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Mania and Smoke Signals in the Markets — with Richard Kramer

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Manage episode 333003975 series 2629939
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

554 episodes

Artwork
iconShare
 
Manage episode 333003975 series 2629939
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.

Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.

Algebra of Happiness: be effective.

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

554 episodes

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