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YWR In Real Life
What do you get when you mix 25 investing maniacs with YWR, beer and The Blind Squirrel at a pub in Belgravia?
Oct 10
•
Erik
32
11
YWR: A Private Equity Train Smash Update
An update on the PE torture chamber.
Oct 7
•
Erik
36
3
YWR GP: A US Employment Mystery.
What the Economists and the Fed are missing.
Oct 4
•
Marvin Barth
17
12
YWR: Q3 25 Performance Review
Time to check if our themes and portfolios are making money.
Oct 3
•
Erik
28
11
YWR GP: AI Marshall Plan
The AI infrastructure build out is bigger than anything we've ever seen. This isn't 2000 or 2008. Stay long.
Oct 1
•
David Quinn
3
September 2025
YWR Investing Tool Talk
We review your YWR investing tools; what they are, how they work and how you can find them.
Sep 30
•
Erik
17
7
28:25
YWR: Global Factor Model
Are you ready for the new, new? The trends nobody is talking about? Let's go over the factor model data.
Sep 26
•
Erik
38
7
London Drinks with Erik and the Squirrel
It’s time we met for drinks.
Sep 24
•
Erik
13
YWR: Killer Charts
The smart money says this is 1999 all over again, but let's check the indicators.
Sep 23
•
Erik
46
9
YWR: $5,000/oz Gold Update with Jeremy Gray
Will gold still hit $5,000/oz?
Sep 19
•
Erik
11
6
24:06
YWR: QARV
The review the latest QARV rankings and the common theme behind the best ranked stocks. We also find a great new tech idea.
Sep 16
•
Erik
37
YWR: What to do when things go wrong.
Now is a good time for some preventative defence.
Sep 13
•
Erik
65
2
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