Skippy and Doogles Talk Investing
289 episodes — Page 1 of 6
You Had Me at Pancake Robot
Aug 24, 202652 min
I'm Not Profit, You're Profit
Aug 17, 202648 min
Reread My Returns Until You Understand
Aug 10, 202640 min
Leopold and the Terrible, Horrible, No Good, Very Leveraged Month
Aug 3, 202645 min
No Train, No Gain
Jul 27, 202643 min
AI Better Work Out
Jul 20, 202636 min
You Reap What You Seed
Jul 13, 202640 min
All Eggs, No Goose
Jul 6, 202638 min
The Joneses Are Everywhere
Jun 22, 202640 min
A Degree Too Far
Jun 15, 202637 min
Anthropic Thunder
Jun 1, 202640 min
Houston, We Have a TAM Problem
May 25, 202638 min
A Dog’s Life Economy
May 18, 202640 min
Our Losers Lose Better
May 11, 202629 min
Slow and Steady Wins the Balance Sheet
May 4, 202645 min
Chamath is Still Dancing When the Music Stops
Apr 27, 202648 min
The Future of Investing is Lies
Apr 20, 202647 min
What's a Little Tax Lie Between Friends?
Apr 13, 202641 min
Private Credit is Hotel California For Your Money
Apr 6, 202645 min
What Are We Doing?!
Mar 30, 202646 min
Betting on Missiles is Not Investing
Mar 23, 202643 min
You Too Can Be a Sucker
Mar 16, 202633 min
SaaSpocalypse Now? AI, Block Layoffs & the Trust Premium
Mar 2, 202639 min
Pinterest: Hidden Gem or Just a Pretty Picture? [Investment Committee]
Feb 23, 202647 min
Is Software Dead or Just On Sale?
Feb 16, 202643 min
Finding Value Where No One Is Looking w/Lee Roach (author of The Value Road Substack)
Feb 9, 202642 min
Hi-Ho Silver, and Away
Feb 2, 202631 min
Got it Goin On Like Kroenke Kong
Jan 26, 202638 min
The 5-Minute Buffett Test
Jan 19, 202638 min
Play Stupid Games, Win Stupid Economies
Jan 12, 202640 min
CEO of Berkshire is a Job I'm Glad I Don't Have [2025 Greatest Hits]
Jan 5, 20261h 10m
Jim Beam Shuts Down, Tax Apps Block Holidays, and the $700M Wedding Ring Repo
Dec 29, 202547 min
Mitt Romney Says Tax the Rich? Plus Sports Betting Regret and Gen Z Financial Nihilism
Dec 22, 202531 min
Private Equity Invades College Sports: Utah’s $100M Gamble and Affordability is Broken
Dec 15, 202542 min
Michael Burry Speaks, Prediction Markets Explode, and Why TiVo Just Died
Dec 8, 202550 min
The Real Poverty Line, Ray Dalio’s Bubble Math, and Charlie Munger’s Last Lessons
Dec 1, 202537 min
Operating Margins, 4,000 Terrible Stocks & the Wild Google Comeback
Nov 24, 202526 min
20 Lessons from 2008 That Still Matter (Especially Now)
Nov 17, 202537 min
OpenAI is a Masterclass in Market Mispricing
Nov 10, 202542 min
A $20K Robot Butler and Why 57% of Americans Don’t Invest
Nov 3, 202534 min
How the NFL Prints Money, and Why College Tuition Just Crashed
Oct 20, 202537 min
AI Hype Circle, and ETFs Are the New Casino Chips
Oct 13, 202527 min
Japan, Debt, and the Downside of Free Money
Oct 6, 202527 min
Ponzi Nation — RadioShack Scams, First Brands Shenanigans & PE’s Retirement Heist
Sep 29, 202535 min
Robinhood’s New Private Fund Is a Terrible Idea
Sep 22, 202546 min
$300 Billion of Fake AI Money and the Oracle OpenAI Bubble
Sep 15, 202536 min
House Rich, Cash Poor: Why Americans Are Tapping Their Homes for Survival
Sep 8, 202540 min
Deckers Outdoor: Stock Turnarounds, Sheep Lawsuits & $11B Moonshots (Part 2)
Sep 1, 20251h 6m
Deckers Outdoor: From Surf Bums to a $30B Shoe Empire (Part 1)
Aug 25, 202549 min
ETF Survivorship Bias, Intel Drama, and the $1.3 Trillion Buyback Binge
Aug 18, 202524 min