Basis Points
15 February 2026
Thank you to Josh for being on! 00:00 - Josh Intro 04:35 - Josh's Early Career in the boiler rooms 13:20 - Josh's philosophy on managing money 16:45 - Managing 2008 27:12 - What Josh would've told his younger self 32:50 - Iron Law of Finance 37:39 - The pressure of being in finance media 45:20 - Lost Decade for the Markets 50:50 - Is Josh Bullish in 2026 55:20 - Costco and Nvidia 57:50 - How Josh Called Nvidia in 2015
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