Skippy and Doogles Talk Investing
Episodes
Tap That Social Security, Baby
08 Apr 2024
Contributed by Lukas
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 blunder...
Absolutely Never Always Use Absolutes
01 Apr 2024
Contributed by Lukas
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 ...
[Replay] The Market Has the Mouth of a Saylor
25 Mar 2024
Contributed by Lukas
This is a replay of episode 77 from 2022.Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the impo...
Six of One and 4000 Billion of the Other
18 Mar 2024
Contributed by Lukas
Doogles talks through the most wealth destroying funds of the past decade. Skippy highlights the top 10 highest rated investment books. Doogles cont...
Norway Or the Highway
11 Mar 2024
Contributed by Lukas
Skippy talks about how Norway's sovereign wealth fund is thinking about getting into private equity. Doogles covers UBS' most recent global yearbook....
It's Coal, It's Got the Juice
04 Mar 2024
Contributed by Lukas
Things kick things off with listener mail on an interview with David Einhorn from Greenlight Capital. Doogles declares that the time of loosey goosey...
I Like to Be In America! For a Small Fee in America!
26 Feb 2024
Contributed by Lukas
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 tec...
ETF Yields So Hiiiiiiiiigh, High Above Me
19 Feb 2024
Contributed by Lukas
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...
Choke the Woke, End Up Broke
12 Feb 2024
Contributed by Lukas
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 migh...
Smart Money Bets on Liberty Biberty
05 Feb 2024
Contributed by Lukas
New Goldman Sachs report continues to say bet on America. Baupost, Point72, Berkshire and more are making an arbitrage bet on Liberty SiriusXM. TikT...
Housing is a Lens Into Civilization w/ Conor Dougherty (author of Golden Gates)
29 Jan 2024
Contributed by Lukas
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...
Celebrating That Rent-a-Center Culture
22 Jan 2024
Contributed by Lukas
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 match...
Dat Money Be Gone
15 Jan 2024
Contributed by Lukas
Skippy and Doogles cover listener mail on a blogger turned investor named Eddy J Elfenbein. Doogles is interested in the concept of expiring money. ...
Running 5Ks Does Not An Investor Make [2023 Episode Compilation]
08 Jan 2024
Contributed by Lukas
For "I Roll With Skippy & Doogles" annual premium membership subscribers, we cover last year's portfolio performance (+26% for Skippy, +31% for Do...
Bird Bird Bird, the Bird Ain’t the Word
01 Jan 2024
Contributed by Lukas
Doogles gives a recap of ARKK's 2023 performance. Skippy hits on performance highlights of different assets during the year. Doogles talks about the...
When They Move, We Move, Just Like That
25 Dec 2023
Contributed by Lukas
The episode kicks off with listener mail on UPenn wunderkind value investors and Congress continuing to trade on individual stocks. Doogles takes awe...
Rich Elon, Poor Elon
18 Dec 2023
Contributed by Lukas
Doogles kicks off with listener mail on a playful strategy of buying the dip on anti-wokism. He then covers a piece on Elon Musk's financial troubles...
All You Can Eat Debt Buffet
11 Dec 2023
Contributed by Lukas
Doogles walks through the economics of all you can eat buffets. Skippy drops a few more Charlie Munger quotes and discusses the recent interview betw...
Feeling That Munger Hunger
04 Dec 2023
Contributed by Lukas
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...
Junk Bonds Got the Yields to Make Your Booty Go Smack
27 Nov 2023
Contributed by Lukas
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)....
I Do Not Like It Sam I Am
20 Nov 2023
Contributed by Lukas
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 econom...
Just Stop, Dave Ramsey
13 Nov 2023
Contributed by Lukas
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...
Ye And His Adidas Do the Illest Things
06 Nov 2023
Contributed by Lukas
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 ...
Free Will(y)
30 Oct 2023
Contributed by Lukas
Skippy rips Doogles on his Twilio position. Doogles covers a recent Wall Street Journal article about mini-millionaires. Skippy discusses the existe...
Snitches Get Riches
23 Oct 2023
Contributed by Lukas
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 blo...
Slimmer Waistlines, Slimmer Returns
16 Oct 2023
Contributed by Lukas
Doogles goes down a professorial rabbit hole about weight loss drugs — Ozempic, Wegovy and Mounjaro — and their impact on the stock market. Skipp...
Impendio Infinitus
09 Oct 2023
Contributed by Lukas
Doogles continues his tirade on company spending after reading a Wall Street Journal piece on US consumers acting like there's no tomorrow. Skippy ta...
For the Love of the Fat Bears
02 Oct 2023
Contributed by Lukas
Skippy and Doogles answer listener mail about some individual stock listener mail. Doogles hits on the difference between inflation rate and price l...
Government Does Itself No Favors
25 Sep 2023
Contributed by Lukas
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 a...
Would a Stock Without a Dividend Earn As Sweet?
18 Sep 2023
Contributed by Lukas
Doogles takes guidance from Mr. Money Mustache on what to do with your money in this "high interest rate" environment. Skippy schools in the differen...
Indebted and Fretted
11 Sep 2023
Contributed by Lukas
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 ET...
Getting My Stock Tips At Auntie Anne’s
04 Sep 2023
Contributed by Lukas
Skippy spits knowledge on Nike shoe margins. Doogles tackles listener mail about mean reversion. Skippy has quick hits on Tesla price cuts and Nvidi...
SPAC’d In the Face With Reality
28 Aug 2023
Contributed by Lukas
Chamath gets called out (again) for the poor performance of his SPAC empire. Doogles discusses a blog post about KPI psychosis. Skippy hits on marke...
When I Rich, You Rich, We Rich
21 Aug 2023
Contributed by Lukas
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 A...
A Mighty Big Bite of the Apple
14 Aug 2023
Contributed by Lukas
Doogles highlights an Axios piece on how America might be losing its hustle. Skippy questions Berkshire Hathaway holding such a large position in App...
Retire? I Don’t Even Know Her!
07 Aug 2023
Contributed by Lukas
Doogles talks about Americans' retirement readiness (spoiler alert: they're not ready). Skippy recaps some points from the Bill Perkins book Die With...
Seeing the World Through Yellow Colored Glasses
31 Jul 2023
Contributed by Lukas
Skippy drops knowledge about running a rental car business in Dubai. Yellow trucking is going bankrupt after 99 years. Doogles covers a Collab Fund ...
We Will All Be Robots Soon
24 Jul 2023
Contributed by Lukas
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...
TayTay Day
17 Jul 2023
Contributed by Lukas
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...
Gotta Lose Money to Make Money
10 Jul 2023
Contributed by Lukas
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 ...
Things Are Going South
03 Jul 2023
Contributed by Lukas
Famed Colorado restaurant Casa Bonita won't use tipping. Skippy hits on economic growth happening in the Southeast US. Doogles is loving a recent Co...
The Billionaire Death Match
26 Jun 2023
Contributed by Lukas
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 bul...
Nuggets of Wisdom
19 Jun 2023
Contributed by Lukas
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 ...
When Puts Comes to Shove
12 Jun 2023
Contributed by Lukas
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 l...
All Hail the Salvatious Seven
05 Jun 2023
Contributed by Lukas
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...
From the Pub to Your Ear Buds
29 May 2023
Contributed by Lukas
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, hitti...
Scurry Burry Investing Up a Flurry
22 May 2023
Contributed by Lukas
On a quest for ridiculous things, Skippy hits on Michael Burry's portfolio and Nvidia's current valuation. Doogles is still interested in Japanese st...
Mungermania LVIII
15 May 2023
Contributed by Lukas
Skippy ponders what we choose to measure and what we don't — centered around the NFL teams' varying travel schedules. Then he discusses Stan Drucke...
No Pain, No Premium
08 May 2023
Contributed by Lukas
Doogles marvels at how AI is changing...meaning Allen Iverson to Artificial Intelligence. Skippy takes the Warren Buffett challenge. Doogles walks t...
I Feel REITs In My Fingers, I Feel REITs In My Toes
01 May 2023
Contributed by Lukas
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 ...
One Way Ticket Out of Pity City
24 Apr 2023
Contributed by Lukas
Another CEO video, another foot in mouth — this time by the CEO of MillerKnoll. Doogles is impressed with Taylor Swift's financial savvy. Skippy i...
Turning Kohl's Into Diamonds
17 Apr 2023
Contributed by Lukas
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...
No Work And All Play Makes Jack A Dull Boy
10 Apr 2023
Contributed by Lukas
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 con...
Two Good Friends and a Microphone [Seafarer Investor Podcast Interview]
03 Apr 2023
Contributed by Lukas
Seoshin, host of the Seafarer Investor Podcast, interview Skippy and Doogles about their investing styles, what books they recommend, and what it's li...
Stay In Your Lane, Liam Neesons
27 Mar 2023
Contributed by Lukas
Doogles is concerned that Americans fear for the worst. Skippy likes free markets, so questions the new Los Angeles "mansion tax." Doogles gets ampe...
Why Can't Banks Just Be Normal?
20 Mar 2023
Contributed by Lukas
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 e...
You Down Wit SVB? Yeah FDIC!
13 Mar 2023
Contributed by Lukas
Doogles thinks the world has gone too far with the new "body doubling" trend of watching other people work online. Skippy highlights how dividend inv...
America’s Got 99% Problems And Housing Is One
06 Mar 2023
Contributed by Lukas
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 anal...
Fees, Sir, I Want Some More
27 Feb 2023
Contributed by Lukas
Skippy is appalled at Edward Jones' investment fees. Doogles finds Tim Ferriss' question asking at the 2008 Berkshire Hathaway meeting adorable. Ski...
Munger Don’t Care About You Or Anything That You Do
20 Feb 2023
Contributed by Lukas
Doogles uses Winnie the Pooh's new horror film to spark a debate about "iconic copyrights". Skippy honors Charlie Munger's most recent curmudgeonry. ...
Beware the Sharknado Recession
13 Feb 2023
Contributed by Lukas
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...
Johnny Needs a Fast Car
06 Feb 2023
Contributed by Lukas
Skippy asks whether executive compensation, and humans' need for more, has gone too far. Doogles highlights a post from Investment Talk that walks th...
Simply the Best, Worse Than All the Rest
30 Jan 2023
Contributed by Lukas
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 Twi...
Fantastical Rates and Where to Find Them
23 Jan 2023
Contributed by Lukas
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 Gurl...
I Left My Wallet in El Tokyo
16 Jan 2023
Contributed by Lukas
Skippy exposes that Tesla may just be a car company, and the importance of understanding fat tails in financial markets. Doogles chronicles the lost ...
Office Space is a Comedy, Not a Blueprint [2022 Episode Compilation]
09 Jan 2023
Contributed by Lukas
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 her...
Closing Out An Eggstraordinary Year
02 Jan 2023
Contributed by Lukas
Doogles is amazed at the rise in egg prices, and how the current avian flu gets no attention. Skippy points out how much people are spending on their...
Bow Knows This And Bow Knows That
26 Dec 2022
Contributed by Lukas
Skippy covers the importance of chance and the movie It's a Wonderful Life. Doogles is McLovin the fact that FTX execs are flipping like flapjacks. ...
Deion Sanders Up In China
19 Dec 2022
Contributed by Lukas
Doogles wonders if the White House leak of the CPI report is real. Skippy can't believe that Cathie Wood thinks that Zoom growing by 10x is the worst...
The Pied Piper of New York City
12 Dec 2022
Contributed by Lukas
NYC is looking for a rat czar, and Skippy might be interested. Doogles covers Fred Wilson's take on real estate and public stocks. Skippy covers the...
Little Caesars is Dead, Long Live Little Caesars
05 Dec 2022
Contributed by Lukas
There's one week left in the 60% off premium sale! Skippy drops knowledge on the top food joints in America. Doogles walks through an article on how ...
You Gotta Spend Money to Spend Money
28 Nov 2022
Contributed by Lukas
It's Episode 100! To celebrate, for 2 weeks take 60% off premium subscriptions to the show — thank you for supporting!Skippy rants about the "buy m...
The SEC Doesn't Regulate Poop Emojis
21 Nov 2022
Contributed by Lukas
Doogles covers recent happenings in the South Korean bond market caused by a fiasco at Legoland. Skippy heads back to FTX coverage, including its ass...
Angela Lansbury Would Be Disappointed
14 Nov 2022
Contributed by Lukas
Elon Musk unleashed the blue check mark and the internet goes wild. The crypto exchange, FTX, shows its true colors...and they don't look good. Elon...
Welcome to the Janet Jackson Market
07 Nov 2022
Contributed by Lukas
Skippy learns that if you win the lottery, don't tell your family. Skippy and Doogles debate the Alibaba investment thesis. Doogles is way too excit...
It's Cool to Be Kind w/ W. David Marx (author of Status and Culture)
31 Oct 2022
Contributed by Lukas
Skippy and Doogles chat with W. David Marx, author of Status and Culture. David discusses what creates status in society, the economics of status, th...
Sideways Markets From Wayside School
24 Oct 2022
Contributed by Lukas
Skippy and Doogles cover some bear market history to give a sense for how long this thing could last. They review JP Morgan's most recent Guide to th...
Wood You Mind Slowing Down?
17 Oct 2022
Contributed by Lukas
Even Taco Bell can't escape this bout of inflation. Doogles can't comprehend how the Wall Street Journal let a recent stock diversification article g...
Can You Keep Up? FDR Make Me Lose My Breath
10 Oct 2022
Contributed by Lukas
Ray Dalio steps down from Bridgewater Associates, going out on top. Skippy thinks the UN is out its lane by asking central banks to halt rate increas...
Housing Be Beamin' While the Market's Screamin' Lehman
03 Oct 2022
Contributed by Lukas
Skippy and Doogles release a premium episode hitting on some of their recent buys (you can become premium here). Cathie Wood is back to spewing econom...
Weak Ties, Strongly Held
26 Sep 2022
Contributed by Lukas
Skippy covers a recent study by LinkedIn on the value of weak ties and criticism about the study from a New York Times piece. Doogles enjoyed points ...
Peloton is the Jim Cramer of Companies
19 Sep 2022
Contributed by Lukas
Kyle Bass captures the market's state of affairs perfectly on Meb Faber's podcast. Skippy highlights that banks are now losing deposits. Doogles con...
Interest Rates Are Up…But Not For Your Savings
12 Sep 2022
Contributed by Lukas
Doogles raises up a report by GMO calling for the fall of the "Superbubble". Skippy discusses banks, interest rates, and why big banks aren't keeping...
It's Not Right, And It's Not OK
05 Sep 2022
Contributed by Lukas
AMC's executives stay savvy and keep cashing out. Doogles is into Morgan Housel's "Big Beliefs" and simplification. Skippy is not surprised that folk...
It’s APE’s World, We Just Live In It
29 Aug 2022
Contributed by Lukas
Skippy learns that Kevin Durant is rich. The most creative listener mail to date throws shade at A16Z and Adam Neumann for the recent investment in F...
Out of the Frying Pan, Into the Prison
22 Aug 2022
Contributed by Lukas
Skippy is fascinated with car wash roll ups. Doogles wonders why Gen Z isn't saving, but is betting big on Bed Bath & Beyond. Skippy puts out a ...
Playing Hot Potato With Dynamite
15 Aug 2022
Contributed by Lukas
Doogles confuses Skippy with an Indian man that sued Indian Railways for $0.25. They review the Inflation Reduction Act. Skippy kicks off a discussi...
The Predictive Power of Trousers and Trainers
08 Aug 2022
Contributed by Lukas
Doogles revisits the discussion around the Fed raising interest rates all at once. Skippy raises the price to sales ratio of the recent purchase of t...
TINA and TASA in a TUSSLE
01 Aug 2022
Contributed by Lukas
The episode kicks off with the White House hedging on the definition of a recession. Doogles covers a post by Morgan Housel about the power of patte...
The Value In Preparation w/ William Green
25 Jul 2022
Contributed by Lukas
William Green (author of Richer, Wiser, Happier) joins the podcast for the second time. It's a great conversation where we discuss what he learned si...
Powell, Just Get On With It Already
18 Jul 2022
Contributed by Lukas
Skippy quizzes Doogles on the most beer guzzling US states. Doogles reviews topics covered in the May 2022 Sequoia Capital deck "Adapting to Endure" ...
Post Malone Saves the Metaverse
11 Jul 2022
Contributed by Lukas
Post Malone gives Doogles more confidence in the metaverse. Skippy recaps the book "Nickel and Dimed" in a convo about news deserts and socioeconomic...
Is Radio Shack the Next Berkshire Hathaway?
04 Jul 2022
Contributed by Lukas
Skippy recaps stock performance for the first half of the year (spoiler alert: it's not good). Doogles is enamored with Radio Shack's tweets. Skipp...
Dear Bitcoin, Do You Know How Hedges Work?
27 Jun 2022
Contributed by Lukas
Doogles dives into some 2000-2003 stock charts to discuss bear market rallies. Skippy covers another youngmoney.co post on not giving financial advic...
The Market Has the Mouth of a Saylor
20 Jun 2022
Contributed by Lukas
Doogles recaps an article from The Atlantic about ending the "millennial subsidy." Skippy discusses the importance of companies adjusting right now t...
When Bees Are Fish, No Portfolio Is Safe
13 Jun 2022
Contributed by Lukas
In California, bees are now legally considered fish...Doogles doesn't know exactly how, but he feels that this will somehow bring down the market. Li...
Don't Slap Grandpa at Costco
06 Jun 2022
Contributed by Lukas
Doogles recaps a post from The Hustle about people being irrational (especially at Costco) about free stuff. Skippy hits on a CFO survey explaining h...
Blue Chips and Red Crackers
30 May 2022
Contributed by Lukas
Doogles is excited about the optimism that Jason Zweig brings in a recent Wall Street Journal article, and then Skippy rains on his parade. Skippy re...
If Being Rich is Sexy, Getting Rich Sure Isn't
23 May 2022
Contributed by Lukas
Doogles recaps a great New York Times piece on a who are the rich in America and what creates happiness. Skippy discusses that the biggest market cap...
Numbers Don't Matter in Canada
16 May 2022
Contributed by Lukas
The markets continue to fall, setting records held for decades and/or centuries. Skippy and Doogles start with a classic value vs. growth debate on w...