Buffetting with Kass and Mitch

by Kassia and Mitchell Dol

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  ...   ...  Read more

Podcast episodes

  • Season 2

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

    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

    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

    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

    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

    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.