in the US.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 skippydoogles@gmail.com.

    Walgreens' Milkshake Brought No Investors to the Yard

    Play Episode Listen Later Jul 1, 2024 41:23


    Nepotism remains alive as Bronny James gets drafted by the Lakers. Skippy gets nostalgic about Nike stock. Doogles can't believe how bad of a business Walgreens has managed to become. The episode wraps talking about the "Daddy Model of Wealth" outlined by Paul Graham.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 skippydoogles@gmail.com.

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

    Play Episode Listen Later Jun 24, 2024 54:21


    Skippy kicks off with current stock allocation rates for Americans, then moves to the wild premiums that Costco and Nvidia stocks have right now. Doogles hits on a Global Financial Data article covering stock market concentration rates over the last 200 years. The episode wraps with a Wall Street Journal piece on financial lessons from our parents, self-inflated fund returns, and Doogles' current take on Broadcom.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 skippydoogles@gmail.com.

    [Replay] Your Consumerism is Killing Me

    Play Episode Listen Later Jun 17, 2024 43:58


    This is a replay but still relevant episode from late 2021.Skippy gets confused as to why Starbucks is adopting the blockchain (and you should be too). Then Skippy and Doogles discuss 3 big breakups this week — General Electric, Toshiba, and Johnson & Johnson are all splitting up their companies. Doogles calls out all of us for perpetuating inflation by buying too much stuff unnecessarily, based on some great reads from Bridgewater Associates and The Atlantic. The episode wraps walking through how much the last few crashes have hurt the market (and the next one won't be better), and how confirmation bias is ruining the world — great piece written by KCP Group called "Racehorses and Psychopaths".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 skippydoogles@gmail.com.

    My AI Juice Is Worth Your Squeeze

    Play Episode Listen Later Jun 10, 2024 38:22


    Jensanity has hit new heights with Jensen Huang signing body parts over in Taiwan. Walkthrough of how to make good money in side hustles. Skippy covers a WSJ piece on how AI losing its fizzle. The episode wraps with a convo about the state of leveraged finance and a no good, terrible, bad advertising campaign.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 skippydoogles@gmail.com.

    Get Your 10 Year Old to the Ballot Box

    Play Episode Listen Later Jun 3, 2024 35:09


    Premium subscribers get a couple hot stock research recommendations to kick it off. Doogles tackles listener mail that covers the book The Fourth Turning. Skippy laughs some more at Google AI and Salesforces' inability to use its own product. The episode wraps discussing the results of a YouGov survey about people's favorite decades.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 skippydoogles@gmail.com.

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

    Play Episode Listen Later May 27, 2024 43:30


    Listener mail hits on the controversial topic of Fama and French's data set shifting. Skippy goes off about supposed ridiculousness coming from Google's AI results. The episode wraps with a thought experiment comparing the cost of living in an all inclusive resort vs. living in "Middle America."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 skippydoogles@gmail.com.

    Google Has Gone Full Hooli

    Play Episode Listen Later May 20, 2024 44:03


    Kicks off with listener mail about the multi-level-marketing shenanigans of IM Academy. Skippy teases Doogles about a winning pitch on shorting Pool Corp. Skippy plays with ChatGPT 4-o as his new financial analyst. Doogles covers an op-ed on taxing billionaires. The episode wraps with a quick hit on the failure of Red Lobster.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 skippydoogles@gmail.com.

    Chocolate's Called Liquid Gold For a Reason

    Play Episode Listen Later May 13, 2024 52:12


    Skippy honors the legacy of Jim Simons' legendary returns. Doogles covers people's inaccurate view of fairness. Skippy won't stop ranting about tech companies' capital expenditures. Doogles gives highlights from a recent financial literacy survey. The episode wraps with Howard Marks on debt and Doogles' most recent stance on Twilio.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 skippydoogles@gmail.com.

    Skippy & Doogles Go To NewBraska

    Play Episode Listen Later May 6, 2024 40:19


    Skippy and Doogles TAKE OVER (but not really) the Berkshire Hathaway annual shareholders meeting in Omaha. We give you the run down on the dilly as it were.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 skippydoogles@gmail.com.

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