Skippy is out searching for new companies to invest in within the great continent of Asia, so Doogles is handling this one solo...but with two special guests. Josh Scott is an entrepreneur and investor who has also led multi-billionaire dollar businesses at eBay. Adam Burrows leads an early stage venture capital firm, Range Ventures, and is a former operator himself. It's a great conversation about the current state of the investing landscape and what comes next.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy apologies and congratulates Theo on his polymarket victory. Doogles quizzes Skippy on the best YTD stock market performances through October. Doogles talks whether or not the AI bubble is behind us or ahead of us, using a recent Bridgewater report. The episode wraps by throwing shade at Chamath and discussing America's two economies.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy talks through Jason Zweig’s list of market grievances in his latest commentary in the Intelligent Investor. Some French dude is betting $30 million on a Trump election victory. Douglas is excited that for profit tutoring might be back in China. The Dwayne Wade statue is used as a field goal distraction. The episode wraps with tax advantaged accounts, Jeff Bezos stock selling and the ultimate McDonald’s quandary.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

It's the 200th episode, people! Doogles starts off talking about the finances of millennials vs. baby boomers in the US. Skippy raises Invest America's idea of giving everyone "baby stocks". Doogles compares food prices in the US to other countries. The episode wraps discussing education costs and the YTD best performing years for the S&P 500.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles covers a recent Ben Carlson piece on the importance of the sequence of returns in investing. Skippy likes a breakdown by Professor Statman about the different types of risk we should all take into account — investment, career, and social. The episode wraps with a discussion about richer households driving consumer spending in the US, and Visa being such a well run company.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy and Doogles sit down with the one and only Aileen Lee. Aileen is the founder of the venture firm Cowboy Ventures, and created the term "unicorn" for companies worth at least $1 billion and less than 10 years old. Awesome convo.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

KIcks off with listener mail about a Duke research report on human capital investments during Covid. Doogles walks through a Graham Duncan piece on the 5 levels of investment prowess. Skippy throws shade at banks for making so much money while not paying high interest rates. The episode wraps with CZ getting out of jail and starting a Giggly company.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy talks through the pros and cons of legalized sports gambling in the US. Doogles covers the recent Chinese stock rally and David Tepper's take on the whole thing. The episode wraps with OpenAI's proposed shift to a for profit company.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Kicks off with listener mail about refinancing given the recent interest rate reduction. Doogles covers a post about universities being debt factories. Skippy is loving the anniversary of Boris Yeltsin's visit to a Texas grocery store. Doogles walks through Marty Zweig's rules of investing. The episode wraps with Nike getting a new CEO and Microstrategy's continuing Bitcoin escapades.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles hops back on his air conditioning soap box. Skippy is enamored with the cash flow generation of Visa. Doogles talks about the privileged tax strategy that is Buy, Borrow, Die. The episode wraps with a conversation about Only Fans' economics.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Lots of listener mail! First up, Skippy can't get over how bad a recent Economist article is, called Has Warren Buffett Lost His Touch? Doogles praises Costco and all its glory. Skippy is more than skeptical about the potential for a new(ish) app called dub to succeed in helping people to copy other investors' portfolios. The episode wraps by discussing Aswath Damodaran's take on aiming for 10 baggers, formerly dominant stocks and a conversation between Howard Marks and Morgan Housel.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles passionately expresses his hotels rewards preference. Skippy makes a quiz out of the hottest brands people get tattooed on their bodies. Douglas covers the economics of Roblox. The episode wraps with a chance encounter upon EBITDA Growth Systems and 9 thoughts on money from George Mack.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

This is a premium episode week where Skippy and Doogles talk about recent stock buys — to become a premium subscriber head over here.For non-subscribers, Doogles highlights Howard Marks' recent memo "Mr. Market Miscalculates" and a great blog post about the importance of expertise...as evidenced by piano tuning.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles practices the art of confirmation bias in a paper by the Federal Reserve of San Francisco about Americans running low on cash and high on debt. Skippy does the same in a review of recent 13Fs, and big funds buying some of his picks. Doogles talks through the recent lack of distributions to investors for private equity funds. The episode wraps with ARKK continuing to lose so so so so much more money for investors than it brings in as fees.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Berkshire Hathaway has a record cash pile and Doogles speculates on what he might do with it. Skippy yawns at the market drop, talks Yen carry trade and the finances of the US VP candidates. Doogles marvels at the Nvidia H100 hoarders. The episode wraps with the terms of Pitbull buying the stadium naming rights to Florida International University. Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy is enamored by Uber's cumulative to date operating losses. Doogles goes through the history of the one and only George Foreman Grill. Skippy shines light on the effectiveness of investing alongside Wall Street Bets. The episode wraps with the many failures of Intel and the history of dominant stocks in the market.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy discusses the rise of Junior Bridgeman, NBA 6th man to $600m empire. Doogles walks through the results of OpenResearch's recent universal basic income (UBI) study. Skippy talks through the profiles of Bitcoin owners. There's some debate over the merits of the CAOS ETF. The episode wraps with a convo about Collab Fund's recent post "Fill the Bathtub."Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy puts the magic of compounding on full display. Doogles runs through a research paper on balancing your career risk with portfolio risk. Skippy looks at stock volatility and Hawaiian Electric. Doogles continues his rant on US debt. The episode wraps with a political Bitcoin conspiracy theory and the sad life of UK stocks.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy is very happy about the large number of new companies being started in the US. Doogles touts the skills of Priscila Barbosa and her Uber/Lyft scam empire. Skippy creates a new financial moniker called...the Skippy. The episode wraps talking about the state of US national debt.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles talks through a piece on how no one really understands interest rates, but Skippy isn't buying it. Skippy covers New York City's traffic disaster and the $700 million fall out. Doogles hits on Sequoia's $600 billion AI question. The episode wraps with the reality gap media has with politics in the US.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Nepotism remains alive as Bronny James gets drafted by the Lakers. Skippy gets nostalgic about Nike stock. Doogles can't believe how bad of a business Walgreens has managed to become. The episode wraps talking about the "Daddy Model of Wealth" outlined by Paul Graham.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy kicks off with current stock allocation rates for Americans, then moves to the wild premiums that Costco and Nvidia stocks have right now. Doogles hits on a Global Financial Data article covering stock market concentration rates over the last 200 years. The episode wraps with a Wall Street Journal piece on financial lessons from our parents, self-inflated fund returns, and Doogles' current take on Broadcom.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

This is a replay but still relevant episode from late 2021.Skippy gets confused as to why Starbucks is adopting the blockchain (and you should be too). Then Skippy and Doogles discuss 3 big breakups this week — General Electric, Toshiba, and Johnson & Johnson are all splitting up their companies. Doogles calls out all of us for perpetuating inflation by buying too much stuff unnecessarily, based on some great reads from Bridgewater Associates and The Atlantic. The episode wraps walking through how much the last few crashes have hurt the market (and the next one won't be better), and how confirmation bias is ruining the world — great piece written by KCP Group called "Racehorses and Psychopaths".Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Jensanity has hit new heights with Jensen Huang signing body parts over in Taiwan. Walkthrough of how to make good money in side hustles. Skippy covers a WSJ piece on how AI losing its fizzle. The episode wraps with a convo about the state of leveraged finance and a no good, terrible, bad advertising campaign.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Premium subscribers get a couple hot stock research recommendations to kick it off. Doogles tackles listener mail that covers the book The Fourth Turning. Skippy laughs some more at Google AI and Salesforces' inability to use its own product. The episode wraps discussing the results of a YouGov survey about people's favorite decades.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Listener mail hits on the controversial topic of Fama and French's data set shifting. Skippy goes off about supposed ridiculousness coming from Google's AI results. The episode wraps with a thought experiment comparing the cost of living in an all inclusive resort vs. living in "Middle America."Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Kicks off with listener mail about the multi-level-marketing shenanigans of IM Academy. Skippy teases Doogles about a winning pitch on shorting Pool Corp. Skippy plays with ChatGPT 4-o as his new financial analyst. Doogles covers an op-ed on taxing billionaires. The episode wraps with a quick hit on the failure of Red Lobster.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy honors the legacy of Jim Simons' legendary returns. Doogles covers people's inaccurate view of fairness. Skippy won't stop ranting about tech companies' capital expenditures. Doogles gives highlights from a recent financial literacy survey. The episode wraps with Howard Marks on debt and Doogles' most recent stance on Twilio.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy and Doogles TAKE OVER (but not really) the Berkshire Hathaway annual shareholders meeting in Omaha. We give you the run down on the dilly as it were.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles gets nostalgic about the Domino's 30 minute delivery guarantee. Skippy spits wisdom about debt and money from the book Letters to My Son. Doogles continues the debt train talking about home mortgages and credit card charge offs. The episode wraps discussing how to comprehend compounding, and the state of Chinese real estate.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy talks about how Americans throw away $68 million in change per year. He then gives out a research recommendation of an American utility. Doogles walks through a New York Times piece claiming that the boom and bust cycle is dead. Doogles finally finished the book Same as Ever and talks through the highlights. The episode wraps discussing the headache that is taxes in the US.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

We kick off with a barrage of listener mail on women's basketball, retirement, and David Einhorn stock picks. Doogles brings us a recent Cliff Asness interview and parlays that into lessons from Jensen Huang of Nvidia. Skippy is saddened that Intel can't get out of its own way. The episode wraps with a sad case of someone selling their credit history for money and Peloton as the next great media company.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy is surprised to learn that Nike stock is on a 50% drawdown...yet still not cheap. Doogles walks through a piece on winning by avoiding blunders. Skippy takes us to microcap nerd land through an interview with the author of the NoNameStocks blog. The episode wraps discussing fee based financial advisors and "volatility laundering".Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy and Doogles are amazed at DJT's ability to have no business and all the valuation. Skippy picks a fight over the investing book A Simple Path to Wealth. Doogles covers a tweet about joining Nvidia as a new grad in 2013. The episode wraps talking about Michael Saylor selling Microstrategy to buy bitcoin and an interview with Aswath Damodaran.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

This is a replay of episode 77 from 2022.Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now to make sure they can last. Doogles gets gleeful about the "crypto winter" and shines a special light on Michael Saylor's continual dangerous pumping of Bitcoin. Skippy brings up a recent interview with Stan Druckenmiller from the Sohn Conference (awesome interview!). The episode wraps with some top notch listener mail — how does Skippy think about companies with debt, and whether bear markets are getting shorter.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles talks through the most wealth destroying funds of the past decade. Skippy highlights the top 10 highest rated investment books. Doogles continues doom and gloom with the current level of non-mortgage interest payments in the US. The episode wraps with the best and worst capital efficient industries and the state of the Indian options market.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy talks about how Norway's sovereign wealth fund is thinking about getting into private equity. Doogles covers UBS' most recent global yearbook. Skippy pits Nvidia against some blue chip all stars. The episode wraps with the worst performing fund of the last 20 years and accepted lying in politics.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Things kick things off with listener mail on an interview with David Einhorn from Greenlight Capital. Doogles declares that the time of loosey goosey returns are over in retail. Skippy goes back in time, comparing the railroad industry in 1900 to tech stocks today. The episode wraps with Li Lu's principles of value investing.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles celebrates that the Japanese stock market is back to all time highs. Skippy rains on the parade by comparing Japan in the late 80s to big tech in the US today. Skippy walks through the price of the American dream according to Investopedia. Doogles talks process improvement, iBond redemption and hard to pronounce company names. The episode wraps with insider trading by the husband of a BP employee.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles covers listener mail on how Dave Ramsey is losing the under 40 crowd. Then he follows Jason Zweig's advice to watch out for covered call ETFs with supposedly high distribution yields. Skippy recaps three bets: Nvidia valuation, Meta, and Kohl's. Doogles shuns an Airbnb arbitrage scheme. The episode wraps with how Americans are feeling alone, the Buzz ETF coming to roost, and Lyft earnings.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles tries the find the bottom of the Chinese stock market. Skippy wonders if the current model for the NCAA is about to end. Loud budgeting might be a friendship saver. Doogles doesn't understand whey there is proposed investor ESG regulation. The episode wraps with a $25 million deep fake fraud scam in Hong Kong.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

New Goldman Sachs report continues to say bet on America. Baupost, Point72, Berkshire and more are making an arbitrage bet on Liberty SiriusXM. TikTok investors continues down the nonsense train, and we love it. Chamath shuts down plans to raise a VC fund. Skippy and Doogles cover each of their recent top book recommendations.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy and Doogles sit down with Conor Dougherty, New York Times reporter and author of Golden Gates: Fighting for Housing in America. We discuss the role of the city, land investments in Detroit, government acting as real estate investors and more.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

The S&P 500 returns to all time highs! Skippy points out that Chinese stocks aren't a cause for celebration and Alibaba fundamentals aren't matching its stock performance. Doogles highlights investment lessons from 2023 according to Morningstar. Skippy goes to Rent a Center to get some Jordan 5s. The episode wraps with a politically charged economic survey, commercial real estate remains a conundrum and listener mail.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Skippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. Skippy pours one out for Nick Saban, who retired last week. The episode wraps discussing the "quant winter" and Cliff Asness, and a shout out to Howard Marks' latest memo.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Doogles) and this year's stock picks.For all our other valued listeners, we have a compilation of some your favorite hits from last year — Tim Ferriss asks Warren and Charlie a question, a CEO values his time way too highly, Jokic doesn't care about basketball, and life lessons. Enjoy!Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

Doogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the Vail vs. Alterra US skiing duopoly. Skippy hates on wasteful spending at universities, focusing on Auburn. The episode wraps with the sad and epic tale of Bird scooters.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

The episode kicks off with listener mail on UPenn wunderkind value investors and Congress continuing to trade on individual stocks. Doogles takes awe at the Magnificent 7 and their continued dominance. The episode wraps with China's crackdown on gaming and Advertise Now, Pay Later.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].