Skip to main content

Posts

Showing posts with the label charliemungerrecession

Charlie Munger's Inflation & Recession Investing Strategy

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. * Simply Wall St Exclusive DISCOUNT: * Check out my substack: * ZuluTrade: tradermark.zulutrade.com * Skillshare: Get a month of free access: * Sharesight: Get a month free and a free trial: Books * Investment Valuation: * Venture Capital & Private Equity: [US] . [AU] * Regression Handbook & Econometrics: Courses: * Valuation: financemark.gumroad.com/l/valuationcourse #CharlieMunger #Inflation #Recession Time stamps * 0:00 Overview * 0:53 Investing for inflation * 5:25 Recession investing * 8:49 What abou...