This video discusses Charlie Munger’s recent comments about how he invests in an inflationary or recessionary environment. He specificlly states that he does not consider macroeconomic factors, or recessions. This likely means that he does not specifically try to time the market. But, focuses on quality companies that can survive downturns. That said, it does appear that Berkshire Hathaway has taken advantage of lower valuations when investing.
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#CharlieMunger #Inflation #Recession
Time stamps
* 0:00 Overview
* 0:53 Investing for inflation
* 5:25 Recession investing
* 8:49 What about energy, renewables, and fossil fuels?
* 11:18 What about crypto?
* 13:45 Overall thoughts
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* Check out my substack: https://financemark.substack.com/
* ZuluTrade: tradermark.zulutrade.com
* Skillshare: Get a month of free access: https://www.skillshare.com/r/profile/…
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Books
* Investment Valuation: https://amzn.to/2LUwYQW
* Venture Capital & Private Equity: [US] https://amzn.to/3l1oTvs . [AU] https://amzn.to/3pMyHfB
* Regression Handbook & Econometrics: https://amzn.to/3v22Asg
Courses:
* Valuation: financemark.gumroad.com/l/valuationcourse