Warren & Charlie on Investing

Warren Buffett & Charlie Munger: 100 Years of Financial Wisdom in 4 Hour

Play Episode Listen Later Aug 4, 2024 239:34

A long collection of wisdom from Warren Buffett and Charlie Munger

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Warren Buffett: Why Berkshire are selling their position in Apple

Play Episode Listen Later Aug 4, 2024 9:35

Berkshire Hathaway have reduced their stake in Apple by 50% as of Q2 2024. Listen to understand Buffett reasoning.

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A conversation with Howard Marks and Stephen Schwarzman

Play Episode Listen Later Jul 23, 2024 60:24

Howard Marks, co-founder of Oaktree Capital Management, and Stephen Schwarzman, CEO of Blackstone, share their insights on investing, market trends, and the future of finance. Gain valuable perspectives from these industry leaders as they discuss their strategies and experiences in navigating the complexities of the financial world.

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Interview with Warren Buffet, Todd Combs & Ted Weschler [2014]

Play Episode Listen Later Jul 21, 2024 95:40

In this 2014 interview, Warren Buffett discusses his perspective on macroeconomic trends, current economic conditions, and his unique investing style. As the CEO of Berkshire Hathaway, Buffett shares his wisdom on how he navigates the complexities of the market while maintaining a focus on fundamental analysis and long-term value. Later in the interview, Buffett is joined by Todd Combs and Ted Weschler, his trusted investment managers at Berkshire Hathaway. Together, they delve into their collaborative approach, offering a rare glimpse into the strategies that drive Berkshire's continued success.

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Ray Dalio's Views of The Five Big Forces Shaping 2024

Play Episode Listen Later Jul 14, 2024 43:41

Ray Dalio revisits their five big forces framework, discussing recent developments in markets, economies, and geopolitics. They analyze each force—economic conditions and debt, the 2024 US election, geopolitical conflicts, climate change, and AI's potential—highlighting their interconnections and future implications. Topics: Economic Conditions & Debt - Fed easing and portfolio strategies. Internal Order - 2024 US presidential election insights. Geopolitics - Conflicts and China's role. Climate Change - Economic impacts. AI - Transformative potential.

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Cliff Asness thoughts on the current market climate [2024]

Play Episode Listen Later Jul 7, 2024 22:23

Join Cliff Asness, Founder and CIO of AQR Capital Management, as he discusses how AQR is thriving in volatile markets and the transformative changes the quant firm has undergone over the past decade.

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Interview with Warren Buffett from the 1980s

Play Episode Listen Later Jul 1, 2024 26:52

This interview is from the 1980s and has legendary value investor Warren Buffett describing his investment style and how Buffett analyses a stock

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Conversation with Charlie Munger: Investing, Life, Learning, Success and much more

Play Episode Listen Later Jun 29, 2024 100:04

A talk from 2008 with Charlie Munger at CalTech.

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Ray Dalio: Principles for Dealing with the Changing World Order | In-Depth Analysis [2024]

Play Episode Listen Later Jun 27, 2024 28:09

Join us for an exclusive talk with legendary investor and bestselling author Ray Dalio as he delves into his groundbreaking book, "Principles for Dealing with the Changing World Order." Ray shares his insights on the dynamic shifts in global power, economic cycles, and the factors that influence the rise and fall of nations. Discover the historical patterns that repeat themselves and learn how to navigate these turbulent times with Ray's practical principles and strategies.

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Ray Dalio: Navigating the Future | Investing | Politics | Leadership | Economy

Play Episode Listen Later Jun 25, 2024 41:31

An enlightening discussion with legendary global macro investor Ray Dalio, CEO of the Milken Institute Richard Ditizio, and Milken Institute Asia Center Director Amos Garcia as they share their perspectives from the 10th Asia Summit 2023. In this episode, we explore the evolution of the financial landscape, the intersection of technology and health innovation, and the ongoing quest for global peace and stability. Discover how these leaders envision addressing the challenges of increasing inequality, environmental protection, and preventing future pandemics. Tune in for valuable insights and strategies from some of the most influential minds in finance and public policy. #RayDalio #RichardDitizio #AmosGarcia #AsiaSummit2023 #Finance #GlobalEconomy #HealthInnovation #Digitalization #Sustainability #PublicPolicy #Podcast #InvestmentStrategies #EconomicPolicy #FinancialTechnology

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Howard Marks: Mastering the market cycle

Play Episode Listen Later Jun 23, 2024 23:57

In this episode, Marks delves into the financial wisdom and his acclaimed book, "Mastering the Market Cycle." Discover how to navigate the complexities of market cycles, make informed investment decisions, and capitalize on economic trends. Join us as we break down key insights, strategies, and principles that have made Howard Marks a renowned name in the world of finance. Whether you're a seasoned investor or just starting, this episode is packed with actionable advice to help you master the art of market timing and achieve financial success. Tune in now!

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Warren Buffett on his investment strategy for navegating the stock market

Play Episode Listen Later Jun 8, 2024 59:29

Interview from 2019

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Berkshire Hathaway Annual Meeting 2024 - Full Meeting

Play Episode Listen Later May 5, 2024 291:59

Berkshire Hathaway Annual Meeting 2024

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A conversation with Warren Buffett

Play Episode Listen Later Apr 28, 2024 34:20

A conversation with Warren Buffett from 2015

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Peter Lynch: Secrets to 29.2% annulized returns over 13 Years

Play Episode Listen Later Apr 23, 2024 19:36

Peter Lynch talks about how he was able to manage to return 29,2% annualized for 13 years. Beating the stock market by a mile. Interview from 1993

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Ray Dalio: What I have learned from a long career in the investing industry

Play Episode Listen Later Apr 21, 2024 60:15

A fireside chat hosted by Columbia Business School's Finance Division from 2024

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Bill Ackman: How to invest in the stock market

Play Episode Listen Later Apr 20, 2024 13:00

Bill Ackman interview from 2024

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Stanley Druckenmiller: Investing, Inflation, Macro, Bitcoin, The Fed

Play Episode Listen Later Apr 16, 2024 66:45

Stanley Druckenmiller talk from 2022 with John Collison from Stripe

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Michael Burry: How he shorted the stock market during the Great Financial Crisis

Play Episode Listen Later Apr 14, 2024 31:12

Michael Burry talks about how he shorted the market and found out that the stock market was a bubble.

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Warren Buffett: Coca-Cola vs Pepsi

Play Episode Listen Later Apr 8, 2024 7:46

Warren Buffett . Clip is from the 2002 Berkshire Hathaway annual meeting

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Buffett & Munger: Fraud, EBITDA and Cash-Flow

Play Episode Listen Later Apr 7, 2024 7:58

Warren Buffett & Charlie Munger. Clip is from the 2002 Berkshire Hathaway annual meeting

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Howard Marks: A Sea Change | The end of Easy Money

Play Episode Listen Later Apr 6, 2024 54:09

Howard Marks talk from 2024

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Warren Buffett: when to buy index funds

Play Episode Listen Later Apr 5, 2024 6:19

Warren Buffett & Charlie Munger. Clip is from the 2001 Berkshire Hathaway annual meeting

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Warren Buffett: When to sell a stock?

Play Episode Listen Later Apr 4, 2024 4:55

Warren Buffett & Charlie Munger. Clip is from the 2001 Berkshire Hathaway annual meeting

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Charlie Munger: 18 Rules for a Successful Life

Play Episode Listen Later Apr 2, 2024 35:10

In a commencement speech, Charlie Munger shares his deep wisdom and knowledge about life and talks about 18 rules he has for living a good life. 00:00 - Intro 00:43 - Deserve what you want 02:45 - Admiration-based love 03:32 - Wisdom acquisition is a moral duty 06:12 - Learn the method of learning 08:39 - Learn the big disciplines 12:34 - Become multidisciplinary 14:07 - Invert, always invert 15:56 - Avoid ideology 18:28 - Avoid self-serving bias 19:17 - Don't self-pity 22:40 - Avoid perverse incentives 23:25 - Avoid perverse associations 24:21 - Objectivity maintenance 25:12 - Non-egality 29:22 - Have assiduity 30:34 - Show resilience 31:45 - Anticipate trouble 33:57 - Be trustworthy