QAV S04E04 — The Naughty Corner

by | Feb 2, 2021 | Investing Podcast, Podcast Episodes | 0 comments

Hedge funds v Red­dit. Ray Dalio on Bit­coin. Tony’s jour­nal entries. Port­fo­lio update. Regres­sion test­ing Tobias Carlisle. TK’s “war sto­ries” of the ’99/’00 bub­ble. CCV 3PTL Sen­ti­ment. KRM com­ing out the naughty cor­ner. SD cash­flow. Index Mun­di data dates.
Episode tran­script avail­able here.
KRM 2021-02-01_15-49-31

KRM 2021–02-01_15-49–31

COG 2021-02-01_15-24-45

COG 2021–02-01_15-24–45

CCV 2021-02-01_15-44-39

CCV 2021–02-01_15-44–39

APE 2021-02-01_15-29-09

APE 2021–02-01_15-29–09

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