Mania and Smoke Signals in the Markets — with Richard Kramer
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.
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A detailed readable summary organized by chapter or topic.
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A comprehensive, source-grounded extraction of the reusable knowledge in an episode.
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A comprehensive extraction focused on health practices, protocols, claims, and safety caveats.
A comprehensive extraction focused on opportunities, strategy, markets, and company building.
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