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Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024

Chai with Pabrai

00:00

Investment Confidence and Market Challenges

The chapter expresses unwavering positive sentiments towards a long-held investment in Turkey, citing solid assets and favorable monetary policies. It also warns about the distress in the US commercial real estate market, particularly in office properties, and suggests exploring opportunities in the homebuilding sector. Additionally, the discussion touches on the upcoming presidential election's potential impact on investments, along with concerns about deficits and the need for tax reforms in the US.

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