RIP to Charlie Munger. Doogles gives a PSA on the DJ Envy real estate debacle, and paying attention to what celebrities are pitching. Skippy hits on how stocks crushed in November. Doogles talks correlation between when people come of age and their percentage equity allocation. The episode wraps with Mark Cuban's gangsta move on selling the Mavs.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 Black Friday at retailers, and at the Skippy and Doogles podcast. Check out our premium deals. Nvidia releases blow your mind earnings (again). Skippy lays out some stock research recommendations. Doogles tells a story from Gretchen Morgensen's book The Plunderers about private equity. The episode wraps with a Morgan Housel piece called the Full Reset and a FINRA marketing proposal that likely won't work.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 try to find the logic of Sam Altman’s boot from OpenAI. Doogles enjoys a Kayla Scanlon piece on the perception of the economy. Skippy hits on a couple points from Morgan Housel’s latest book. Doogles talks inheritance and inequality. The episode wraps with a quiz on real estate, a nice take on Goldman Sachs and how much you should be taking out of your retirement each year.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 declares that it's definitely time to stop listening to Dave Ramsey. He also is intrigued with a mining company that may have some hidden gems. Doogles doesn't like the incentive structure that's been given to startup companies. Skippy doesn't understand how Isiah Thomas didn't know he and MJ had beef. The episode wraps talking about zombie companies.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 calls the SBF trial boring. Doogles lays parallels between Adidas, Kanye West, and the stock market. A CEO is upset that his buybacks aren't increasing his stock price. Doogles highlights recent Charlie Munger interviews. The episode wraps with WeWork, investing and the economy, and Stanley Druckenmiller calling out Janet Yellen.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 rips Doogles on his Twilio position. Doogles covers a recent Wall Street Journal article about mini-millionaires. Skippy discusses the existence of free will according to Stanford professor Robert Sapolsky. Doogles continues his tirade on the state of the American consumer. The episode wraps with Twitter losing authenticity, life lessons and Jamie Dimon selling shares.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 covers Morgan Housel's latest — A Few Laws of Getting Rich. Doogles is a fan of Paul Graham's post on being Superlinear. Skippy is mind blown and angry at Howard Marks. The episode wraps with Microsoft news and the loss of home purchasing power.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 goes down a professorial rabbit hole about weight loss drugs — Ozempic, Wegovy and Mounjaro — and their impact on the stock market. Skippy gets YIMBY and NIMBY about IRS audits. The episode wraps with an overview of a Zelle pool purchase scam.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 continues his tirade on company spending after reading a Wall Street Journal piece on US consumers acting like there's no tomorrow. Skippy talks Amazon's (alleged) price raising algorithm. Doogles loves a recent Noah Smith post about not falling victim to viral charts. The episode wraps with a book report from Skippy on Michael Lewis' new book Going Infinite.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 answer listener mail about some individual stock listener mail. Doogles hits on the difference between inflation rate and price levels. Skippy sees consumer credit card debt continue to rise. Doogles covers a JP Morgan piece on keeping investments simple. Skippy closes the loop on Dave Ramsey's beating the S&P 500 claim. The episode wraps with why selling is hard.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 has a bone to pick with Dave Ramsey. Doogles walks through an awesome talk that Bill Gurley gave at the All In conference. Skippy is amazed and encouraged by how much Singapore pays its government officials. Doogles sees danger in American's distrust of data and the state of the economy. The episode wraps with a paper about historical inflation shocks.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 takes guidance from Mr. Money Mustache on what to do with your money in this "high interest rate" environment. Skippy schools in the difference between price only and dividend-inclusive returns. Doogles pulls out some investing lessons learned from New Found Research. The episode wraps with Skippy laughing at startup projections (including Starlink's) and a tweet on the difference between lifestyles in the US and Spain.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 is bewildered by a New York Times piece on the impact of college degrees on the wealth premium. Skippy sees more evidence of sophisticated ETFs using leverage, and wonders if that's smart or a sign of the times. Doogles has a car-filled double whammy — cars are more expensive and more invasive. The episode wraps with more executive sales of Nvidia stock.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 spits knowledge on Nike shoe margins. Doogles tackles listener mail about mean reversion. Skippy has quick hits on Tesla price cuts and Nvidia price gains. Doogles is in awe of Li Lu's guest lecture at Columbia Business School from 2006. The episode wraps with pretzel fraud, Nick Maguilli's redemption, consumer credit and a 'what if' on interest rates.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].

Chamath gets called out (again) for the poor performance of his SPAC empire. Doogles discusses a blog post about KPI psychosis. Skippy hits on market forces and the US minimum wage. Doogles wraps the episode with a controversial discussion on mean reversion.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 points out that people are reading Michael Burry's 13F all wrong. Doogles loves the question raised by Gary Marcus around what if Generative AI is a dud. Skippy hits on rich people that feel poor. The episode wraps with the misuse of autonomous vehicles and speculation on the future of the US economy.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 highlights an Axios piece on how America might be losing its hustle. Skippy questions Berkshire Hathaway holding such a large position in Apple. Doogles pushes back hard on Nick Maggiuilli's take on income as a predictor of wealth. Skippy gives an update on Investment GPT's performance. The episode wraps with some gems from a 2006 interview with Bill Miller and a take on high yield stock performance. 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 about Americans' retirement readiness (spoiler alert: they're not ready). Skippy recaps some points from the Bill Perkins book Die With Zero. The Yellow Trucking logo debate continues. Doogles hits on a recent David Einhorn interview about value investing and parlays that into an analysis on the accuracy of guru market predictions. The episode wraps with Ben Carlson's article on the lack of importance of one year returns and the demise of another shopping mall.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 drops knowledge about running a rental car business in Dubai. Yellow trucking is going bankrupt after 99 years. Doogles covers a Collab Fund piece on cyclicality. US car prices have shot up, a potential sign that a soft landing may not happen. Doogles talks Japanese demographics. The episode wraps talking about Mbappe's $1b offer from the Saudi Arabian football club and US higher education elite college admissions by income.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 has fun with a post that highlights how we've been saying that robots are taking over the world for over 100 years. Skippy has a problem with Nick Maguilli's recent piece called The Problem With Valuation. Doogles dives into a San Francisco child education account program. Skippy hits on key points from a recent Invest Like the Best podcast episode with Jeremy Giffon. The episode wraps discussing the Fed Now program and a Curbed article about commercial real estate.

This is a premium episode week, so our public episode is short. If you want to become a premium subscriber, head over and join the Skippy and Doogles fan club.On the premium episode, Skippy and Doogles discuss recent investment news, and then tackle ways to increase yours savings rates and specific stocks that are hitting their radars — research 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 says it's time to look into considering selling those I Bonds. Doogles dives into a research paper about cognitive bias in financial decision making. Skippy is fascinated by slot machine gamblers making money on YouTube. The Musk/Zuck battle continues through the launch of Threads. The episode wraps with a conversation about the impact of interest rates on different parts of the inflation battle.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].

Famed Colorado restaurant Casa Bonita won't use tipping. Skippy hits on economic growth happening in the Southeast US. Doogles is loving a recent Collab Fund piece "A Few Questions". Skippy discusses Morningstar's survey on why people pick financial advisors. The episode wraps with Gen Z's views on retirement and saving the world by printing and distributing $2 trillion.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].

Elon Musk and Mark Zuckerberg have decided to fight in a cage match. Warren Buffett is amazing. TransDigm shows CEOs can sell stock and still be bullish. Doogles walks through a Morningstar piece on portfolio mistakes. Skippy covers the benefits of living abroad and self awareness. The episode wraps with a recent interview of Bill Ackman by Harry Stebbings.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].

Nikola Jokic responds to the Nuggets winning the championship as only he would. Reddit under fire for charging for API usage. Skippy lays out clear IRS data on where it should focus its audits. Doogles takes issue with corporate profits. Americans see tipping getting out of control. The episode wraps with Nvidia leadership selling shares, Cathie Wood buying Meta, and the continued divergence of growth vs. value.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].

Casa Bonita is back in Colorado! Apollo's CEO says there's no alpha in the market. Skippy's Dave Ramsey disappointments continue. Doogles doesn't like Vegas changing the gambling odds. Skippy celebrates Messi coming to the US. Doogles compares Brandon Marsh's controlled aggression in baseball to good investing practices. The episode wraps with Skippy's decision on betting against Nvidia, and a great post by Nick Maggiulli on being rich and desperate.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].

Nvidia is even too expensive for Cathie Wood. Skippy highlights the historical performance of the top 10 market cap stocks before and after they join the top 10. Doogles is foolishly amazed at how little cash the US government has relative to billionaires' net worth. What does Dollar General's performance say about the state of the US economy. The episode episode wraps with a breakdown on the cost allocation for food delivery apps.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].

I know we said this was a week off, but Skippy couldn't hold back — even though he's galavanting about Europe. We have a short emergency pod, hitting on Nvidia's uncanny rally continuing, current performance concentration in the S&P 500, the ascent of South Korean food, and the negative correlation between investment experience and investment confidence.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].

On a quest for ridiculous things, Skippy hits on Michael Burry's portfolio and Nvidia's current valuation. Doogles is still interested in Japanese stocks. Skippy shakes his head at people throwing their money at the ChatGPT Portfolio. Doogles is saddened by the state of financial literacy in the US, backed by a recent research paper. The episode wraps with an overview of GMO's latest piece, and a homage to Sam Zell.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 ponders what we choose to measure and what we don't — centered around the NFL teams' varying travel schedules. Then he discusses Stan Druckenmiller's recent USC doom and gloom speech. Doogles fanboys over parts of the Berkshire Hathaway annual meeting. Skippy hits Doogles-inspired hot buttons: Robinhood, Twilio, and Cathie Wood. The episode wraps with a quick take on Propublica's recent piece on 'We Buy Ugly Houses'.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 marvels at how AI is changing...meaning Allen Iverson to Artificial Intelligence. Skippy takes the Warren Buffett challenge. Doogles walks through a recent AQR report on international diversification. Skippy can't believe that UC schools students are fighting to live on camp sites with current lack of affordability. The episode wraps with people being more worried about bank safety now than in 2008, and Chegg's stock hit on ChatGPT fears. 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 explores how much more money it would take for millionaires to be happy. Doogles covers a research paper on global stock wealth creation over the last 30 years. Skippy hates earnings week. Commercial real estate is not looking so good (REITs, anyone?). The episode wraps with talking about how rampant fraud is out there, and an article by Jason Zweig on college classes picking stocks for the long term.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].

Another CEO video, another foot in mouth — this time by the CEO of MillerKnoll. Doogles is impressed with Taylor Swift's financial savvy. Skippy is upset about the Tesla price drops, and then hits on a Conference Board report on economic leading indicators. Doogles talks through a software developers take on the impact of ChatGPT. The episode wraps with someone's ridiculous valuation of their own time, and an Atlantic article on the Myth of the Broke Millennial.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 things off with two deep thoughts style quotes. Doogles uses the recent Warren Buffett interview with CNBC to quiz Skippy. Then they go into a series of quick hits on Jim Simons, staying invested, labor participation, Kohl's, Cathie Wood and more! The episode wraps with Doogles spitting a hot, and likely wrong, take on inflation.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].

Tech workers are saying that the main thing they don't do is...work. Doogles walks through Jason Zweig's seven traits of great investors. Skippy continues to watch the real estate market head toward bad. Doogles mocks active manager performance. The episode wraps with Skippy's amazement at Alan Greenberg's commitment to saving money for Bear Sterns in the 1980s.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].

Seoshin, host of the Seafarer Investor Podcast, interview Skippy and Doogles about their investing styles, what books they recommend, and what it's like to do the pod. Appreciate you, Seoshin, and hope you all 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 is concerned that Americans fear for the worst. Skippy likes free markets, so questions the new Los Angeles "mansion tax." Doogles gets amped about executives trading the stocks of their competitors. Skippy reviews an article about the spending and investments of people with less than $1 million at retirement. The episode wraps with nonsense interest rate expectations and a fraud score created by some smart academics.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 tackle some great listener mail asking why banks are always at the center of crises, and are any banks doing it right? Then they eye a few potential opportunities in the market. The episode wraps with a debate on what they would do next week if they were Jerome Powell — to raise or not to raise.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 thinks the world has gone too far with the new "body doubling" trend of watching other people work online. Skippy highlights how dividend investing during inflationary periods has historically paid...well, dividends. Doogles loves Bill Ackman's Covid trio investing homeruns. Skippy covers a great post about debating whether housing should be viewed as an investment. Then, what the people really want — what the heck happened with Silicon Valley Bank?? The episode wraps with a quick hit on betting on the WWE.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 nerds out on a Todd Combs interview from the 2022 Graham and Dodd breakfast, looking at how Warren Buffett, Charlie Munger and Todd Combs analyze companies. Skippy highlights the fact that housing in America is historically unaffordable. Doogles shows that most goods and services that people need are also historically unaffordable. The episode wraps with quick hits on InvestmentGPT, whether it's time to buy bonds and the nonsense that is WeWork.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 appalled at Edward Jones' investment fees. Doogles finds Tim Ferriss' question asking at the 2008 Berkshire Hathaway meeting adorable. Skippy falls out of his chair at the number of developers working on Bitcoin's core. Doogles highlights a Twitter thread about A16Z. The episode wraps with the Airbnb bubble, AQR's 2022 performance and listener mail about climate change and Coinbase.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 uses Winnie the Pooh's new horror film to spark a debate about "iconic copyrights". Skippy honors Charlie Munger's most recent curmudgeonry. Doogles explores a recent New York Times piece exploring an off the wall Bing AI experience. The episode wraps talking about stock buybacks and the dominance of the NFL.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 learns more about Adam Neumann's company Flow, and is not impressed. Doogles fears for the future of Affirm and buy now, pay later. Skippy is entertained by college football economics. Pessimism continues to rule humanity. The episode wraps with a conversation about having a healthy relationship with money, the AI battle between Google and Microsoft, and continued layoffs.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 asks whether executive compensation, and humans' need for more, has gone too far. Doogles highlights a post from Investment Talk that walks through value investor Seth Klarman's 20 lessons from the Great Financial Crisis of 2008. Skippy talks about the book The Wealthy Barber, which Doogles finally read. Doogles walks through Greenlight Capital's most recent investor letter. The episode wraps discussing how US consumers are hurting, the current take on Meta's stock, and a research report analyzing the correlation of perceived penis size to wanting to buy expensive sports cars.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 lays out who wins and loses in the rewards credit cards game. Doogles pleads for the Belfer family to stop investing. The Anti-Jim Cramer Twitter account is on fire these days. Doogles walks through a study of active fund managers, and their views on the active vs. passive debate. Skippy wraps the episode discussing Bill Gurley's recent guest appearance on the Tim Ferriss Show podcast.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 agrees that tech needs to stop doing stupid stuff that lead to people being laid off. Skippy is scared for the real estate market. Bill Gurley puts out tweets telling startup employees that it's time to get to work. Skippy accidentally joins meme stock mania after Ryan Cohen buys Alibaba stock. Doogles gets nerdy, covering a research paper with stock charts usually not seen. The episode wraps with a quick hit on Schiller CAPE and smart ways to manage excess cash.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 exposes that Tesla may just be a car company, and the importance of understanding fat tails in financial markets. Doogles chronicles the lost decade in Japan. Skippy runs through the economics of public transportation. Doogles is awed by the profile of a young, spry Warren Buffett. The episode wraps with quick hits on Microsoft's potential investment in OpenAI and the constant oversharing by FTX's Sam Bankman-Fried.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" premium subscribers, we do a 2022 portfolio review and talk through our purchases for 2023 (you can sign up here).For all our other valued listeners, we touch on new topics like Skippy and Doogles guest star on the Seafarer Investor Podcast (Apple, Spotify), "rookie traders" leaving the market, Salesforce troubles and an embezzlement scheme based on the movie Office Space. And then we provide a compilation of some of the most popular clips from 2022. 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].