Andrew Kuhn and Geoff Gannon

Focused Compounding

Scopri risorse e strumenti preziosi per gli investitori, inclusi contenuti di blog perspicaci e QuickFS per l'analisi finanziaria. Connettiti con loro su Twitter o via email.

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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

E473 • 64 mins • Sep 26, 2025

Episodi recenti

Sep 26, 2025

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

E473 • 64 mins

Sep 5, 2025

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

E472 • 62 mins

Aug 29, 2025

Ep 471. Howard Marks’ Memo: The Calculus of Value

E471 • 44 mins

Aug 22, 2025

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

E470 • 62 mins

Aug 15, 2025

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

E469 • 95 mins

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