20min chapter

The Acquirers Podcast cover image

Value After Hours S06 E02: Tim Travis on options, energy, financials, including $C, $BRK, and $FFH

The Acquirers Podcast

CHAPTER

Investment Strategy in Choppy Markets

The speakers discuss their investment strategy in choppy markets and their skepticism towards the indices delivering double-digit returns. They explore the potential levers that could produce a 10% annualized return over the next decade and question whether AI will truly transform profit margins. They also touch on the cyclical nature of the semiconductor industry and express difficulty in making investment decisions in the current market.

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