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Discussing the 2020 Berkshire Hathaway Annual General Meeting with Dante Albertini
Discussing the 2020 Berkshire Hathaway Annual General Meeting with Dante Albertini
ratings:
Length:
74 minutes
Released:
May 29, 2020
Format:
Podcast episode
Description
I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus.More about Dante Albertini here: https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=peFull transcript available here: https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7 Contents:Covid’s Impact on the Economy (00:01:15)Long-Term Holding Expectations (00:08:00)Lessons from Bad Investing Experiences (00:16:33)Warren Buffet Lunch Photographs (00:23:04)Quantitative Easing (00:29:16)Impact of Trump & Adjusting to Covid (00:36:16)China vs US (00:45:09)Making Investment Decisions (00:50:34)Managing Information Overload (00:58:06)Going from Success to Significance (01:07:28)
Released:
May 29, 2020
Format:
Podcast episode
Titles in the series (51)
Camilla Cavendish on Brexit and the Pleasure of Writing: My conversation with Camilla Cavendish took place before corona – and hence in another world. Yet despite reminding us of cherished, past habits like routine trans-Atlantic travel – resident in London, she is a fellow at Harvard, and normally flies over every six weeks – the discussion was remarkably prescient. by The Education of a Value Investor