Episode
More market turmoil + A fair new idea
- Published
- Apr 14, 2026
- Duration seconds
- 1868
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio. 0:00- Introduction 2:12- Long-term implications of Iran 7:43- Low multiples for AI stocks 11:50- New addition to the portfolio 14:54- Why FICO is a great business 18:15- FICO's pricing power + industry incentives 23:19- The housing cycle 25:40- VantageScore competition