Season 4 · Episode 28
QAV S04E28 — Headless Chickens
QAV Investing Podcast (Free Edition)
July 14, 202135m 5s
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Show Notes
Another long episode (1.5 hours)! We talk about our performance vs the top funds; Buffett’s ABCs; Why TK bought gold miners over retailers last week; the idea of a “second peak”; HUM’s exposure to Forum Finance; the performance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; copper physical vs futures; and how to spot “bad news” during reporting.