Did the Santa Rally Start Early?

This podcast episode explores the impressive market performance in November 2022, discusses the implications of Fed Chair Powell's recent comments on interest rates, analyzes the dissolution of Apple and Goldman Sachs' credit card partnership, highlights the strong performance of Black Friday and Cyber Monday in 2023, explores trends in mobile and desktop shopping during the holiday season, and examines current consumer trends and e-commerce strategies. The podcast also delves into the career and legacy of Charlie Munger, and discusses the investment philosophy and lessons that can be learned from successful investors like Warren Buffett and Charlie Munger.