The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
Two Quants and a Financial Planner
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Berkshire's Cash Conundrum
This chapter explores the implications of Charlie Munger's substantial financial gift to young investor Li Lu and discusses the opportunity costs of Berkshire Hathaway's large cash reserves. The hosts analyze investment strategies, comparing Berkshire's performance with the S&P 500, while emphasizing the importance of optionality in finance.
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