A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion

15/06/2021 1h 1min
A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion

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Episode Synopsis

Come aboard. We’re expecting you… We make another run after a technology glitch to discuss the Love Boat’s star-crossed investors, the knife-sharpening industry, and the strange dichotomy between market complacency as a whole versus the mania around retail trading in meme stocks. From there, we delve into a discussion of inflation as reflected in things like lumber and labor. We then debate how a trade can be both right and wrong concurrently and why capital allocation matters for companies in secular decline. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

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