x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Margin of Sanity Investing Podcast

Margin of Sanity

Stock Ideas | Investing Concepts | Musings on Markets. Join the substack for free to read the write-ups: https://substack.com/@marginofsanity marginofsanity.substack.com

business investing

All Episodes

61:26

4 High Quality/Low Profile Stocks with Siem from The...

Margin of Sanity Investing Podcast ·

2026/01/07

Today i’m talking with Siem from The Dutch Investors about four companies you probably haven’t heard of. All four are quality names trading at various degrees of “fair value.” We explain our thesis to one another and I think both of us ended up with a slightly bigger watchlist at the end. Be sure to check out The Dutch Investors’ Substack here: Check their Podcast here: https://thedutchinvestors.buzzsprout.com/2424967/followAND check out their website here: https://www.thedutchinvestors.com/Enjoy

en

68:02

Grain 101 with Angie Seltzer: Goddess of Grain

Margin of Sanity Investing Podcast ·

2025/12/22

Angie Setzer joins the show today to talk about the economics of grain! Corn, soybeans, and wheat are everywhere, but most investors completely overlook this universe. We talk farmers, chemicals, fertilizers, Russia, Ukraine, Bio Diesel and much more. Enjoy!Subscribe to Angie’s sustack here: https://substack.com/@goddessofgrainAnd follow her on X/Twitter: https://x.com/GoddessofGrain?s=20Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an

en

60:41

Cogent Communications $CCOI | AK and Unemployed Value...

Margin of Sanity Investing Podcast ·

2025/12/18

Check out Unemployed Value Degen and AK's collaborative write up on Cogent here: https://substack.com/home/post/p-179456384Unemployed Value Degen's Substack: https://substack.com/@unemployedvaluedegenAK's Substack: https://substack.com/@ashwinkrishDisclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any

en

45:55

Short Selling with Grizzly Research

Margin of Sanity Investing Podcast ·

2025/12/11

Check out Siegfried's work by following @researchgrizzly on X- Twitter and check out the website here http://grizzlyreports.com/Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with

en

14:03

The Copper Shortage Explained

Margin of Sanity Investing Podcast ·

2025/11/13

Copper and human beings have co-mingled for more than three millennia, and mankind’s need for a steady supply of copper has only ever increased. Over the last 300 years, thanks to accessibility of housing (pipes) and the invention of electricity (wires), human civilization has become entirely dependent on copper for some of its most basic functions. Whether you noticed or not, this sort of growth hasn’t slowed down. If you want to learn about copper in general (as well as copper mining), my deep

en

66:45

Talking Kaspi $KSPI with AK

Margin of Sanity Investing Podcast ·

2025/11/07

Check out AK’s Substack “Unfair Advantage” here: https://substack.com/@ashwinkrishDisclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation

en

9:27

Q3 Earnings | Eagle Materials & Amazon

Margin of Sanity Investing Podcast ·

2025/11/03

At first glance you may be surprised that i’ve chosen to write about these two companies together, considering the seemingly fundamental differences between them. That said, rather than break down each and every figure for a quarterly report (I prefer doing that bi-annually), I thought it might be more helpful to reflect on both businesses in light of their polar opposite market reactions post-earnings. I recently had the pleasure of speaking with Siem, from The Dutch Investors, and he described his

en

53:58

Betting On Bottlenecks | Ozeco on Electrification as...

Margin of Sanity Investing Podcast ·

2025/10/31

Check Out Ozeco’s Substack: “Crack the Market”Read Ozeco’s “Electricity is the New Oil” write-up Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows

en

10:46

"Love" | Airlines, Tesla, Netflix, Spotify, Coke and...

Margin of Sanity Investing Podcast ·

2025/10/14

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

24:30

Firewater | Kweichow Moutai - A Powerful Chinese...

Margin of Sanity Investing Podcast ·

2025/09/21

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

17:58

Thoughts on the Market #2 | Duck Hunting

Margin of Sanity Investing Podcast ·

2025/08/24

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

50:04

Nicke | The Devil's Copper (Full Guide)

Margin of Sanity Investing Podcast ·

2025/08/20

Check out the full write-up for free on the Margin of Sanity SubstackDisclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation. Get full

en

22:11

Aesop | My Basic Investing Philosophy

Margin of Sanity Investing Podcast ·

2025/08/13

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

57:09

Copper | A Comprehensive Guide (Deep Dive)

Margin of Sanity Investing Podcast ·

2025/07/30

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation. Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

38:05

Cash Machine | $OTCM Full Deep Dive

Margin of Sanity Investing Podcast ·

2025/07/13

Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

14:06

My Worst Investing Mistake

Margin of Sanity Investing Podcast ·

2025/07/08

Do you remember 2021? I do - I remember it well. Stocks had rebounded big time, and those of us who were buying during the Covid sell-off were feeling pretty damn good. I was only 2 years into my investing journey then, and my chest was rather puffed. I felt confident. I had taken risks and they had paid off.But something else was going on too… Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

23:42

How Safe Are Money Market Funds?

Margin of Sanity Investing Podcast ·

2025/07/04

Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

13:50

I Sold Celsius

Margin of Sanity Investing Podcast ·

2025/06/28

Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

32:03

Pool Corporation $POOL | A Strange But Steady Buffett...

Margin of Sanity Investing Podcast ·

2025/06/14

Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

38:14

Frenzy | John Law and the Mississippi Bubble

Margin of Sanity Investing Podcast ·

2025/06/05

The story of the French financial catastrophe known as "The Mississippi Bubble." Get full access to Margin of Sanity at marginofsanity.substack.com/subscribe

en

27 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...