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Oct 2025
1 h

Winning Long-Term Games and Ergodicity w...

Tobias Carlisle
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Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09
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1 h
Mar 5
Derek Pilecki on long/short financials investing, regional banks, non-banks and insurance | S08 E08
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Feb 26
Jonathan Tepper on The Myth of Capitalism, his "Shooting Up" memoir and $BKMG | S08 E07
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59m 56s
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