
Ep 401. Macro for Value Investors: What Alice Schroeder Means by ’Buffett Cares about Macro’
Focused Compounding
00:00
Introduction
Exploring Warren Buffett's interest in macroeconomics and how it influences his investment decisions. The hosts discuss a story about Buffett predicting the housing market crash and his focus on understanding industry dynamics for finding opportunities.
Transcript
Play full episode