
We are Kass and Mitch - a full time value investing couple from Australia, who take contrarian bets when opportunities make sense. We are students of intelligent investing (we don’t think you ever graduate, do you?), practicing in the skill of value and the art of behavioural, hedged by the protection of macro. To enjoy this podcast: You don’t need a mathematics degree. You don’t need to be an eco... more
| Publishes | Monthly | Episodes | 14 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | EntrepreneurshipBusinessInvesting | ||||

A massive catch-up podcast after a crazy busy 3 months. In this episode we cover:
- Inflation
- How we decided to sell our bond short
- How the economics of our business is evolving
- The potential supply demand imbalances in the oil market
- Wh... more
Apologies for poor sound quality for the first 7min (the dishwasher was on). This episode we talk about:
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Kass' 2 month investing break
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Steps taken to control information sources
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Powell's 75 basis points
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Inflation's future path... more
A relaxed late night podcast one month after the onset of a war that almost made us sell our shorts. We discuss our reaction to Russia invading Ukraine, what it has meant for our inflation hedge, the recent moves in the bond market and a few thoughts... more
No sense in having a good hedge unless you're going to look after it. In this episode we discuss updates on the state of inflation in the U.S, updates to our bond short, the flaws we see with the yield inversion argument and the threat of recession. ... more
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Absolutely amazing podcast! Professional, fun and informative. What else could you ask for!
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #139 |
Listeners, social reach, demographics and more for this podcast.
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Buffetting launched 5 years ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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