MI072: Why Warren Buffett Might Be Wrong with Matthew Piepenburg (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Navigate Extreme Markets and Extreme Monetary Policy
The key to any great portfolio is not only the investments it holds, but also the macro environment surrounding. Warren Buffett talks about how he's a bottom-up investor and doesn't pay attention to macro or things like interest rates. "I don't think Mr. Buffett really understands, I don't think he wants to accept that it is a new normal when you have this much central bank distortion"
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