In this episode we take a look at the ups and downs of the US stock market since the November 2024 election. We consider how political and economic matters rarely turn out as first anticipated by the investor and how the value investor will do best to tune out from this noise.

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In this episode we take a look at investment in bonds, a subject Graham had an awful lot to say about. We will consider how through sensible bond selection, investors can add an extra layer of diversity to their portfolio which may allow them the extra liquidity required to profit from falling markets.

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In this episode we consider the events of the Great Depression beginning in 1929. We examine why without a financial super power willing and able to bail out the global financial system, the events of 1929 quickly spiralled into the deepest and longest recession in history. Since then the United States has reliably stepped up to the plate to stabilize the global economy during subsequent shocks but with the administration now looking to tread a more isolationist path can we still assume they will take on this role in the future?

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In this episode we take a look at the interesting case of Billy Beane, the Scout and General manager of the Oakland A's baseball team. Beane took the skills learnt from value investment into the selection and recruitment of undervalued players using quantitative performance data. This allowed middling team with a small budget to compete with the big boys in the sport. We consider the similarities between what Beane did with the Oakland A's and value investment on the stock market and what we can learn from it.

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In this episode will consider the implications of Artificial Intelligence on Value Investing. Will bots that can do a better job than any human of crunching the data make value investment redundant? Or is there hope yet that value opportunities will remain abundant long into the future?

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In this edition we consider how political shocks can effect the investment landscape and why those following the Graham framework can not only survive but profit from difficult times.

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In this edition we take a look at the South Sea Bubble of 1720. This event was widely consider to be the worlds first financial crash and Ponzi scheme. We consider how investors of today can learn from the mistakes from the past and why bubbles like this are very likely to occur again in the future.

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In this edition we take at look at Charlie Munger, Warren Buffett's investment soulmate and the only man to rival Benjamin Graham in the shaping of Buffett's financial outlook. We take a brief look at Munger's career and route to becoming Vice President of Berkshire Hathaway as well as comparing Munger and Graham's investment approaches.

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