Who is Buying This Hogwash?

Skippy and Doogles Talk Investing

#MBA #Trading #Entrepreneur #Business #Skippy And Doogles

27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

рік тому 41:36

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Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

218 епізодів

Who is Buying This Hogwash?

Skippy and Doogles Talk Investing

published рік тому

Поширити

MP3•Головна епізоду

Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

218 епізодів

#MBA #Trading #Entrepreneur #Business #Skippy And Doogles

All episodes

1
Rewriting the Economy: Trump’s GDP Plan, Market Crashes & a Shifting World 36:14

1 day тому36:14

36:14

Is the government cooking the books? This week, Skippy & Doogles dive into Trump’s plan to strip government spending from GDP—what it means, why it’s happening, and whether it changes how we measure recessions. Plus, we break down 150 years of stock market crashes to uncover the biggest investing lessons, and we analyze the wild shifts happening in the global economy—from rising military spending to trade wars and the Fed’s next move. Oh, and did we mention the ‘Strategic Bitcoin Reserve’? Buckle up, this one’s a ride. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Booz, Buffett, and Billionaires 49:12

8 днів тому49:12

49:12

Skippy looks at Booz Allen Hamilton’s wild government contract dependency and what happens when the political winds shift. Doogles breaks down Warren Buffett’s latest (and maybe last?) Berkshire Hathaway annual letter. Skippy highlights how the top 1% now account for 50% of U.S. consumer spending, and asks what that means for markets. The episode wraps with some listener mail about how politics and morality should or shouldn't play in investment decisions. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Bill Ackman’s Berkshire Bootleg 41:54

15 днів тому41:54

41:54

Skippy and Doogles tackle listener mail about Berkshire Hathaway's huge cash pile. Skippy talks through the recent $1.5b hack on ETH. The episode wraps with a deep dive into Bill Ackman / Pershing Square building "the next Berkshire Hathaway" with an increased investment in Howard Hughes. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Bargains Gettin More Bargainy 40:24

22 дні тому40:24

40:24

Doogles loves Dave Portnoy going off about how the crypto bros can't hodl. Skippy talks through how functional unemployment is much higher than what the aggregate government data shows. Then he gets fired up about Jamie Dimon's rant about remote work. The episode wraps with Pershing Square's latest annual investor presentation. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
What Have You Done For Me Bukelatley? 34:24

29 днів тому34:24

34:24

Doogles highlights that El Salvador is calling in quits on Bitcoin as the national currency. Then he questions whether it's the right time to diversify outside the US. Skippy looks at the poor consumer sentiment in China. The episode wraps with two interview summaries with professional investors — Graham Duncan and Mike Maples. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
The Stocks From Ipanema Go Walking 49:14

5 weeks тому49:14

49:14

Skippy and Doogles answer listener mail on Cathie Wood's underperformance. Skippy tells Visa to stop performing so well so they don't get shut down. Doogles talks through career lessons from David A. Patterson. Skippy is enamored by Warren Buffett's cash pile and it's market crash predictions. The episode wraps with a discussion about Twilio and Brazilian equities. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Let’s Play Hide and DeepSeek 40:31

6 weeks тому40:31

40:31

Doogles is fascinated by the US/China AI race, and specifically DeepSeek. Skippy is not happy with how American's are treating their finances. The episode wraps with a conversation about David Einhorn's latest take on how the market today is fundamentally broken. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
The Conundrum of the Personal Burger Taxi 42:27

7 weeks тому42:27

42:27

Skippy pulls a 180 and now thinks that the US buying Greenland has some merit. Doogles stresses the importance of spending an unreasonable amount of time to allow for greatness. Skippy dives deep into the science of alcohol. The episode wraps with a discussion on stress and burnout, and then the US dollar's overvaluation. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Reading Between the Lines 38:01

8 weeks тому38:01

38:01

Skippy and Doogles tackle the relationship between interest rates, the economy and stock valuations. Doogles walks through Charlie Bilello's latest chart recap. Skippy covers traffic congestion in NYC. The episode wraps discussing Howard Marks' latest memo Bubble Watch. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Brought to You By the Year 2035 [2024 Episode Compilation] 47:37

9 weeks тому47:37

47:37

Celebrating one more year in the past! Skippy and Doogles go through Cliff Asness' look back at the market from the lens of 2035. The rest of the episode highlights from 2024 episodes including: Li Liu's principles of value investing, an interview with Cliff Asness, and David Tepper's take on investing in China. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Who is Buying This Hogwash? 41:36

10 weeks тому41:36

41:36

Skippy is flabbergasted by a man who takes saving money to the extreme. Doogles says to watch the cognitive load people are putting on their processes. Skippy shakes his head at how Bench Accounting shuts down. Doogles gives a PSA on cryptocurrency scams. The episode wraps with Mag 7 P/E ratios gone wild and how to prepare for a lost decade in stocks from Barron's. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
First There Was the War, Then the Capitulation 42:09

11 weeks тому42:09

42:09

Skippy highlights the financial incongruence of NFL quarterbacks. Doogles shakes his head at a Techcrunch piece on Databricks waiting to go public. Skippy talks through US vs European value creation. The episode wraps with a discussion on entropy and its connection to investing. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Pop Goes the Bubble ‘Cause the Bubble Say Pop 49:38

12 weeks тому49:38

49:38

Skippy quizzes Doogles on a variety of topics and Doogles fails all of them. Then they go into the depths of listener mail, first talking about whether macro conditions and business environment justifies currently high Buffett Indicator levels, and then exploring another argument in favor of Bitcoin. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
While Your Feet Are Stomping And the Coins Is Pumping 45:05

13 weeks тому45:05

45:05

Doogles talks about the current mindset of the American worker. Skippy talks market valuations in the US and parlays that into a conversation about pump.fun and the creation of meme coins. The episode wraps with Michael Saylor pitching Microsoft on buying Bitcoin and Howard Marks' latest memo about asset allocation. Join the Skippy and Doogles fan club . You can also get more details about the show at skippydoogles.com , show notes on our Substack , and send comments or questions to skippydoogles@gmail.com .…

1
Oh The Places Stocks'll Go 41:50

14 weeks тому41:50