The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Innhold levert av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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QAV S04E48 – Get Back Omicron
MP3•Episoder hjem
Manage episode 308355308 series 2511970
Innhold levert av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve. In the club edition, we also talk about why we’re not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price. And, of course, The Beatles.
…
continue reading
291 episoder
MP3•Episoder hjem
Manage episode 308355308 series 2511970
Innhold levert av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tony Kynaston & Cameron Reilly, Tony Kynaston, and Cameron Reilly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve. In the club edition, we also talk about why we’re not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price. And, of course, The Beatles.
…
continue reading
291 episoder
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