Tracking Berkshire's Portfolio + Your Questions!
Nov 27, 2024•48 min•Season 1Ep. 70
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Episode description
0:00 Introduction
1:14 The Tyson/Paul event on Netflix
5:57 What Trump means for your portfolio?
14:18 Tracking Berkshire Hathaway's portfolio
25:09 Live Nation's blowout demand
34:49 Mailbag- Managing risk in the portfolio
38:20 Mailbag- Constellation spinoffs
41:11 Mailbag- Brookfield Wealth solutions
43:47 Mailbag- Position sizing
A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then it the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode.
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