So excited to share this one. My conversation with the anonymous master - intuition vs. analytical, vs. statistical inference - market valuation - trend strategies - preferred stocks - much more
This podcast with and is as good as you’d imagine. The most insightful guy in finance does not work in finance.
Here is four versions of the paper on the earnings mirage. New piece on value vs growth coming soon. Main piece: Exec summary: Video: Podcast: