Skippy and Doogles Talk Investing
Episodes
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...
Sticking Through Thick and Thin w/ Justin Carbonneau (Validea Capital Management)
09 May 2022
Contributed by Lukas
We have a special guest this episode, Justin Carbonneau of Validea Capital Management and co-host of the Excess Returns podcast. Justin has over 20 y...
This Never Happens, Except All the Time
02 May 2022
Contributed by Lukas
Doogles compares Kanye to Twitter. People need to stop buying stock exceptions, as evidenced by over $1 billion lost on options by retail investors d...
Blame It On the P-p-p-p-p-password Sharing
25 Apr 2022
Contributed by Lukas
Skippy kicks off discussing how a Harvard student wrote an article that isn't optimistic about her classmates ability to lead. Doogles is fascinated ...
A Twitter By Any Other Price Would Smell More Sweet
18 Apr 2022
Contributed by Lukas
First up, listener mail on Cathie Wood's permabull status, and some mortgage rates are now below treasuries. Doogles covers a recent Not Boring post ...
Bill Gross' Extraordinary Playlist
11 Apr 2022
Contributed by Lukas
Doogles covers a recent essay by Kenneth French and the 5 things he's learned about investing over the past decades. Skippy gets back on his soapbox ...
Between a JPEG Rock and a Hard Place
04 Apr 2022
Contributed by Lukas
Listener mail points to a story of a man selling his JPEG rock for one millionth of his intended price. Doogles gives an overview of a post called "W...
America's Self-Induced Filibuster
28 Mar 2022
Contributed by Lukas
Doogles goes over a recent post in Full Stack Economics about how America can't build infrastructure fast anymore. Skippy revives his favorite game, ...
One Large Popcorn, Light on the Gold Please
21 Mar 2022
Contributed by Lukas
Doogles makes it back from Vegas, and is convinced people are betting mostly with debt. AMC buys a large stake in a gold and silver mining company (?...
I'll Give You $100K for That Nickel
14 Mar 2022
Contributed by Lukas
Skippy starts off with catching falling knives and the continued cheapness of Alibaba (BABA). Doogles gives some background on the nickel crisis and ...
Your Cash is No Good Here
07 Mar 2022
Contributed by Lukas
Skippy kicks off with some highlights from the NFL Combine and their fashion. Doogles pivots to the Russian stock market closure and the high percent...
Our Hearts Are With Ukraine
28 Feb 2022
Contributed by Lukas
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 comment...
Inspector Gadget Hacks Bitcoin
21 Feb 2022
Contributed by Lukas
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 comment...
Tesla, the King!
14 Feb 2022
Contributed by Lukas
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 comment...
Peeps Be Done Gone Crazy
07 Feb 2022
Contributed by Lukas
You can get more details about the show at skippydoogles.com, show notes on our Substack, and please send comments or questions to skippydoogles@gmail...
I Can Has Sweden?
31 Jan 2022
Contributed by Lukas
You can get more details about the show at skippydoogles.com, show notes on our Substack, and please send comments or questions to skippydoogles@gmail...
Calm Down Chicken Little
24 Jan 2022
Contributed by Lukas
Doogles kicks things off with some listener mail re Goldman Sachs' outlook on the markets. Skippy recaps the terrible performance of some previous hi...
I Feel Tippy, Oh So Tippy
17 Jan 2022
Contributed by Lukas
Dollar Tree customers are feeling "sick to their stomachs" over the 25-50% inflation that's happening over there. Melania Trump is continuing to rele...
Nonsense and Glory [Your 2021 Favorites]
10 Jan 2022
Contributed by Lukas
Skippy and Doogles have a different kind of episode for you today. First up is a ~20 minute preview of a portfolio review pod, which is available to ...
Confusing Buffett, Bernie and Orville
03 Jan 2022
Contributed by Lukas
Welcome to 2022! It's rebalancing time, bringing tears to Doogles' eyes. Next week, Skippy and Doogles are going deep for a special premium episode ...
What a Difference a Year Makes
27 Dec 2021
Contributed by Lukas
Welcome to episode 52 — one year of Skippy and Doogles! We start off with the show's special consultant popping by to give a holiday recap and some...
Who Moved My Cream Cheese?
20 Dec 2021
Contributed by Lukas
The episode kicks off with listener mail — first a quick hit on some other unexplainable rudeness from the Better.com CEO, and then continuing to pu...
Metaversially Controversial
13 Dec 2021
Contributed by Lukas
A friend of a friend tells Doogles that Sex and the City is hurting Peloton's stock. Skippy and Doogles discuss a recent Invest Like the Best podcast...
Some Turkey With a Side of "Audio Issues"
06 Dec 2021
Contributed by Lukas
Skippy eats some crow — first he got the wrong call earlier this year on Jim Harbaugh not performing after a salary cut, and second he said not to i...
ARKK You Kidding Me Right Now?
29 Nov 2021
Contributed by Lukas
Doogles pleads for Cathie Wood to calm down as she starts testing "ARK on Steroids". That transitions in a recent Morgan Housel post called "Experts ...
Never Underestimate Florida Man
22 Nov 2021
Contributed by Lukas
Crypto talk continues in the news — Skippy and Doogles talk Crypto.com buying the naming rights for the Staples Center, ConstitutionDAO's bid to buy...
Your Consumerism is Killing Me
15 Nov 2021
Contributed by Lukas
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...
Tesla vs. the World
08 Nov 2021
Contributed by Lukas
Skippy kicks off with some strong research advice about Series I government bonds, which are paying out 7.12% for this 6 months period. Then he rolls...
Zuck is Officially Off His Rocker
01 Nov 2021
Contributed by Lukas
The episode starts with Skippy and Doogles discussing different types of risks based on a great post this week in Of Dollars and Data called "Risking ...
The DWAC SPAC is BACK
25 Oct 2021
Contributed by Lukas
Skippy and Doogles launch a Substack at skippyanddoogles.substack.com. Doogles starts off the newsletter with a deeper dive on his investment methodo...
NIMBY, NIMBY Everywhere
18 Oct 2021
Contributed by Lukas
Skippy forgets to stay in his lane, and begins to spew "wisdom" about genetics. Then Doogles provides his usual dose of happiness by centering the co...
Hips Don't Lie, But Bank Accounts Do
11 Oct 2021
Contributed by Lukas
Who has two thumbs and is giving up almost $400k per game this year in the NBA? Kyrie Irving. The convo starts with the quizzical nature of that cho...
Nancy Pelosi, Queen of the Markets
04 Oct 2021
Contributed by Lukas
Skippy and Doogles kick things off with some double-threaded listener mail — 1) a nod to a robust investing data website, Nasdaq Data Link; 2) TikTo...
A Future of Negative Interest Rates w/ James Mackintosh (Wall Street Journal)
27 Sep 2021
Contributed by Lukas
Skippy and Doogles developed a recent fascination with a Wall Street Journal article called "Digital Currencies Pave Way for Deeply Negative Interest ...
Narratives Up, Facts Down
20 Sep 2021
Contributed by Lukas
Skippy goes straight Limitless — he had a reading extravaganza these week and brought it to the pod. The episode kicks off with listener mail to gi...
A Broken Market is Still Right Twice a Day
13 Sep 2021
Contributed by Lukas
The episode kicks off talking about how the world keeps moving faster and faster, and what that means for tech and economics (a new book "Exponential"...
Sorry, Jenna, Maybe This NFT Will Help
06 Sep 2021
Contributed by Lukas
A man proposes with an NFT and, surprisingly, it doesn't go well. Skippy and Doogles get some listener mail that has Chamath Palihapitiya podcasting ...
Investing in the Fashion Metaverse
30 Aug 2021
Contributed by Lukas
Skippy kicks off with all the excitement that's currently surrounding Alibaba's stock. Doogles turns off the excitement by talking about the audit in...
Hedgehogs, Foxes, and Woods — Oh My!
23 Aug 2021
Contributed by Lukas
ISAs continue to be a hot topic in listener mail! Someone writes in to call out Doogles and his declaration that ISAs are debt. Then the conversatio...
TINA Scouts Out Some Mobile Homes
16 Aug 2021
Contributed by Lukas
Things start off with some listener mail, adding Income Share Agreements (ISAs) to the conversation about the hidden costs of some types of debt. The...
Buying is Easy, Selling is Harder
09 Aug 2021
Contributed by Lukas
Doogles comes across an inverse ETF targeting ARK innovation — never did we think we'd see an inverse ETF targeting a specific fund manager, but her...
Credit Suisse And the 1000x Rounding Error
02 Aug 2021
Contributed by Lukas
Doogles leads off by talking about how Martin Shkreli uses a rare Wu-Tang Clan album to pay back his debt to the government. Then Doogles looks at th...
Nonprofit Stocks Are All the Rage
26 Jul 2021
Contributed by Lukas
Skippy breaks out some data from the Bureau of Labor and Statistics that shows how Americans spend their money based on age. Then, he grabs some quot...
Don't Trust Teenagers With Your Bitcoin Money
19 Jul 2021
Contributed by Lukas
The conversation around inflation continues! Skippy and Doogles discuss the state of inflation, and whether or not Bitcoin makes sense as a hedge. T...
Like a Bear in a China Shop
12 Jul 2021
Contributed by Lukas
Things kick off with a quiz — what company got acquired last week that Doogles calls the "official indicator of a bubble"? Then they cover Biden's ...
A Dollar, A Dollar, My Kingdom For a Dollar!
05 Jul 2021
Contributed by Lukas
Skippy and Doogles start with a dive into the excitement that is dollar store economics! These companies are money makers, and have historically show...
Delawarean Gumption Moves Markets
28 Jun 2021
Contributed by Lukas
The Roth IRA was created to fuel the retirement savings of 1) middle class Americans, and 2) Peter Thiel. Things kickoff with a discussion of Peter T...
Give Me All Your Inflation, Give Me All Your Debt
21 Jun 2021
Contributed by Lukas
Prices are going up, and Skippy takes notice. He and Doogles discuss inflation over the last 100 years and what that might mean for today. And with ...
Bukele vs the Volcano
14 Jun 2021
Contributed by Lukas
Skippy and Doogles tackle many cryptocurrency topics this week — Microstrategy continues to be Bitcoin crazy, 401ks are adding crypto options, El Sa...
To Cow or Not to Cow, That is the Question
07 Jun 2021
Contributed by Lukas
It's a rare treat to have a company issue stock while simultaneously telling you not to buy it, but AMC did just that. Skippy and Doogles also respon...
Skippy Becomes a Lumberjack
31 May 2021
Contributed by Lukas
Doogles kicks off this episode with an homage to the horrific events of the Tulsa Massacre of 100 years ago on 5/31/1921. It's important to recognize...
Investing Where You Have An Edge w/ Adam Burrows (Managing Partner, Range Ventures)
24 May 2021
Contributed by Lukas
Skippy and Doogles sit down with Adam Burrows, the co-founder and Managing Partner at Range Ventures (an early stage venture capital VC firm). After ...
Blissfully Wasteful Car Wrecks
17 May 2021
Contributed by Lukas
Doogles gets straight doom and gloom out the gate by bringing up the recent fast decline of Taiwan's stock market (the TAIEX). Skippy brings some pla...
Compounding Goodwill w/ William Green (author of Richer, Wiser, Happier)
10 May 2021
Contributed by Lukas
What an episode this one is! Skippy and Doogles take a break from their usual 1:1 banter of glory to sit down with William Green, the author of Riche...
All Your Debt Are Belong to Us
03 May 2021
Contributed by Lukas
Skippy and Doogles kick off the episode by reminding the world that there's debt everywhere — the US is breaking all borrowing records and it's pret...
Let's Talk About Tax, Baby
26 Apr 2021
Contributed by Lukas
Inexplicably, Skippy discusses college town pizza tastes. Then...back to reality, Skippy and Doogles discuss their view on their investment performan...
The Profitability of Unprofitability
19 Apr 2021
Contributed by Lukas
Skippy gives a world class overview of how value investing came to be, starting with the godfather, Benjamin Graham. A heated debate erupts over Tobi...
Hot Takes From the Dimons and the Damons
12 Apr 2021
Contributed by Lukas
Doogles and Skippy review Jamie Dimon's (JP Morgan CEO) 2020 annual shareholder letter and the relative declining importance of big banks. Skippy fol...
Biden's Comin' in Hot!
05 Apr 2021
Contributed by Lukas
Skippy and Doogles kick things off with a quiz about biggest drops for some of the best performing stocks of the last 20 years. Then they hit on alte...
Can't Drive? Blame the Wind
29 Mar 2021
Contributed by Lukas
Skippy continues his claim that Intel will be victorious, and Doogles won't hear it. They talk about the insane Net Asset Value premium that the Bitw...
On the Path to a SPACtacular Disaster
22 Mar 2021
Contributed by Lukas
Skippy hails from beyond his home in this episode taken from the open road of America! After Doogles stumbles to discover Skippy's mystery location, ...
An Ode to Excel
15 Mar 2021
Contributed by Lukas
Skippy and Doogles cover the recent $1.9T (yes, with a T) stimulus package and what this might mean for the economy and the markets. Then there's a s...
Who is talking about Ford Motor Company?
08 Mar 2021
Contributed by Lukas
Doogles got a house! He uses this new found platform as a homeowner to walkthrough a "sexy" (his word, not Skippy's) Harvard paper on city network mi...
Redistribute the Bubble
01 Mar 2021
Contributed by Lukas
Skippy and Doogles' sleuthing uncovers that there might be a slight bubble going on in the housing market. They give some reasons, and hypotheses, as...
The Case of the Cryptic Crypto
22 Feb 2021
Contributed by Lukas
Roaring Kitting makes his presence felt at the Congressional hearing, giving Skippy + Doogles some needed hilarity in their weeks. They're also happy...
HVAC is the New Black
15 Feb 2021
Contributed by Lukas
Bitcoin rears its head once again, this time because Tesla decides to "invest" $1.5 billion in this crypto. Skippy and Doogles discuss the merits of ...
Brady and Buffett Walk Into a Bar
08 Feb 2021
Contributed by Lukas
Jeff Bezos goes out on top! Doogles and Skippy agree this is the way to go, and wonder if Tom Brady should take notice. Skippy talks smack, and call...
GameStop Keeps Printing Tendies
01 Feb 2021
Contributed by Lukas
What else is there to talk about beyond GameStop? Nothing is the answer. Doogles gives a GameStop history lesson and the two debate whether this is ...
The Search for the Deep Cheap
25 Jan 2021
Contributed by Lukas
The stock market stays frothy, and Skippy has a hard time finding undervalued profits. Skippy and Doogles discuss the best stock performance indicato...
The Harbaugh Fire Sale
18 Jan 2021
Contributed by Lukas
Skippy and Doogles dive deep into the Fish Bowl for this one. Skippy discovers that people are giving up their $millions of Bitcoin because they can'...
Will the Real Jack Ma Please Stand Up?
11 Jan 2021
Contributed by Lukas
Doogles gives an update on his China Mobile debacle and then schools Skippy on the history of the world's richest people according to Forbes. Digging...
No one's ever gone wrong by buying a Chinese stock
04 Jan 2021
Contributed by Lukas
Skippy breaks down how he picks his value stocks, and Doogles waxes poetic on momentum. Then they cover Robert Schiller's product marketing prowess a...