14 episodes
Buffetting with Kass and Mitch Kassia and Mitchell Dol
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- Business
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5.0 • 1 Rating
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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
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 mortgage
For more content you can find us on the links below:
Twitter: @mitch_dol @kassia_dol
Youtube: "Buffetting with Kass & Mitch"
FB/Insta: @buffettingkassmitch
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions. -
Staying Zen During Market Madness
Apologies for poor sound quality for the first 7min (the dishwasher was on). This episode we talk about:
Kass' 2 month investing break
Steps taken to control information sources
Powell's 75 basis points
Inflation's future path based on history
Micro Strategies crazy strategy
Real underlying causes of inflation
Potentially shorting the housing market through. Aussie banks
Staying calm, rational and happy as an investor
For more content you can find us on the links below:
Twitter:
@mitch_dol
@kassia_dol
Youtube:
"Buffetting with Kass & Mitch"
FB/Insta:
@buffettingkassmitch
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions. -
HODL'ing Our Inflation Hedge & Whats Wrong With Our Species
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/mitchandkass
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions. -
Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained
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 find us on the links below:
Twitter:
@mitch_dol
@kassia_dol
Youtube: "Buffetting with Kass & Mitch"
FB/Insta: @buffettingkassmitch
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions. -
We've Changed Our Shorts
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:
Twitter:
@mitch_dol
@kassia_dol
Youtube:
"Buffetting with Kass & Mitch"
FB/Insta:
@buffettingkassmitch
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions. -
That 70's Inflation Show
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 below:
Twitter:
@mitch_dol
@kassia_dol
Youtube:
"Buffetting with Kass & Mitch"
FB/Insta:
@buffettingkassmitch
Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.
Customer Reviews
Absolutely fantastic
Absolutely amazing podcast! Professional, fun and informative. What else could you ask for!