Shows
Buffetting with Kass and MitchWe Sold Our Bond Shorts! Our bet on higher oil prices and Twitter Q&AA massive catch-up podcast after a crazy busy 3 months. In this episode we cover:- Inflation- How we decided to sell our bond short- How the economics of our business is evolving- The potential supply demand imbalances in the oil market- Where we think interest rates are going as well as probably scaring the crap out of anyone with a variable rate mortgageFor more content you can find us on the links below:Twitter: @mitch_dol @kassia_dol...2022-09-3052 min
Buffetting with Kass and MitchStaying Zen During Market MadnessApologies for poor sound quality for the first 7min (the dishwasher was on). This episode we talk about:Kass' 2 month investing breakSteps taken to control information sourcesPowell's 75 basis pointsInflation's future path based on historyMicro Strategies crazy strategyReal underlying causes of inflation Potentially shorting the housing market through. Aussie banksStaying calm, rational and happy as an investorFor more content you can find us on the links below:Twitter: @mitch_dol2022-06-1741 min
Buffetting with Kass and MitchHODL'ing Our Inflation Hedge & Whats Wrong With Our SpeciesA relaxed late night podcast one month after the onset of a war that almost made us sell our shorts. We discuss our reaction to Russia invading Ukraine, what it has meant for our inflation hedge, the recent moves in the bond market and a few thoughts on human nature and why everyone seems so grumpy.All our content you can be found here:linktr.ee/mitchandkassAlways remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all...2022-03-2839 min
Buffetting with Kass and MitchInflation Hedge Maintenance - Our Bond Big Short Thesis ExplainedNo sense in having a good hedge unless you're going to look after it. In this episode we discuss updates on the state of inflation in the U.S, updates to our bond short, the flaws we see with the yield inversion argument and the threat of recession. Bit of a heavy one, so we've lightened it up with a hint of cannabis at the end. We hope you enjoy the chat.For more content you can find us on the links below:Twitter:@mitch_dol@kassia_dolYoutube: "...2022-02-1639 min
Buffetting with Kass and MitchWe've Changed Our ShortsHappy New Year Buffett Nerds! We've started 2022 by transitioning our bond short over to a new Bond ETF which we think makes more sense, and in this episode we discuss why. Plus some updated thoughts on inflation and the Fed movements. Unfortunately this was recorded before the release of the Fed minutes, so keep that in mind.For more content you can find us on the links below:Twitter: @mitch_dol@kassia_dolYoutube: "Buffetting with Kass & Mitch"FB/Insta: 2022-01-0630 min
Buffetting with Kass and MitchThat 70's Inflation ShowIt caused inner city pressure for Marvin Gaye and gave BB King the inflation blues but the question we’re all wondering is what is it? Where does it come from? And what sort of medicine may be required to treat this worldwide economic disease? We talk about why we’re so worried about it and what you can do to protect your portfolio.For more content you can find us on the links below:Twitter: @mitch_dol @kassia_dolYoutube: "Buffetting with Kass & Mitch"2021-12-1358 min
Buffetting with Kass and MitchWe're Back Baby! (what we've been doing for the past 3 months)In todays episode we cover all your basics - Alibaba, Uranium, gorilla oral sex, Bitcoin, John Hempton, portfolio attention, the history of our species, weed, Ray Dalio, socialism, the Hudza tribe, Zen and the art of motorcycle maintenance and veganism.We really hope you enjoy the discussion. For more content you can find us on the links below:Twitter: @mitch_dol @kassia_dolYoutube: "Buffetting with Kass & Mitch"FB/Insta: @buffettingkassmitchWe are not your financial advisors and none of our content should be used as investment advice. We...2021-09-2700 min
Buffetting with Kass and MitchWTF is an NFT?Are you a HODL'er with FOMO on NFT's? The fact that Buffett and Munger wouldn't have a clue what that sentence means should tell you everything you need to know. But either way, this is the world we live in now and so this episode we're starting with a discussion around what non-fungible tokens (NFT's) actually are and why you should probably continue to ignore them. Just to be totally clear, we do not HODL or have FOMO.What is an NFT, and can you make a serious investment case for them? (1-5min)Real...2021-06-1738 min
Buffetting with Kass and MitchCentralised Vs Decentralised - Is Bitcoin a Solution in Search of a Problem?This weeks conversation takes a scenic tour into the wonderful world of financial philosophy and behavioural investing:Soros and Druckenmiller's Alchemy of Finance - "Reflexivity" (1-10min)The ethos behind Bitcoin/crypto against a backdrop of humanity and our financial system (10-20min)The real cause and catalyst for the US housing market crash - "Moral Hazard" (20-28min)The real problems in our financial system - "Skin in the Game" (28-31min)Is there a practical real world future for Crypto (31-36min)"Kass' Conspiracy Corner"...2021-06-1741 min
Buffetting with Kass and MitchAre we in a meme-stock crypto bubble & what can we do about it? Plus some thoughts on the overlap of religion and investing...Gaming nerds are duelling hedge funds on the stock market battlefield. Everyone’s mother knows what a SPAC is. Stocks are now called Stonks and they can only go up. Friends you’ve once bored with investing talk are now calling you with their hot stock tips of the week. Spiffy pops are a daily occurrence and intelligent value investing is apparently dead. Is this whole new world of Bizarre here to stay, or could this time really be different? We're going to go out on a limb here and suggest that in reality, what we’re actually experiencing is the...2021-05-3141 min
Buffetting with Kass and MitchPotential 100 Bagger Could Soon Be Trading At A Discount To Book - EOS.AXThis episode we deep dive into a single stock - Elecro Optic Systems (Ticker: EOS.AX). This one is definitely for serious investors looking for opportunities to allocate capital. We held EOS as 5% of our portfolio prior to the analysis, and have just increased our position to 11% following. We think this company has the potential to be worth multiples of the current share price ($3.92 at 21 May 2021). The PDF presentation can be found by clicking through to our socials.We really hope you find this information helpful, and welcome anyone reaching out to us if you'd like to...2021-05-2144 min
Buffetting with Kass and MitchOur Reality of Investing as a CoupleEver wondered what it would be like to invest with your partner? To share user access to your portfolio? In this episode we share our honest review of co-parenting a portfolio together as a husband and wife team, and Mitch shares his experience moving from a batchelor to nesting together. Some topics covered:- Working with our personal strengths and weaknesses- Base principles and ground rules- Positives and negatives moving from solo investor to team- How we make final decisions- How to get your partner...2021-05-0840 min
Buffetting with Kass and MitchWhat we learned shorting the Covid CrashIn this episode, we discuss our experience during the Covid crash, before during and after. What we did right, what we did wrong and the biggest lessons we learned.We really hope you enjoy the discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. For more content you can find us on the links below:Twitter:@mitch_dol @kassia_dolYoutube:"Buffetting with Kass & Mitch"FB/Insta:@buffettingkassmitchAlways remember - We are...2021-05-0729 min
Buffetting with Kass and MitchBack to Fundamentals - Our Investing ApproachWelcome to the first episode of Buffetting with Kass and Mitch. Whether you are just starting out on your investing journey or are a fellow Buffett and Munger nerd looking for interesting topics and honest discussions, then this podcast might float your boat...in a great moat! (yes we are dorks)In this episode, we discuss the basis of how we invest our capital in the stock market, including some ground rules and principles we live by. With traditional value investing as our framework we touch on:- Retail investors in today's market...2021-05-0749 min