QAV S04E28 — Headless Chickens

Anoth­er long episode (1.5 hours)! We talk about our per­for­mance vs the top funds; Buffett’s ABCs; Why TK bought gold min­ers over retail­ers last week; the idea of a “sec­ond peak”; HUM’s expo­sure to Forum Finance; the per­for­mance of the 2017 Dogs; a deep dive on MML and MIL; how Rule #1 works; how TK would invest if he was 25 again; whether or not I should sell MYR; cop­per phys­i­cal vs futures; and how to spot “bad news” dur­ing report­ing.

Tran­script avail­able here.

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