Ulti

https://podcasts.apple.com/us/podcast/the-economics-of-the-energy-transition/id1081481629?i=1000589100097 Oxford egghead on where the cost savings on energy transition is going.

recorded in November https://podcasts.apple.com/us/podcast/kathleen-mccarthy-on-real-estate-investments/id730188152?i=1000589659002 Global co-head of Blackstone RE

Dalio interview https://www.businesstoday.in/magazine/bt500-indias-most-valuable-companies/story/competing-in-markets-is-tougher-than-the-olympics-says-market-maestro-ray-dalio-355359-2022-12-07

I think Currie from GS touched in this and said that energy infrastructure buildout also helped tame the dragon

Good for us.

I haven't checked lately .. is that what your finding around the panhandle..... I remember almost buying a house in Grayton beach for around 300,000 to 400000 in 2008......(And yes I'm an idiot). I have buddies building below Amelia a 3-2 for about 875000.

https://www.miamiherald.com/news/business/real-estate-news/article269396722.html U.S. government to back mortgages of $1M in priciest areas. How about South Florida?

http://brklninvestor.com/blog.php old Brooklyn investor comments on Japanese equities

https://www.yahoo.com/finance/news/us-seeks-halt-oil-sales-191744937.html SPR buyback plan

https://www.yahoo.com/finance/news/blackstone-limit-withdrawals-giant-real-155132626.html

Vacancy rates have begun to improve from long-time lows, which will help rent growth further moderate. However, rents are expected to set a new high in 2023. This looks good for MF I waffle on this.. If the fed is forced to stimulate by decreasing interest rates, I can't help but think that housing will go up. But what do I know.

https://www.realtor.com/research/2023-national-housing-forecast/

That is so sad… As someone who is familiar thruout the years with a the subject.. so much good can be done spending the money on therapy/ mental health..I wonder how much support this idea gets from the Cali governor

https://www.drorpoleg.com/airbnbs-double-disruption/ Might be a bit of an off topic but I found it interesting that they want to get into the MF\housing area

https://podcasts.apple.com/us/podcast/columbia-energy-exchange/id1081481629?i=1000587997192 synopsis of iea 2023 energy report some pie in the sky.. climate goals vs energy security needs.. I’m curious…. Desalinization and ng usage was connected .. How?

https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/state-coincident-indexes good read on how state economies are doing... monthly readings

https://www.gpb.org/news/2022/05/09/georgia-nuclear-plants-cost-now-forecast-top-30-billion I live here in Georgia… might be cheaper to keeper

So true… I barely survived 2000….. and wish I knew all this….but fortunately after a severe beating… what doesn’t kill you makes you stronger….and finding Buffett back then sure helped

Position sizing and stop listening to uber bulls twisting every fact to support their narrative. I’ve been position sizing for over 40 years… currently a similar 15% Stop listening to the Uber bulls?… I have to disagree with… I like to listen and try to invert their arguments For example: windfall and share buyback taxes linger China shutdown a continued disconnection between physical and paper markets continued lack of capital flow into energy names Russianstill cranking out the o/g and its ability to move product And I’m sure many more And I haven’t even touched on individual companies….I do like SD’ s affinity towards Clearwater.. low overhead and high production…… I’m just looking to gain more knowledge of the downside both generally and in the 2 companies I’ve invested in.

Sorry the interview addresses clear water https://podcasts.apple.com/us/podcast/rose-bros-podcast/id1493491566?i=1000587391332

https://podcasts.apple.com/us/podcast/rose-bros-podcast/id1493491566?i=1000587391332 case in point… Tamarack Energy interviews

I might have said this before but continually listening and reading Currie Kuppy Andurand Blas etc… I feel like I’m in an echo chamber and can’t help wondering what if we are all wrong.. what can go wrong etc…..And how does that affect oh in general and companies in particular..

https://rosebros.ca/blogs/podcast/104-craig-fuller-freightwaves-why-global-supply-chain-is-pointing-to-dark-clouds-over-the-economy An excellent podcast , data driven , about global supply chain , inflation and interest rates.

https://podcasts.apple.com/us/podcast/squawk-pod/id1480890290?i=1000586312375 full Charlie Munger podcast cnbc yesterday

https://theankler.com/p/hwood-ftx-frenzy-as-michael-lewis should be an interesting book as hes been tailing \interviewing Sam for the last 6 months