Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Random Ramblings May 2025

35:18
 
Share
 

Manage episode 482775883 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The episode closes with reflections on how personal preferences influence investing decisions and a detailed breakdown of how sunk costs and overhead can erode biotech value.

______________________________________________________________________

[0:00:00] Podcast intro and episode preview.

[0:02:02] Corporate governance discussion overview.

[0:03:22] Host introduction and podcast growth.

[0:04:16] Topics: market, AI, management, products.

[0:05:09] Market reaction since Liberation Day.

[0:07:26] CEO uncertainty and delayed investments.

[0:11:44] Complacency, speculative vs. cyclical sectors.

[0:12:22] AI as knowledge enhancer for investors.

[0:14:01] AI and sports analogies for change.

[0:18:46] AI impacting future investor skillsets.

[0:22:05] Management interviews and AI impact.

[0:25:24] Trusting vs. over-trusting management teams.

[0:31:44] Selling skills of management vs. investors

[0:34:09] Viral products and parsing endorsements.

[0:38:32] Disliking a product but buying stock.

[0:42:20] Balancing personal preferences with investing.

[0:44:00] Management and sunk costs in biotech.

[0:53:44] Overhead expenses distort trial economics.

[0:57:27] Wrap-up: biotech, books, and future episodes.

Links:

Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

318 episodes

Artwork

Random Ramblings May 2025

Yet Another Value Podcast

68 subscribers

published

iconShare
 
Manage episode 482775883 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor success profiles. Andrew dives into how management teams' sales skills can mislead investors and shares his growing skepticism from biotech engagements. The episode closes with reflections on how personal preferences influence investing decisions and a detailed breakdown of how sunk costs and overhead can erode biotech value.

______________________________________________________________________

[0:00:00] Podcast intro and episode preview.

[0:02:02] Corporate governance discussion overview.

[0:03:22] Host introduction and podcast growth.

[0:04:16] Topics: market, AI, management, products.

[0:05:09] Market reaction since Liberation Day.

[0:07:26] CEO uncertainty and delayed investments.

[0:11:44] Complacency, speculative vs. cyclical sectors.

[0:12:22] AI as knowledge enhancer for investors.

[0:14:01] AI and sports analogies for change.

[0:18:46] AI impacting future investor skillsets.

[0:22:05] Management interviews and AI impact.

[0:25:24] Trusting vs. over-trusting management teams.

[0:31:44] Selling skills of management vs. investors

[0:34:09] Viral products and parsing endorsements.

[0:38:32] Disliking a product but buying stock.

[0:42:20] Balancing personal preferences with investing.

[0:44:00] Management and sunk costs in biotech.

[0:53:44] Overhead expenses distort trial economics.

[0:57:27] Wrap-up: biotech, books, and future episodes.

Links:

Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

  continue reading

318 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play