Shows
Skippy and Doogles Talk InvestingDoogles Jumps the SharkSkippy 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.
2024-11-1839 minSkippy and Doogles Talk InvestingWhy’d You Have to Go And Make Things So Concentrated?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...
2024-06-2454 minSkippy and Doogles Talk Investing[Replay] Your Consumerism is Killing MeThis 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 co...
2024-06-1743 minSkippy and Doogles Talk InvestingGoogle Has Gone Full HooliKicks 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.
2024-05-2044 minSkippy and Doogles Talk InvestingChocolate’s Called Liquid Gold For a ReasonSkippy 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.
2024-05-1352 minSkippy and Doogles Talk InvestingSkippy & Doogles Go To NewBraskaSkippy 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.
2024-05-0640 minSkippy and Doogles Talk InvestingDebt La Soul is DeadDoogles gets nostalgic about the Domino's 30 minute delivery guarantee. Skippy spits wisdom about debt and money from the book Letters to My Son. Doogles continues the debt train talking about home mortgages and credit card charge offs. The episode wraps discussing how to comprehend compounding, and the state of Chinese real estate.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.
2024-04-2944 minSkippy and Doogles Talk InvestingPretty Ricky’s What They Call HimSkippy talks about how Americans throw away $68 million in change per year. He then gives out a research recommendation of an American utility. Doogles walks through a New York Times piece claiming that the boom and bust cycle is dead. Doogles finally finished the book Same as Ever and talks through the highlights. The episode wraps discussing the headache that is taxes 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...
2024-04-2256 minSkippy and Doogles Talk InvestingAbsolutely Never Always Use AbsolutesSkippy and Doogles are amazed at DJT's ability to have no business and all the valuation. Skippy picks a fight over the investing book A Simple Path to Wealth. Doogles covers a tweet about joining Nvidia as a new grad in 2013. The episode wraps talking about Michael Saylor selling Microstrategy to buy bitcoin and an interview with Aswath Damodaran.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.
2024-04-0144 minSkippy and Doogles Talk Investing[Replay] The Market Has the Mouth of a SaylorThis is a replay of episode 77 from 2022.Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin. Skippy brings up a recent interview with Stan Druckenmiller from the Sohn Conference (awesome interview!). The episode wraps with some top notch listener mail — how does Skippy think about companies with debt, and whether bear markets are getting shorter.Join the Sk...
2024-03-251h 09Skippy and Doogles Talk InvestingSix of One and 4000 Billion of the OtherDoogles talks through the most wealth destroying funds of the past decade. Skippy highlights the top 10 highest rated investment books. Doogles continues doom and gloom with the current level of non-mortgage interest payments in the US. The episode wraps with the best and worst capital efficient industries and the state of the Indian options 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.
2024-03-1839 minSkippy and Doogles Talk InvestingI Like to Be In America! For a Small Fee in America!Doogles celebrates that the Japanese stock market is back to all time highs. Skippy rains on the parade by comparing Japan in the late 80s to big tech in the US today. Skippy walks through the price of the American dream according to Investopedia. Doogles talks process improvement, iBond redemption and hard to pronounce company names. The episode wraps with insider trading by the husband of a BP employee.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...
2024-02-2641 minSkippy and Doogles Talk InvestingETF Yields So Hiiiiiiiiigh, High Above MeDoogles covers listener mail on how Dave Ramsey is losing the under 40 crowd. Then he follows Jason Zweig's advice to watch out for covered call ETFs with supposedly high distribution yields. Skippy recaps three bets: Nvidia valuation, Meta, and Kohl's. Doogles shuns an Airbnb arbitrage scheme. The episode wraps with how Americans are feeling alone, the Buzz ETF coming to roost, and Lyft earnings.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.
2024-02-1942 minSkippy and Doogles Talk InvestingChoke the Woke, End Up BrokeDoogles tries the find the bottom of the Chinese stock market. Skippy wonders if the current model for the NCAA is about to end. Loud budgeting might be a friendship saver. Doogles doesn't understand whey there is proposed investor ESG regulation. The episode wraps with a $25 million deep fake fraud scam in Hong Kong.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.
2024-02-1236 minSkippy and Doogles Talk InvestingDat Money Be GoneSkippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. Skippy pours one out for Nick Saban, who retired last week. The episode wraps discussing the "quant winter" and Cliff Asness, and a shout out to Howard Marks' latest memo.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.
2024-01-1538 minSkippy and Doogles Talk InvestingRunning 5Ks Does Not An Investor Make [2023 Episode Compilation]For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Doogles) and this year's stock picks.For all our other valued listeners, we have a compilation of some your favorite hits from last year — Tim Ferriss asks Warren and Charlie a question, a CEO values his time way too highly, Jokic doesn't care about basketball, and life lessons. Enjoy!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...
2024-01-0846 minSkippy and Doogles Talk InvestingBird Bird Bird, the Bird Ain’t the WordDoogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the Vail vs. Alterra US skiing duopoly. Skippy hates on wasteful spending at universities, focusing on Auburn. The episode wraps with the sad and epic tale of Bird scooters.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.
2024-01-0143 minSkippy and Doogles Talk InvestingRich Elon, Poor ElonDoogles kicks off with listener mail on a playful strategy of buying the dip on anti-wokism. He then covers a piece on Elon Musk's financial troubles. Skippy discusses the complexity of making sports stadiums into economic development areas. Doogles talks signs that it's not time for a recessions. The episode wraps with Gen Z's favorite fashion brands, doomsayers, and a layout of US companies' geographic and income targeting.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...
2023-12-1850 minSkippy and Doogles Talk InvestingAll You Can Eat Debt BuffetDoogles walks through the economics of all you can eat buffets. Skippy drops a few more Charlie Munger quotes and discusses the recent interview between him and the Collisons. Doogles is impressed with the results from the largest universal basic income experiment. The episode wraps talking about the current state of corporate 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.
2023-12-1137 minSkippy and Doogles Talk InvestingFeeling That Munger HungerRIP to Charlie Munger. Doogles gives a PSA on the DJ Envy real estate debacle, and paying attention to what celebrities are pitching. Skippy hits on how stocks crushed in November. Doogles talks correlation between when people come of age and their percentage equity allocation. The episode wraps with Mark Cuban's gangsta move on selling the Mavs.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.
2023-12-0435 minSkippy and Doogles Talk InvestingJunk Bonds Got the Yields to Make Your Booty Go SmackIt's Black Friday at retailers, and at the Skippy and Doogles podcast. Check out our premium deals. Nvidia releases blow your mind earnings (again). Skippy lays out some stock research recommendations. Doogles tells a story from Gretchen Morgensen's book The Plunderers about private equity. The episode wraps with a Morgan Housel piece called the Full Reset and a FINRA marketing proposal that likely won't work.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...
2023-11-2745 minSkippy and Doogles Talk InvestingI Do Not Like It Sam I AmSkippy and Doogles try to find the logic of Sam Altman’s boot from OpenAI. Doogles enjoys a Kayla Scanlon piece on the perception of the economy. Skippy hits on a couple points from Morgan Housel’s latest book. Doogles talks inheritance and inequality. The episode wraps with a quiz on real estate, a nice take on Goldman Sachs and how much you should be taking out of your retirement each year.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 com...
2023-11-201h 00Skippy and Doogles Talk InvestingYe And His Adidas Do the Illest ThingsSkippy calls the SBF trial boring. Doogles lays parallels between Adidas, Kanye West, and the stock market. A CEO is upset that his buybacks aren't increasing his stock price. Doogles highlights recent Charlie Munger interviews. The episode wraps with WeWork, investing and the economy, and Stanley Druckenmiller calling out Janet Yellen.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.
2023-11-0643 minSkippy and Doogles Talk InvestingFree Will(y)Skippy rips Doogles on his Twilio position. Doogles covers a recent Wall Street Journal article about mini-millionaires. Skippy discusses the existence of free will according to Stanford professor Robert Sapolsky. Doogles continues his tirade on the state of the American consumer. The episode wraps with Twitter losing authenticity, life lessons and Jamie Dimon selling shares.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.
2023-10-3054 minSkippy and Doogles Talk InvestingImpendio InfinitusDoogles continues his tirade on company spending after reading a Wall Street Journal piece on US consumers acting like there's no tomorrow. Skippy talks Amazon's (alleged) price raising algorithm. Doogles loves a recent Noah Smith post about not falling victim to viral charts. The episode wraps with a book report from Skippy on Michael Lewis' new book Going Infinite.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.
2023-10-0945 minSkippy and Doogles Talk InvestingFor the Love of the Fat BearsSkippy and Doogles answer listener mail about some individual stock listener mail. Doogles hits on the difference between inflation rate and price levels. Skippy sees consumer credit card debt continue to rise. Doogles covers a JP Morgan piece on keeping investments simple. Skippy closes the loop on Dave Ramsey's beating the S&P 500 claim. The episode wraps with why selling is hard.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.
2023-10-0246 minSkippy and Doogles Talk InvestingGovernment Does Itself No FavorsSkippy has a bone to pick with Dave Ramsey. Doogles walks through an awesome talk that Bill Gurley gave at the All In conference. Skippy is amazed and encouraged by how much Singapore pays its government officials. Doogles sees danger in American's distrust of data and the state of the economy. The episode wraps with a paper about historical inflation shocks.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.
2023-09-2543 minSkippy and Doogles Talk InvestingWould a Stock Without a Dividend Earn As Sweet?Doogles takes guidance from Mr. Money Mustache on what to do with your money in this "high interest rate" environment. Skippy schools in the difference between price only and dividend-inclusive returns. Doogles pulls out some investing lessons learned from New Found Research. The episode wraps with Skippy laughing at startup projections (including Starlink's) and a tweet on the difference between lifestyles in the US and Spain.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...
2023-09-1842 minSkippy and Doogles Talk InvestingIndebted and FrettedDoogles is bewildered by a New York Times piece on the impact of college degrees on the wealth premium. Skippy sees more evidence of sophisticated ETFs using leverage, and wonders if that's smart or a sign of the times. Doogles has a car-filled double whammy — cars are more expensive and more invasive. The episode wraps with more executive sales of Nvidia stock.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.
2023-09-1139 minSkippy and Doogles Talk InvestingGetting My Stock Tips At Auntie Anne’sSkippy spits knowledge on Nike shoe margins. Doogles tackles listener mail about mean reversion. Skippy has quick hits on Tesla price cuts and Nvidia price gains. Doogles is in awe of Li Lu's guest lecture at Columbia Business School from 2006. The episode wraps with pretzel fraud, Nick Maguilli's redemption, consumer credit and a 'what if' on interest rates.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.
2023-09-0453 minSkippy and Doogles Talk InvestingSPAC’d In the Face With RealityChamath gets called out (again) for the poor performance of his SPAC empire. Doogles discusses a blog post about KPI psychosis. Skippy hits on market forces and the US minimum wage. Doogles wraps the episode with a controversial discussion on mean reversion.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.
2023-08-2839 minSkippy and Doogles Talk InvestingA Mighty Big Bite of the AppleDoogles highlights an Axios piece on how America might be losing its hustle. Skippy questions Berkshire Hathaway holding such a large position in Apple. Doogles pushes back hard on Nick Maggiuilli's take on income as a predictor of wealth. Skippy gives an update on Investment GPT's performance. The episode wraps with some gems from a 2006 interview with Bill Miller and a take on high yield stock performance. 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...
2023-08-1450 minSkippy and Doogles Talk InvestingRetire? I Don’t Even Know Her!Doogles talks about Americans' retirement readiness (spoiler alert: they're not ready). Skippy recaps some points from the Bill Perkins book Die With Zero. The Yellow Trucking logo debate continues. Doogles hits on a recent David Einhorn interview about value investing and parlays that into an analysis on the accuracy of guru market predictions. The episode wraps with Ben Carlson's article on the lack of importance of one year returns and the demise of another shopping mall.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes...
2023-08-0746 minSkippy and Doogles Talk InvestingSeeing the World Through Yellow Colored GlassesSkippy drops knowledge about running a rental car business in Dubai. Yellow trucking is going bankrupt after 99 years. Doogles covers a Collab Fund piece on cyclicality. US car prices have shot up, a potential sign that a soft landing may not happen. Doogles talks Japanese demographics. The episode wraps talking about Mbappe's $1b offer from the Saudi Arabian football club and US higher education elite college admissions by income.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...
2023-07-3144 minSkippy and Doogles Talk InvestingTayTay DayThis is a premium episode week, so our public episode is short. If you want to become a premium subscriber, head over and join the Skippy and Doogles fan club.On the premium episode, Skippy and Doogles discuss recent investment news, and then tackle ways to increase yours savings rates and specific stocks that are hitting their radars — research recommendations!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.
2023-07-1705 minSkippy and Doogles Talk InvestingWhen Puts Comes to ShoveCasa Bonita is back in Colorado! Apollo's CEO says there's no alpha in the market. Skippy's Dave Ramsey disappointments continue. Doogles doesn't like Vegas changing the gambling odds. Skippy celebrates Messi coming to the US. Doogles compares Brandon Marsh's controlled aggression in baseball to good investing practices. The episode wraps with Skippy's decision on betting against Nvidia, and a great post by Nick Maggiulli on being rich and desperate.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...
2023-06-1247 minSkippy and Doogles Talk InvestingScurry Burry Investing Up a FlurryOn a quest for ridiculous things, Skippy hits on Michael Burry's portfolio and Nvidia's current valuation. Doogles is still interested in Japanese stocks. Skippy shakes his head at people throwing their money at the ChatGPT Portfolio. Doogles is saddened by the state of financial literacy in the US, backed by a recent research paper. The episode wraps with an overview of GMO's latest piece, and a homage to Sam Zell.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...
2023-05-2243 minSkippy and Doogles Talk InvestingMungermania LVIIISkippy ponders what we choose to measure and what we don't — centered around the NFL teams' varying travel schedules. Then he discusses Stan Druckenmiller's recent USC doom and gloom speech. Doogles fanboys over parts of the Berkshire Hathaway annual meeting. Skippy hits Doogles-inspired hot buttons: Robinhood, Twilio, and Cathie Wood. The episode wraps with a quick take on Propublica's recent piece on 'We Buy Ugly Houses'.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@gm...
2023-05-1554 minSkippy and Doogles Talk InvestingNo Pain, No PremiumDoogles marvels at how AI is changing...meaning Allen Iverson to Artificial Intelligence. Skippy takes the Warren Buffett challenge. Doogles walks through a recent AQR report on international diversification. Skippy can't believe that UC schools students are fighting to live on camp sites with current lack of affordability. The episode wraps with people being more worried about bank safety now than in 2008, and Chegg's stock hit on ChatGPT fears. 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...
2023-05-0852 minSkippy and Doogles Talk InvestingOne Way Ticket Out of Pity CityAnother CEO video, another foot in mouth — this time by the CEO of MillerKnoll. Doogles is impressed with Taylor Swift's financial savvy. Skippy is upset about the Tesla price drops, and then hits on a Conference Board report on economic leading indicators. Doogles talks through a software developers take on the impact of ChatGPT. The episode wraps with someone's ridiculous valuation of their own time, and an Atlantic article on the Myth of the Broke Millennial.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on...
2023-04-2450 minSkippy and Doogles Talk InvestingTurning Kohl's Into DiamondsSkippy kicks things off with two deep thoughts style quotes. Doogles uses the recent Warren Buffett interview with CNBC to quiz Skippy. Then they go into a series of quick hits on Jim Simons, staying invested, labor participation, Kohl's, Cathie Wood and more! The episode wraps with Doogles spitting a hot, and likely wrong, take on inflation.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.
2023-04-1743 minSkippy and Doogles Talk InvestingNo Work And All Play Makes Jack A Dull BoyTech workers are saying that the main thing they don't do is...work. Doogles walks through Jason Zweig's seven traits of great investors. Skippy continues to watch the real estate market head toward bad. Doogles mocks active manager performance. The episode wraps with Skippy's amazement at Alan Greenberg's commitment to saving money for Bear Sterns in the 1980s.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.
2023-04-1038 minSkippy and Doogles Talk InvestingStay In Your Lane, Liam NeesonsDoogles is concerned that Americans fear for the worst. Skippy likes free markets, so questions the new Los Angeles "mansion tax." Doogles gets amped about executives trading the stocks of their competitors. Skippy reviews an article about the spending and investments of people with less than $1 million at retirement. The episode wraps with nonsense interest rate expectations and a fraud score created by some smart academics.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...
2023-03-2744 minSkippy and Doogles Talk InvestingYou Down Wit SVB? Yeah FDIC!Doogles thinks the world has gone too far with the new "body doubling" trend of watching other people work online. Skippy highlights how dividend investing during inflationary periods has historically paid...well, dividends. Doogles loves Bill Ackman's Covid trio investing homeruns. Skippy covers a great post about debating whether housing should be viewed as an investment. Then, what the people really want — what the heck happened with Silicon Valley Bank?? The episode wraps with a quick hit on betting on the WWE.Join the Skippy and Doogles fan club. You can also get more details about the sh...
2023-03-1356 minSkippy and Doogles Talk InvestingAmerica’s Got 99% Problems And Housing Is OneDoogles nerds out on a Todd Combs interview from the 2022 Graham and Dodd breakfast, looking at how Warren Buffett, Charlie Munger and Todd Combs analyze companies. Skippy highlights the fact that housing in America is historically unaffordable. Doogles shows that most goods and services that people need are also historically unaffordable. The episode wraps with quick hits on InvestmentGPT, whether it's time to buy bonds and the nonsense that is WeWork.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...
2023-03-0642 minSkippy and Doogles Talk InvestingFees, Sir, I Want Some MoreSkippy is appalled at Edward Jones' investment fees. Doogles finds Tim Ferriss' question asking at the 2008 Berkshire Hathaway meeting adorable. Skippy falls out of his chair at the number of developers working on Bitcoin's core. Doogles highlights a Twitter thread about A16Z. The episode wraps with the Airbnb bubble, AQR's 2022 performance and listener mail about climate change and Coinbase.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.
2023-02-2752 minSkippy and Doogles Talk InvestingMunger Don’t Care About You Or Anything That You DoDoogles uses Winnie the Pooh's new horror film to spark a debate about "iconic copyrights". Skippy honors Charlie Munger's most recent curmudgeonry. Doogles explores a recent New York Times piece exploring an off the wall Bing AI experience. The episode wraps talking about stock buybacks and the dominance of the NFL.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.
2023-02-2047 minSkippy and Doogles Talk InvestingJohnny Needs a Fast CarSkippy asks whether executive compensation, and humans' need for more, has gone too far. Doogles highlights a post from Investment Talk that walks through value investor Seth Klarman's 20 lessons from the Great Financial Crisis of 2008. Skippy talks about the book The Wealthy Barber, which Doogles finally read. Doogles walks through Greenlight Capital's most recent investor letter. The episode wraps discussing how US consumers are hurting, the current take on Meta's stock, and a research report analyzing the correlation of perceived penis size to wanting to buy expensive sports cars.Join the Skippy and Doogles fan club. You...
2023-02-0653 minSkippy and Doogles Talk InvestingSimply the Best, Worse Than All the RestSkippy lays out who wins and loses in the rewards credit cards game. Doogles pleads for the Belfer family to stop investing. The Anti-Jim Cramer Twitter account is on fire these days. Doogles walks through a study of active fund managers, and their views on the active vs. passive debate. Skippy wraps the episode discussing Bill Gurley's recent guest appearance on the Tim Ferriss Show podcast.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...
2023-01-3040 minSkippy and Doogles Talk InvestingFantastical Rates and Where to Find ThemDoogles agrees that tech needs to stop doing stupid stuff that lead to people being laid off. Skippy is scared for the real estate market. Bill Gurley puts out tweets telling startup employees that it's time to get to work. Skippy accidentally joins meme stock mania after Ryan Cohen buys Alibaba stock. Doogles gets nerdy, covering a research paper with stock charts usually not seen. The episode wraps with a quick hit on Schiller CAPE and smart ways to manage excess cash.Join the Skippy and Doogles fan club. You can also get more details about the...
2023-01-2351 minSkippy and Doogles Talk InvestingI Left My Wallet in El TokyoSkippy exposes that Tesla may just be a car company, and the importance of understanding fat tails in financial markets. Doogles chronicles the lost decade in Japan. Skippy runs through the economics of public transportation. Doogles is awed by the profile of a young, spry Warren Buffett. The episode wraps with quick hits on Microsoft's potential investment in OpenAI and the constant oversharing by FTX's Sam Bankman-Fried.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...
2023-01-1656 minSkippy and Doogles Talk InvestingOffice Space is a Comedy, Not a Blueprint [2022 Episode Compilation]For "I Roll With Skippy & Doogles" premium subscribers, we do a 2022 portfolio review and talk through our purchases for 2023 (you can sign up here).For all our other valued listeners, we touch on new topics like Skippy and Doogles guest star on the Seafarer Investor Podcast (Apple, Spotify), "rookie traders" leaving the market, Salesforce troubles and an embezzlement scheme based on the movie Office Space. And then we provide a compilation of some of the most popular clips from 2022. Enjoy!Join the Skippy and Doogles fan club. You can also get more details about the...
2023-01-0954 minSkippy and Doogles Talk InvestingClosing Out An Eggstraordinary YearDoogles is amazed at the rise in egg prices, and how the current avian flu gets no attention. Skippy points out how much people are spending on their cars. Doogles sees a coming back to Earth for SPACs and AMC's stock price. Skippy wonders how the fact that 10 year stock return predictions roughly matching treasury yields will impact investment. The episode wraps with a discussion on earnings predictions vs. stock return predictions and a couple pieces of listener mail.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles...
2023-01-0254 minSkippy and Doogles Talk InvestingBow Knows This And Bow Knows ThatSkippy covers the importance of chance and the movie It's a Wonderful Life. Doogles is McLovin the fact that FTX execs are flipping like flapjacks. Santa Clauses are making bank...and maybe this is related to home sales declines. Doogles covers Cathie Wood for one last time (maybe...). The episode wraps with talk of gift cards, gift cars, and Dogecoin vs. Coinbase.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.
2022-12-2643 minSkippy and Doogles Talk InvestingDeion Sanders Up In ChinaDoogles wonders if the White House leak of the CPI report is real. Skippy can't believe that Cathie Wood thinks that Zoom growing by 10x is the worst case scenario. Doogles covers a recent post about imitation and counter-signaling. Skippy highlights a Michael Moubassian study on capital allocation by CEOs. The episode wraps discussing performance culture at companies, covid in China, UCLA's decision to leave the Pac 12 and the power of shared accounts for married couples.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes...
2022-12-1952 minSkippy and Doogles Talk InvestingThe Pied Piper of New York CityNYC is looking for a rat czar, and Skippy might be interested. Doogles covers Fred Wilson's take on real estate and public stocks. Skippy covers the growing US vs. international stock divide. Doogles gets academic, looking at a KCP blog post on right vs left brain thinking. Blackstone's real estate shenanigans continue. The episode wraps with a convo on inverted thinking, big banks being stingy with savings, and inflation is gonna take awhile.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack...
2022-12-1246 minSkippy and Doogles Talk InvestingLittle Caesars is Dead, Long Live Little CaesarsThere's one week left in the 60% off premium sale! Skippy drops knowledge on the top food joints in America. Doogles walks through an article on how some countries are able to grow out of poverty, while others can't. Skippy tests Doogles' knowledge on industry growth during and post Covid. Listener mail covers (literally) shorting GameStop and Jim Cramer's follies. The episode wraps with a historical take on the impact of inflation on stock market valuations.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show...
2022-12-0548 minSkippy and Doogles Talk InvestingYou Gotta Spend Money to Spend MoneyIt's Episode 100! To celebrate, for 2 weeks take 60% off premium subscriptions to the show — thank you for supporting!Skippy rants about the "buy more to save more" ethos. Doogles covers Howard Marks' recent memo, What Really Matters. The UN says that India's population is now greater than China's (and China is fading quickly). Doogles runs through some graphs from a recent Animal Spirits podcast episode on the 10-year treasury, savings vs. debt, Netflix vs. Disney, and Bird Global stock. The episode wraps with a conversation about high yield convertible notes.Join the Skippy and Doogles fan cl...
2022-11-281h 00Skippy and Doogles Talk InvestingThe SEC Doesn't Regulate Poop EmojisDoogles covers recent happenings in the South Korean bond market caused by a fiasco at Legoland. Skippy heads back to FTX coverage, including its assets/liabilities and bankruptcy filing. Speaking of fraud, Elizabeth Holmes gets sentenced. Doogles highlights Elon Musk's ultimatum and the Twitter exodus. The episode wraps with some soapbox dialogue on Cathie Wood.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.
2022-11-2147 minSkippy and Doogles Talk InvestingWelcome to the Janet Jackson MarketSkippy learns that if you win the lottery, don't tell your family. Skippy and Doogles debate the Alibaba investment thesis. Doogles is way too excited about earnings season, starring Twilio and Meta. Consumer debt and CEO sentiment perpetuate negativity. The episode wraps with a discussion on the Freakonomics episode about personal finance gurus and the current state of worker productivity.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.
2022-11-0753 minSkippy and Doogles Talk InvestingWood You Mind Slowing Down?Even Taco Bell can't escape this bout of inflation. Doogles can't comprehend how the Wall Street Journal let a recent stock diversification article go to print. Skippy calls out Cathie Wood's open letter to the Fed. Doogles highlights the indirect rebuttal to Cathie Wood by the investment research firm Strategas. The episode wraps with Mark Zuckerberg's failing persistence to be the face of Meta, and two pieces of listener mail.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...
2022-10-1743 minSkippy and Doogles Talk InvestingHousing Be Beamin' While the Market's Screamin' LehmanSkippy and Doogles release a premium episode hitting on some of their recent buys (you can become premium here). Cathie Wood is back to spewing economic nonsense. Housing remains expensive. Doogles recaps a Mark Suster post on what VC will look like after the crash. Skippy hits on data showing that market sentiment is near all time lows. Doogles covers Howard Marks' recent memo and discusses forecasting. The episode wraps with Annie Duke's new book "Quit."Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes...
2022-10-0346 minSkippy and Doogles Talk InvestingPeloton is the Jim Cramer of CompaniesKyle Bass captures the market's state of affairs perfectly on Meb Faber's podcast. Skippy highlights that banks are now losing deposits. Doogles continues to fear how much debt consumers are getting into. Peloton can't make a good decision to save its company, and Patagonia makes a great decision to give away its company. Doogles shines on more Jason Zweig goodness as he writes about international stock bargains. The episode wraps with the inevitable pain that comes with the simultaneous rise in housing prices and interest rates.Join the Skippy and Doogles fan club. You can also get...
2022-09-1935 minSkippy and Doogles Talk InvestingInterest Rates Are Up…But Not For Your SavingsDoogles raises up a report by GMO calling for the fall of the "Superbubble". Skippy discusses banks, interest rates, and why big banks aren't keeping up with the rise. Doogles loves Jason Zweig's take on whether pricing power stocks are the way to go right now — exploring the 1970s are a historical case study. The episode wraps discussing the asymmetric world of book sales.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.
2022-09-1239 minSkippy and Doogles Talk InvestingIt's Not Right, And It's Not OKAMC's executives stay savvy and keep cashing out. Doogles is into Morgan Housel's "Big Beliefs" and simplification. Skippy is not surprised that folks confuse the words of Jason Zweig with Benjamin Graham. Doogles compares the art of writing with investing through Herbert Liu's blog. Skippy highlights the generational divide around "quiet quitting". The episode wraps with a convo on the gender pay gap, revenue increases due only to price increases, 401K nonsense, and the rental to buyer price ratio.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles...
2022-09-0553 minSkippy and Doogles Talk InvestingOut of the Frying Pan, Into the PrisonSkippy is fascinated with car wash roll ups. Doogles wonders why Gen Z isn't saving, but is betting big on Bed Bath & Beyond. Skippy puts out a PSA on Dan Price. Doogles highlights Michaels Burry's recent move to sell all his stocks and buy into prison company Geo Group. The episode wraps with Doogles hitting on Klarna's layoffs back in May and Skippy firing off some hot takes on the highest tipping states, the comeback of international stocks, college football's NIL rules and scary worker productivity tech.Join the Skippy and Doogles fan club. You can also...
2022-08-2256 minSkippy and Doogles Talk InvestingPlaying Hot Potato With DynamiteDoogles confuses Skippy with an Indian man that sued Indian Railways for $0.25. They review the Inflation Reduction Act. Skippy kicks off a discussion on the low reading levels across America. Doogles wraps the episode continuing the "what's the next surprise" conversation looking at current levels of corporate and consumer 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.
2022-08-1538 minSkippy and Doogles Talk InvestingThe Predictive Power of Trousers and TrainersDoogles revisits the discussion around the Fed raising interest rates all at once. Skippy raises the price to sales ratio of the recent purchase of the Denver Broncos. Michael Saylor is out as CEO of Microstrategy. Dollar stores are back in the conversations, quickly becoming the de facto grocery store for folks. Doogles discusses separating signal from noise, using a recent Farnam Street post and tips from Richard Feynman. Skippy is marveled by the UK's ability to precisely predict recessions. The episode wraps with Doogles pontification on what the next market surprise will be.Join the Skippy...
2022-08-0842 minSkippy and Doogles Talk InvestingPowell, Just Get On With It AlreadySkippy quizzes Doogles on the most beer guzzling US states. Doogles reviews topics covered in the May 2022 Sequoia Capital deck "Adapting to Endure" on the state of things. Skippy rants about Acorns, and wonders what would happen if Powell just raised rates 3% all at once. Doogles highlights investing red flags covered in the Noahpinion piece "BS in Investing". The episode wraps with a list of countries most likely to default and a heap of listener mail on Peloton, Factfulness, Celsius and Stripe.Join the Skippy and Doogles fan club. You can also get more details about the...
2022-07-1859 minSkippy and Doogles Talk InvestingPost Malone Saves the MetaversePost Malone gives Doogles more confidence in the metaverse. Skippy recaps the book "Nickel and Dimed" in a convo about news deserts and socioeconomics. Doogles isn't happy that the crypto crash looks like it's hurting black wealth. Millennials are doing just fine, but are scared about their financial futures. In a hopeful reprieve, some evidence that recent generations are doing better than their parents.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.
2022-07-1148 minSkippy and Doogles Talk InvestingIs Radio Shack the Next Berkshire Hathaway?Skippy recaps stock performance for the first half of the year (spoiler alert: it's not good). Doogles is enamored with Radio Shack's tweets. Skippy wonders what's up with people not seeing the Kohl's arbitrage. Doogles hits on highlights from a recent paper on being susceptible to financial BS. Skippy raises the parallels between fame and investing, and then gives in to the fact that some crypto might be a ponzi scheme. The episode wraps with a conversation about Atlassian and Columbia pulling out of the US News college rankings.Join the Skippy and Doogles fan club. You...
2022-07-0447 minSkippy and Doogles Talk InvestingDear Bitcoin, Do You Know How Hedges Work?Doogles dives into some 2000-2003 stock charts to discuss bear market rallies. Skippy covers another youngmoney.co post on not giving financial advice. Doogles uses a recent Bloomberg piece to highlight the difference between venture capital funds and hedge funds, and how those funds have gotten more conflated as of late. The episode wraps with listener mail about the debt cycle.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.
2022-06-2749 minSkippy and Doogles Talk InvestingThe Market Has the Mouth of a SaylorDoogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin. Skippy brings up a recent interview with Stan Druckenmiller from the Sohn Conference (awesome interview!). The episode wraps with some top notch listener mail — how does Skippy think about companies with debt, and whether bear markets are getting shorter.Join the Skippy and Doogles fan club. You can also get mo...
2022-06-201h 09Skippy and Doogles Talk InvestingWhen Bees Are Fish, No Portfolio Is SafeIn California, bees are now legally considered fish...Doogles doesn't know exactly how, but he feels that this will somehow bring down the market. Listener mail brings a youngmoney.co post called The Inefficient Market Hypothesis and evidence that people are flocking to dollar stores. Skippy covers a post on how Americans are beginning to seriously spend their excess savings. Doogles isn't happy with people moving less and less, and the potential impact on economic mobility. Skippy wants everyone to know that inflation is a worldwide issue. The episode wraps with two rants — Doogles on Cathie Wood, and Skippy on...
2022-06-1342 minSkippy and Doogles Talk InvestingBlue Chips and Red CrackersDoogles is excited about the optimism that Jason Zweig brings in a recent Wall Street Journal article, and then Skippy rains on his parade. Skippy recaps some analysis on a YOLO portfolio that bought money losers at the end of 1999. Doogles is upset about people calling TerraUSD a blue chip investment. Skippy is angry about the mismanagement of Peloton. The episode wraps discussing how SPACs are completely falling apart, and Michael Moritz's take on the tech rout.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show...
2022-05-3055 minSkippy and Doogles Talk InvestingIf Being Rich is Sexy, Getting Rich Sure Isn'tDoogles recaps a great New York Times piece on a who are the rich in America and what creates happiness. Skippy discusses that the biggest market cap companies falling is creating most of the downturn...and he investigates some potential arbitrage opportunities. Doogles pulls highlights from a recent post called "The Market is Wrong Bro" about how we psyche ourselves out when riding market waves. Skippy and Doogles debate the differences between buying stocks and buying companies. The episode wraps with a discussion on Melvin Capital shutting down and Skippy drops some year to date stats.Join...
2022-05-2350 minSkippy and Doogles Talk InvestingNumbers Don't Matter in CanadaThe markets continue to fall, setting records held for decades and/or centuries. Skippy and Doogles start with a classic value vs. growth debate on what makes a good buy in a market like this. Then debt continues to pop bubbles — Doogles talks Better.com CEO and his personal loan guarantees, Skippy talks Michael Saylor and Bitcoin, and Doogles rants about buy now pay later. Skippy discusses the reason price divergence in the Terra USD stablecoin (Doogles doesn't get it). The episode wraps with a history lesson on dip buying during the dot com crash, and a discussion on Co...
2022-05-1658 minSkippy and Doogles Talk InvestingThis Never Happens, Except All the TimeDoogles compares Kanye to Twitter. People need to stop buying stock exceptions, as evidenced by over $1 billion lost on options by retail investors during the pandemic. Nasdaq hits a 14 month low, and Skippy yawns. Doogles uses a Bill Gurley Twitter thread to discuss how influential the period is when someone starts investing to their perspective on valuations. Skippy highlights the decreased relative affordability of housing over the last 20 years. The episode wraps with a strategy found on Reddit to have risk-free gains on sports betting apps.Join the Skippy and Doogles fan club. You can also get...
2022-05-0249 minSkippy and Doogles Talk InvestingBill Gross' Extraordinary PlaylistDoogles covers a recent essay by Kenneth French and the 5 things he's learned about investing over the past decades. Skippy gets back on his soapbox about Series I Bonds (and for good reason), and dives into more info on Bill Gross, the "bond king". Doogles thinks that Elon Musk is going to eventually buy all of Twitter. Skippy is fascinated by how much Walmart is willing to pay its truck drivers. The episode wraps with a discussion on Robinhood's business model and what's happening with housing.Join the Skippy and Doogles fan club. You can also get...
2022-04-1157 minSkippy and Doogles Talk InvestingBetween a JPEG Rock and a Hard PlaceListener mail points to a story of a man selling his JPEG rock for one millionth of his intended price. Doogles gives an overview of a post called "What is Money"? Skippy covers the most popular equities traded today...most of which no one should be trading. The bond market has its worst quarter in over 40 years. The episode wraps with Doogles taunting Skippy over the billionaire tax being back on the table.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack...
2022-04-0451 minSkippy and Doogles Talk InvestingAmerica's Self-Induced FilibusterDoogles goes over a recent post in Full Stack Economics about how America can't build infrastructure fast anymore. Skippy revives his favorite game, Rational or Irrational, and then parlays that into an overview of a Time article about Ethereum's founder. Doogles gives a slow clap for the quasi-reopening of the Russian stock market. Skippy wonders if rising mortgage rates will help to cool the housing market. The episode wraps talking about the cash crunch in the commodities market and a celebration of Amazon's 2001 letter to shareholders.Join the Skippy and Doogles fan club. You can also get...
2022-03-2842 minSkippy and Doogles Talk InvestingOne Large Popcorn, Light on the Gold PleaseDoogles makes it back from Vegas, and is convinced people are betting mostly with debt. AMC buys a large stake in a gold and silver mining company (?!). Skippy stays bullish on Alibaba (BABA), and wonders whether the thesis applies to other beaten down stocks with 1 billion plus users. Doogles points out that El Salvador's bitcoin experiment is not going well. Skippy quizzes Doogles on the hottest cities for college graduates. All praise that interest rates are finally going up. The episode wraps with covering how home value increases from last year outpaced average wages in the US, and a...
2022-03-2148 minSkippy and Doogles Talk InvestingI'll Give You $100K for That NickelSkippy starts off with catching falling knives and the continued cheapness of Alibaba (BABA). Doogles gives some background on the nickel crisis and what this might mean for further damage in the auto industry. Skippy yells at politicians, especially Bernie Sanders who wants to stop oil companies from making money. Doogles walks through a Morningstar article about women and investing — and how sexist the investing community is. Skippy recaps a Columbia University post about faulty data in US News and World Report. The recent Bed, Bath and Beyond stock resurgence confuses Doogles. Skippy summarizes why people quick their jobs, an...
2022-03-1455 minSkippy and Doogles Talk InvestingYour Cash is No Good HereSkippy kicks off with some highlights from the NFL Combine and their fashion. Doogles pivots to the Russian stock market closure and the high percentage of investments Russians have (had?) in their own market. Some quick hits on China — 1) them asking Russia to wait on the Ukraine invasion until after the Olympics and 2) their annual economic plan. Skippy covers car dealerships and how they don't want to take cash deals anymore because it brings down profits. Doogles wishes he could've been equity brothers with Buffett, who just bought more Occidental Petroleum (OXY). Doogles triples down on his recent stay in...
2022-03-0737 minSkippy and Doogles Talk InvestingOur Hearts Are With UkraineJoin 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.After Doogles kicks off with a celebratory hooray about the US Women's National Soccer Team getting a taste of victory with well deserved backpay, Skippy and Doogles discuss Russia and Ukraine. The show focuses on the potential economic and investing impact (and specifically SWIFT) of what is happening to the Ukrainian people, but their hearts and minds are with the people themselves. They then...
2022-02-2854 minSkippy and Doogles Talk InvestingInspector Gadget Hacks BitcoinJoin 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 episode kicks off with listener mail on the 'ultimate portfolio' (Skippy and Doogles disagree) and some inside scoop on European stocks trading for the cheap. Doogles raises a recent Bitcoin heist arrest of a terrible amateur rapper. Skippy brings up another example of the cheap stuff catching up to growth — Hilton vs. Zoom. Doogles discusses a tweet storm about how terrible individual investors us...
2022-02-2139 minSkippy and Doogles Talk InvestingTesla, the King!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.Things kick off with some hilarious listener mail — a recent tweet from Aaron Levie re Zuck. Doogles follows up on his VTI research from last week re staying invested. Skippy drops knowledge on the trucking industry. Doogles highlights some interesting research about guaranteed income and UBI. Skippy and Doogles share a nonsensical audio clip about only investing in America and then discuss European value. Sk...
2022-02-1448 minSkippy and Doogles Talk InvestingCalm Down Chicken LittleDoogles kicks things off with some listener mail re Goldman Sachs' outlook on the markets. Skippy recaps the terrible performance of some previous high fliers (Peloton, Docusign, Moderna....etc) over the past week, and Doogles highlights that Nasdaq corrections are very very common. Skippy hits on some great quotes from Howard Marks in his book "The Most Important Thing". Doogles claims victory in calling the SPACtacular disaster that we're now all witnessing, and Skippy points out that GMO is also claiming victory in its permabear status of calling the market crash (for the past 5 years...). Doogles covers recent news...
2022-01-2449 minSkippy and Doogles Talk InvestingI Feel Tippy, Oh So TippyDollar Tree customers are feeling "sick to their stomachs" over the 25-50% inflation that's happening over there. Melania Trump is continuing to release NFTs, which Doogles describes as a bubble of a bubble of a bubble. Doogles scolds Americans, saying that we know better, and points to some media examples to take a closer look — a recent LA Times article, a Netflix movie, and a book. Skippy and Doogles talk the importance and dangers of anchoring around baselines. Skippy lays out the biggest causes of inflation...and Doogles rants about his fright over people running out of money. They th...
2022-01-1758 minSkippy and Doogles Talk InvestingConfusing Buffett, Bernie and OrvilleWelcome to 2022! It's rebalancing time, bringing tears to Doogles' eyes. Next week, Skippy and Doogles are going deep for a special premium episode available at skippydoogles.supercast.com, covering past performing and what they're looking to buy. This episode kicks off with Doogles covering the Buffett vs. Bernie spat over union workers, and how they're looking more and more alike as time guys on. Next, Skippy recaps a book he read recently called Pop! about historical bubbles. Doogles wraps the episode with a peculiar finding that he made recently about his largest holding, Dexcom.
2022-01-0324 minSkippy and Doogles Talk InvestingWhat a Difference a Year MakesWelcome to episode 52 — one year of Skippy and Doogles! We start off with the show's special consultant popping by to give a holiday recap and some gift ideas. Then Doogles sadly revisits China Mobile, one year after its US delisting, as it prepares for its Shanghai listing. Skippy raises the recent Jack Dorsey vs. the VC world battle that's taking place over Web3, and Doogles uses that as a transition to a recent Tim O'Reilly piece called "Why it's too early to get excited about Web3." (
2021-12-2752 minSkippy and Doogles Talk InvestingMetaversially ControversialA friend of a friend tells Doogles that Sex and the City is hurting Peloton's stock. Skippy and Doogles discuss a recent Invest Like the Best podcast interview with Philip Rosedale and Bill Gurley about Second Life and the metaverse. Doogles officially names 'Fragility' as his word of 2021 (look out Merriam-Webster), and he's excited for what this might mean for 2022. Skippy comments on how inflation continues to impact wages, with companies setting aside almost 4% for payroll increases next year. The active vs passive investing debate continues, now fueled by Peter Lynch's recent comments about how he thinks the move...
2021-12-1346 minSkippy and Doogles Talk InvestingARKK You Kidding Me Right Now?Doogles pleads for Cathie Wood to calm down as she starts testing "ARK on Steroids". That transitions in a recent Morgan Housel post called "Experts From A World That No Longer Exists" which discusses holding onto past "expertise" can get you into trouble if you don't also adapt. Skippy dives into some recent reading about Solana, and its potential advantages over Bitcoin and Ethereum. In the latest evidence of the markets going buckwild, more money was put into US equities in 2021 than the last 19 years combined (and it's fueled by margin debt). Doogles circles back to a Zillow conversation, h...
2021-11-2949 minSkippy and Doogles Talk InvestingNever Underestimate Florida ManCrypto talk continues in the news — Skippy and Doogles talk Crypto.com buying the naming rights for the Staples Center, ConstitutionDAO's bid to buy a copy of the constitution, and Florida Man claiming to be Satoshi, the creator of Bitcoin. Then Skippy recaps parts of a recent podcast interview with Arnold Van Den Berg where he talks the commodities supercycle and the psychological fortitude of value investors. Skippy gives a decade by decade drawdown quiz, and Doogles gets a B+ on his responses. Doogles talks the bubble in the venture capital / startup space, highlighting a recent Fred Wilson blog po...
2021-11-2249 minSkippy and Doogles Talk InvestingZuck is Officially Off His RockerThe episode starts with Skippy and Doogles discussing different types of risks based on a great post this week in Of Dollars and Data called "Risking Fast and Slow". Then, the topic on everyone's mind - what is Zuck up to with the metaverse. Doogles reminisces about his Second Life days and asks the question "has Facebook lost its way?". Doogles then brings up a fantastic article in Time about Black Bitcoin, which covers how Bitcoin is being embraced by people of color in search of financial liberation. Skippy rants for awhile about taxing unrealized gains, and Doogles brings...
2021-11-0153 minSkippy and Doogles Talk InvestingThe DWAC SPAC is BACKSkippy and Doogles launch a Substack at skippyanddoogles.substack.com. Doogles starts off the newsletter with a deeper dive on his investment methodology and Q3 portfolio returns. Skippy stretches as usual to defend value investing, this time claiming that value stocks are a hedge against inflation. Speaking of inflation hedges, the DWAC SPAC shot up by nearly 10x this week upon announcement that it's getting into the Donald Trump media game. On the topic of risky trades, Doogles dabbles in options this week, which Skippy is not a fan of. The conversation wraps by discussing the expectations gap between...
2021-10-2548 minSkippy and Doogles Talk InvestingNIMBY, NIMBY EverywhereSkippy forgets to stay in his lane, and begins to spew "wisdom" about genetics. Then Doogles provides his usual dose of happiness by centering the conversation around mounting consumer debt as demonstrated by the Nintendo game Animal Crossing. Skippy pulls out some excellent listener mail, covering a recent New York Times article on the California housing crisis called "Where the Suburbs End" (great read), highlighting how people want to solve the housing crisis so long as it's NIMBY (Not In My BackYard). This leads to a conversation about shadow inflation that's raising prices by decreasing the quality of goods...
2021-10-1840 minSkippy and Doogles Talk InvestingHips Don't Lie, But Bank Accounts DoWho has two thumbs and is giving up almost $400k per game this year in the NBA? Kyrie Irving. The convo starts with the quizzical nature of that choice, and then moves on to the equal quizzical nature of how it's easier to invest in Non Fungible Tokens (NFTs) than startup companies. Speaking of NFTs, next Doogles brings up listener mail re a Vice article covering the recent Evolved Apes NFT scam where the NFT creators took over with over $2m from investors. Next up — hiding money overseas. And, allegedly, that's exactly what Shakira is doing according to...
2021-10-1147 minSkippy and Doogles Talk InvestingCredit Suisse And the 1000x Rounding ErrorDoogles leads off by talking about how Martin Shkreli uses a rare Wu-Tang Clan album to pay back his debt to the government. Then Doogles looks at the ridiculous debacle that was Credit Suisse's enablement of the Archegos collapse. Skippy and Doogles take a trip through small town America by discussing a recent Granola Shotgun article "We'd Rather Have the Iceberg Than the Ship" — a good breakdown of how chasing the shiny and new is short term thinking. Skippy discloses his new CEO crush on Ravi Saligram, who runs Newell Brands and enacted a no jerks policy that has tu...
2021-08-0244 minSkippy and Doogles Talk InvestingCan't Drive? Blame the WindSkippy continues his claim that Intel will be victorious, and Doogles won't hear it. They talk about the insane Net Asset Value premium that the Bitwise ETF is currently sporting. Then onto the Suez Canal, where some shoddy canal navigation techniques are currently holding up ~10% of global trade — this leads Doogles to predict that we need to look to space, not water, to drive the future of trade. Skippy shakes his head because Doogles continues to lose money in Chinese investments, and they wrap with musings on Robinhood and SoFi's recent moves to help retail investors invest alongside Wall St...
2021-03-2949 min