Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264

Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263

Charlie Kirk and the Cost of Courage – Ep 262

Skin in the Game, Steam in the Ground (Part 3) – Ep 261

Inside Baseball: How We Build Portfolios (Part 2) – Ep 260

Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259

The Baltics, Europe’s Pragmatic Rising Stars – Ep 258

Warren Buffett and the Berkshire Hathaway Paradox – Ep 257

Redefine “value” in this era of the US stock market – Ep 256

A Brief Rant on Tesla & Musk – Ep 255

2025 IMA Annual Client Meeting

Current Thoughts on Tesla – Ep 254

Europe Can’t Hide Behind America Anymore – Ep 253

The Reputational Bankruptcy of the American Dollar – Ep 252

Tariffs, Debt, and a Recession by Design – Ep 251

The Paranoid Russian Jew Approach to Investing – Ep 250

It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

Q&A Series: Diversification and Position Sizing in Investing – Ep 248

The Hidden Advantages of Investing from NOT New York City – Ep 247

DeepSeek Breaks the AI Paradigm – Ep 246