Buffetting with Kass and Mitch

Kassia and Mitchell Dol
  • 0.0 (0)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

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

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

    09/30/2022

    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.

    52 min
  2. Staying Zen During Market Madness

    06/16/2022

    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.

    42 min
  3. HODL'ing Our Inflation Hedge & Whats Wrong With Our Species

    03/28/2022

    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.

    39 min
  4. Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained

    02/16/2022

    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.

    39 min
  5. We've Changed Our Shorts

    01/06/2022

    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.

    31 min
  6. That 70's Inflation Show

    12/13/2021

    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.

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

    09/27/2021

    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_dol Youtube: "Buffetting with Kass & Mitch" FB/Insta: @buffettingkassmitch 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.

    1 min
  8. WTF is an NFT?

    06/17/2021

    WTF is an NFT?

    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 totally clear, we do not HODL or have FOMO. What is an NFT, and can you make a serious investment case for them? (1-5min) Real world implications of where you invest your dollars and understanding skill over luck (5-12min) Diversification with concentration, an overview of our portfolio structure (12-17min) The value of experience, understanding how wealth gets compounded and the dangers of unregulated speculation (17-23min) Bringing with world of crypto and NFT's back to hard reality and facts (23-29min) Kass' crypto coin wish list (29-33min) The use of leverage, other obvious risks right now and a final rant session (33-38min) We really hope you enjoy the discussion and look forward to sharing more entertaining and (hopefully!) helpful content with you in 2021 and beyond. 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.

    38 min
See All (14)

About

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

Information

  • Creator
    Kassia and Mitchell Dol
  • Years Active
    2021 - 2022
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © Kassia and Mitchell Dol 2021
  • Show Website
    Buffetting with Kass and Mitch