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Buffetting with Kass and MitchAuthor: Kassia and Mitchell Dol
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 dont 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 dont need a mathematics degree. You dont need to be an economics master. You dont need to be a fund manager. You just need to be: Open to thinking differently. Curious to explore that difference. And financially literate to profit from it. It is impossible to begin to learn that which one thinks one already knows. - Epictetus Twitter: @mitch_dol @kassia_dol Youtube: Buffetting with Kass & Mitch FB/Insta: @buffettingkassmitch Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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We Sold Our Bond Shorts! Our bet on higher oil prices and Twitter Q&A
Episode 7
Thursday, 29 September, 2022
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- Where we think interest rates are going as well as probably scaring the crap out of anyone with a variable rate mortgageFor more content you can find us on the links below:Twitter: @mitch_dol @kassia_dolYoutube: "Buffetting with Kass & Mitch"FB/Insta: @buffettingkassmitchAlways remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.