Podcast
Skippy and Doogles Talk Investing
Hosted by Skippy and Doogles · EN
For years, two of the world's greatest investing minds, Skippy and Doogles, have debated their investing philosophies. They started recording their phone calls to bring that stock market wisdom to the masses. Buckle up, because you never know where these conversations might go, and what kind of priceless investment knowledge will soon hit your mentals.
42episodes
Episodes
Newest firstAll episodes
Booz, Buffett, and Billionaires
Mar 3, 2025Tap to summarizeSkippy looks at Booz Allen Hamilton’s wild government contract dependency and what happens when the political winds shift. Doogles breaks down Warren Buffett’s latest (and maybe last?) Berkshire Hathaway annual letter. Skippy highlights how the top 1% now account for 50% of U.S. consumer spending, and asks what that means for markets. The episode wraps with some listener mail about how politics and morality should or shouldn't play in investment decisions.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →First There Was the War, Then the Capitulation
Dec 23, 202400:42:09Tap to summarizeSkippy highlights the financial incongruence of NFL quarterbacks. Doogles shakes his head at a Techcrunch piece on Databricks waiting to go public. Skippy talks through US vs European value creation. The episode wraps with a discussion on entropy and its connection to investing.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Pop Goes the Bubble ‘Cause the Bubble Say Pop
Dec 16, 202400:49:38Tap to summarizeSkippy quizzes Doogles on a variety of topics and Doogles fails all of them. Then they go into the depths of listener mail, first talking about whether macro conditions and business environment justifies currently high Buffett Indicator levels, and then exploring another argument in favor of Bitcoin.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →While Your Feet Are Stomping And the Coins Is Pumping
Dec 9, 202400:45:05Tap to summarizeDoogles talks about the current mindset of the American worker. Skippy talks market valuations in the US and parlays that into a conversation about pump.fun and the creation of meme coins. The episode wraps with Michael Saylor pitching Microsoft on buying Bitcoin and Howard Marks' latest memo about asset allocation.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Oh The Places Stocks'll Go
Dec 2, 202400:41:50Tap to summarizeSkippy returns from his Asian conquests and discusses the value in looking at international stocks. They discuss how hard it is to find a 200 bagger...and how long it takes to get there. The episode wraps discussing the "real value of money".Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →The Quest for Insufferable Geniuses w/ Josh Scott and Adam Burrows
Nov 25, 202400:53:06Tap to summarizeSkippy is out searching for new companies to invest in within the great continent of Asia, so Doogles is handling this one solo...but with two special guests. Josh Scott is an entrepreneur and investor who has also led multi-billionaire dollar businesses at eBay. Adam Burrows leads an early stage venture capital firm, Range Ventures, and is a former operator himself. It's a great conversation about the current state of the investing landscape and what comes next.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Doogles Jumps the Shark
Nov 18, 202400:39:00Tap to summarizeSkippy apologies and congratulates Theo on his polymarket victory. Doogles quizzes Skippy on the best YTD stock market performances through October. Doogles talks whether or not the AI bubble is behind us or ahead of us, using a recent Bridgewater report. The episode wraps by throwing shade at Chamath and discussing America's two economies.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Curmudgeonry McMuffinry
Nov 4, 202400:39:13Tap to summarizeSkippy talks through Jason Zweig’s list of market grievances in his latest commentary in the Intelligent Investor. Some French dude is betting $30 million on a Trump election victory. Douglas is excited that for profit tutoring might be back in China. The Dwayne Wade statue is used as a field goal distraction. The episode wraps with tax advantaged accounts, Jeff Bezos stock selling and the ultimate McDonald’s quandary.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Millennials Do Debt Better
Oct 28, 202400:38:09Tap to summarizeIt's the 200th episode, people! Doogles starts off talking about the finances of millennials vs. baby boomers in the US. Skippy raises Invest America's idea of giving everyone "baby stocks". Doogles compares food prices in the US to other countries. The episode wraps discussing education costs and the YTD best performing years for the S&P 500.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →Mr. Statman, Bring Me Some Risk
Oct 21, 202400:33:04Tap to summarizeDoogles covers a recent Ben Carlson piece on the importance of the sequence of returns in investing. Skippy likes a breakdown by Professor Statman about the different types of risk we should all take into account — investment, career, and social. The episode wraps with a discussion about richer households driving consumer spending in the US, and Visa being such a well run company.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Transcribe →