Barry Ritholtz speaks with the people that shape markets, investing and business.
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Skippy & Doogles dive into operating margins across industries, break down a wild Morningstar strategy that involved buying 4,000 terrible stocks and made bank. And then debate whether Google just leapt past NVIDIA in the AI chip race.
In this episode:
- Operating margin quiz: Ports vs. Pizza vs. Car Rentals
- A 70% drawdown strategy that might actually work
- Google’s surprise AI + chip resurgence (is Gemini now the AI model?)
- Value investing is still dead…for now
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256 episodes