IN THIS EPISODE, YOU'LL LEARN:
01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.
05:37 - Why we have a boom and bust cycle in the oil market.
15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum.
22:40 - What the OPEC+ cut mean for the oil market.
22:55 - What ca ... Show More
Mar 29
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-w ... Show More
1h 5m
Mar 27
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, a ... Show More
1h 4m
Mar 22
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ... Show More
1h 4m