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Scott Galloway - How Amazon is Dismantling Retail
Too much to listen and too little time... My rating: ★★★★★ (5/5) Pointers: 0:41 – Between 1970 and 2015 the number of malls in the US grew more than twice as fast as the population. 0:50 – There have been more bankruptcies in Retail during 2017 than in all 2016. 1:58 – Amazon’s sales growth since 2010. 2:30 – 52% of American households own an Amazon Prime account. 4:10 – Amazon has
Steve Sjuggerud: This is Not What the Peak of a Bull Market Looks Like - Meb Faber Show – Ep.49
Too much to listen and too little time... My rating: ★★★☆☆ (3/5) Pointers: His background.How do you think about investing. “I look for 3 things in an investment: cheap, hated and in an uptrend. How did you come around to this framework (Value and Momentum). 10:44 – You’ve been one of the most consistently bullish people on US stocks for years.
What Happens When Markets As We Know Them Cease to Exist - Odd Lots
Too much to listen and too little time... My rating: ★★★☆☆ (3/5) Pointers: 1:38 – On survivorship bias. Guest Simon Hinrichsen, economic historian. 4:41 – Where do you find the best or biggest example of survivorship bias in the markets? Russia when the market closed at the start of WWI and then opened at the end with a 20% up but it only had 2 months of trading before
Ken Fisher (part 2) - Masters in Business
Too much to listen and too little time... Pointers: Is stock picking dying? “It’s always been tough but there is more light being shown on that now”. Active Management is not going to disappear. Slow evolution is not abnormal. It only takes a decade to be an overnight sensation [referring to mutual and passive funds]. What makes Ken Fisher’s approach so unique
