Buffetting with Kass and Mitch

Sep 29 2022 7

Buffetting with Kass and Mitch Podcast artwork

We are Kass and Mitch - a full time value investing couple from Australia, who take contrarian bets when opportunities make sense. We are students of intelligent investing (we don’t think you ever graduate, do you?), practicing in the skill of value and the art of behavioural, hedged by the protection of macro. To enjoy this podcast: You don’t need a mathematics degree. You don’t need to be an economics master. You don’t need to be a fund manager. You just need to be: Open to thinking differently. Curious to explore that difference. And financially literate to profit from it. “It is impossible to begin to learn that which one thinks one already knows.” - Epictetus Twitter: @mitch_dol @kassia_dol Youtube: Buffetting with Kass & Mitch FB/Insta: @buffettingkassmitch

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We Sold Our Bond Shorts! Our bet on higher oil prices and Twitter Q&A

Sep 29 2022 52 mins

A massive catch-up podcast after a crazy busy 3 months. In this episode we cover:- Inflation- How we decided to sell our bond short- How the economics of our business is evolving- The potential supply demand imbalances in the oil market- Where we think interest rates are going as well as probably scaring the crap out of anyone with a variable rate mortgageFor more content you can f

Staying Zen During Market Madness

Jun 16 2022 41 mins

Apologies for poor sound quality for the first 7min (the dishwasher was on). This episode we talk about:Kass' 2 month investing breakSteps taken to control information sourcesPowell's 75 basis pointsInflation's future path based on historyMicro Strategies crazy strategyReal underlying causes of inflation Potentially shorting the housing market through. Aussie banksStaying calm, rat

HODL'ing Our Inflation Hedge & Whats Wrong With Our Species

Mar 27 2022 39 mins

A relaxed late night podcast one month after the onset of a war that almost made us sell our shorts. We discuss our reaction to Russia invading Ukraine, what it has meant for our inflation hedge, the recent moves in the bond market and a few thoughts on human nature and why everyone seems so grumpy.All our content you can be found here:linktr.ee/mitchandkassAlways remember - We are

Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained

Feb 15 2022 39 mins

No sense in having a good hedge unless you're going to look after it. In this episode we discuss updates on the state of inflation in the U.S, updates to our bond short, the flaws we see with the yield inversion argument and the threat of recession. Bit of a heavy one, so we've lightened it up with a hint of cannabis at the end. We hope you enjoy the chat.For more content you can f

We've Changed Our Shorts

Jan 05 2022 30 mins

Happy New Year Buffett Nerds! We've started 2022 by transitioning our bond short over to a new Bond ETF which we think makes more sense, and in this episode we discuss why. Plus some updated thoughts on inflation and the Fed movements. Unfortunately this was recorded before the release of the Fed minutes, so keep that in mind.For more content you can find us on the links below:Twit

That 70's Inflation Show

Dec 12 2021 58 mins

It caused inner city pressure for Marvin Gaye and gave BB King the inflation blues but the question we’re all wondering is what is it? Where does it come from? And what sort of medicine may be required to treat this worldwide economic disease? We talk about why we’re so worried about it and what you can do to protect your portfolio.For more content you can find us on the links

We're Back Baby! (what we've been doing for the past 3 months)

In todays episode we cover all your basics - Alibaba, Uranium, gorilla oral sex, Bitcoin, John Hempton, portfolio attention, the history of our species, weed, Ray Dalio, socialism, the Hudza tribe, Zen and the art of motorcycle maintenance and veganism.We really hope you enjoy the discussion. For more content you can find us on the links below:Twitter: @mitch_dol @kassia_dolYoutube

WTF is an NFT?

Jun 16 2021 38 mins

Are you a HODL'er with FOMO on NFT's? The fact that Buffett and Munger wouldn't have a clue what that sentence means should tell you everything you need to know. But either way, this is the world we live in now and so this episode we're starting with a discussion around what non-fungible tokens (NFT's) actually are and why you should probably continue to ignore them. Just to be tot

Centralised Vs Decentralised - Is Bitcoin a Solution in Search of a Problem?

Jun 16 2021 41 mins

This weeks conversation takes a scenic tour into the wonderful world of financial philosophy and behavioural investing:Soros and Druckenmiller's Alchemy of Finance - "Reflexivity" (1-10min)The ethos behind Bitcoin/crypto against a backdrop of humanity and our financial system (10-20min)The real cause and catalyst for the US housing market crash - "Moral Hazard" (20-28min)The real p

Are we in a meme-stock crypto bubble & what can we do about it? Plus some thoughts on the overlap of religion and investing...

May 30 2021 41 mins

Gaming nerds are duelling hedge funds on the stock market battlefield. Everyone’s mother knows what a SPAC is. Stocks are now called Stonks and they can only go up. Friends you’ve once bored with investing talk are now calling you with their hot stock tips of the week. Spiffy pops are a daily occurrence and intelligent value investing is apparently dead. Is this whole new world