No. of Recommendations: 3
The Rational Reminder pod this week is about Buffett:
https://rationalreminder.ca/podcast/335“What makes Warren Buffett’s investment legacy so iconic, and how has his advice shaped the world of investing? In this episode, we delve into Warren Buffet's investment philosophy and the lessons he offers everyday investors. In our conversation, we unpack the impact of his investment strategies on the financial world, debunk common misconceptions, and discuss how his strategies have changed over time. We also examine the structural barriers to replicating his success, the complexities of scale and changing market dynamics, and the parallels between his approach and modern asset pricing models…”
I’m not convinced that Buffett’s investing can be replicated using factors and a bit of leverage. Good pod, though. There’s a transcript at the link for those that prefer reading.