Listen "To Cow or Not to Cow, That is the Question"
Episode Synopsis
It's a rare treat to have a company issue stock while simultaneously telling you not to buy it, but AMC did just that. Skippy and Doogles also respond to some listener mail regarding the trends in stock buybacks vs cap ex investments. Then they sift through some data from Ben Carlson's article "200+ Years of Asset Class Returns" to discuss the returns themselves as well as the prowess (or lack thereof) of CEOs as asset allocators. They revisit and update the Covid-19 vaccine / lottery tests happening around the world. The conversation wraps with a discussion on cows as investment vehicles, and some evidence demonstrating that NFTs have not yet shown that they can make the average artist money.
More episodes of the podcast Skippy and Doogles Talk Investing
OpenAI is a Masterclass in Market Mispricing
10/11/2025
Japan, Debt, and the Downside of Free Money
06/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.