Comments
Transcript
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JJone of the best right here
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MHAh this brings back great memories. During mid to late 90s Joe and Marc used to debate Iomega on Joes internet radio show on real networks. Two stand up guys and great investment minds. Joe is one of the best stockpickers ever. He has been at it a long time and a very humble human being. Very smart for officing in Amish Country. Today Emerald has its annual Groundhog day. I encourage all to check it out. Although I have never met Marc , I admire his tenacity and work ethic. He is a legendary short seller and a survivor. and thank you thank you thank you for staying strong on OSTK! the best is yet to come.
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ABMarc if you see this, I love you being for authentic and yourself. Keep it up.
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DSbuy FIRST MAJESTIC SILVER
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NDYes, Joe on twitter please!
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NDAwesome to gun slingers ....firing picks. Love it
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RBAwesome, awesome interview. Would love to see more interviews between the two of them.
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VWPLEASE MORE of THESE TWO on RV!!! They deserve their own series on RV. Please make it happened, RV. I wouldn't even mind paying extra for their show!
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BSLove this interview! I'd have loved it even more if we'd have heard about the 10 step research process. Maybe next time :)
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PRVery new to learning . What EXACTLY do they and others mean by "doing the work" ? What am I missing ? (besides experience)
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RMKnow RV is macro focused, but this was a great video. Love getting specific stock recommendations.
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JFJEB is the best! Marc too! Great interview. :)
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LSI love Joe already ... a horseman knows the value is in taking smart shots with some risk!
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MOGreat discussion gents. Real Vision can you please create a show for Marc just like you have for Mike Green, Jim Grant, and Kiril Sokolf? Can we have him at least once a month doing these kinds of interviews? RV usually has a bearish bias towards stocks but having guys like Marc and Joe is really refreshing. I'm long $OSTK,
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GPFinally some subscription worth material on RV! More of this less of Raul pumping shitcoins with Pomp. Yes, we get it Raoul you're #irresponsiblelong on something that relies exclusively on game changer narratives + network effect and you're trying to leverage this platform to pump it as much as you can. Is it a financially clever move? Very. Intellectually honest towards your subscribers? I don't know. That said I'm not on RV to talk ethics, but please more of this content will be appreciated.
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JAwsome!!
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JDFantastic interview. Please have Joe (and Marc) on more often.
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MBtop notch!
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PBFantastic conversation! Thanks a lot! I hope we get more of these type of conversations with stock pickers!
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KRFinally some stock picks from RV
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DGYes please RV, more Micro!!!!! You have crypto, Why not a micro channel? Are you trying to disrupt CNBC, or aren't you? Raoul, Milton, what's up?
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shGreat interview/show a lot of fun to watch and picked up some investing ideas.
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DDI knew of, and respected, Mr, Cohodes before I watched this video. Indeed, it's the reason I clicked on it. That all said, this interview vastly exceeded my expectations. Well done. I would encourage RV to have more videos like this with discussion of specific stock ideas at a deeper level. While enjoy the macroeconomic babble that RV is known for, it starts to get repetitive.
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JMThis was great. Would love to see Marc & Joe spend an hour talking about Overstock.
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TCWhat’s the incentive for a stock picker to publicly announce the stocks they are betting on? I’m seriously curious about this. The cynical ones would say that they are just eyeing to dump the stock to the naive public. I don’t think it’s that simple but they are certainly not doing it as a community service either. And these guys are not selling a stock picking service to retailers like the Motley Fool. So what are they doing this for?
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BTNice interview - enjoyable to watch and it gives a couple of nice ideas (though of course everyone should do their homework). A shame we didn’t get to hear one of his cyber security ideas - probably one of the themes I was the must interested about. Maybe a follow-up or a semi-regular series with the two of them? :-)
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JGWhos Marcus? they keep talking about Marcus like everyone knows him ;)
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RAI think this is easily one of my top 5 interviews since i joined RV. Nothing like seeing two great people with blunt, practical intelligence dish out ideas!
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JJI gave this a full thumbs up because an 80% thumbs up wasnt an option. Points A, B, C1, C2 & D. Total 5. C2 was cybersecurity. 4 out of 5 = 80%. You can keep the extra 20% though as it was fun to watch.
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JCAwesome. Both are welcome to visit me in Cape Breton, Nova Scotia anytime.
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GH“We hash it out like grown-ass men.” From a grown-ass woman, thank you. This was a great talk.
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DCI don’t know what he’d charge and membership fees would probably need to go up, but I’d pay a lot to watch/hear Marc’s (Cohodes) more often—ie, as a permanent and regular Real Vision contributor. Finalist for “coolest brilliant guy in finance 2020-X.”
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JNThis should be the gold standard of all future RV interviews. Often there are too many interviews that are full of theory and no substance.
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VTAwesome energy. We should get these folks on RV more often
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BSthis is great stuff
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JBA refreshing discussion by seemingly - the regular guys. Recognized Pinky's knowledge, appreciated his interjections to clarify and confirm; great passion and information from the other guy wearing 3 shirts.
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LFThis was a top notch video.
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SYYou can hear their passion ! Love it
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WMI see an 8K just out today from $BMRA. Looks like a $15m dilution.
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KCA most interesting conversation between consummate pros - and no political stench - how refreshing to breath deeply the air of knowledge!
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APThese guys are great!
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CEAccording to Fidelity, mutual fund LSRIX is closed to new investors.
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ESCrushed the ball out of the park! The video just made me feel good; two friends talking about a craft they love. Marc and Joe need their own show on Real Vision. (I am not joking.) Bravo!
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dhthis was refreshing to watch these guys. thanks for sticking your necks out there, fellas. visit Texas, and brisket and shiner bocks are on me.
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PGFantastic - love these "in the trenches" stories...
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HKAwesome interview for a down Friday!
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JJThese guys are great
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JHAn active stock picker with great passion, insight and grounded optimism. How refreshing! More of Marc & Joe.
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TSMark will make a haircut only when Tesla price collapse. I believe this time is around the corner.
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SBLoved it. Bonus was hearing Marc talk about longs.
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RMGreat interview! I second the suggestion to give Marc his own series (like the Mike Green series). I'm sure Marc has lots of friends from the biz who would be willing to come on RV and talk with him. Marc's a natural in front of the camera and asks really good questions and more importantly doesn't interrupt his guests!
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MPLoved it. Absolutely loved it. The business was full of guys who talked like this when I got involved in the 80's. Be tough or be gone. Classic.
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JTMade my day! Thanks
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GCWow. Just wow. I didn't even get up for a cup of coffee.
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DOEXCEPTIONAL INTERVIEW!! CHEERS!! OBS: JOE should launch an ETF!!
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PAWhat a great interview! The passion these two guys have with markets is just entusiasmante. Morevore, it was fun to watch: "I thought it was one of those key chain things that you had to feed...starts with a "P" as well". What he ment was Tamagotchi. No "p" in it! Spit my coffee out... Same thing happens to me all the time. When I have my weekend beer(s) today I will cheer to you two!
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KDstock pickers,,,sooooo last century,,,,loved it...
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CRI want the unedited version. Awesome chat.
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AMOld school...great stuff
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MSThese guys were amazing. Like two buddies talking, I loved their relaxed fun poking style at each other while providing good content. Both educational and entertaining which is rare... !
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KWMarc is at a different level. I would love to see him more often here. There is so much to learn from Marc.
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JMLoved this. Well done for a true genuine conversation.
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kmRefreshing - almost feels like a throwback! Stock picking? In today's world? If the world ever returns to something like sanity, there will not be enough Beseckers left to go around.
Chapters
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Decades Long Friendship
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Investment Research Process
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Top Investment Ideas in 2021
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Reflecting on XM Convertible Bonds
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Flashback: The Pokémon Trade
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Risk and Reward: The RV Business & Camping World
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Guide to Biotech & Life Sciences Investing
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Silvergate Bank A Cryptocurrency Bank Stock
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Overstocked on Overstock
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Making Sense of Blockchain Voting
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Chegg: Betting on Digital Education
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Defining a Stock Picker