Season 5 · Episode 18
QAV S05E24 — White-knuckle
QAV Investing Podcast (Free Edition)
June 21, 202234m 1s
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Show Notes
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a "wonderful company at a fair price" and ignoring sentiment.