

Live From Porter’s Farm
4 snips Oct 16, 2023
Aaron, Porter, and Meb Faber discuss Porter's inside information in the real estate commercial market, how to position yourself for the bear run, Charlie Munger's three Ls, the number one election indicator, and more at the Porter & Co. annual conference.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Bearishness in the Financial Markets and Concerns about Commercial Real Estate
01:31 • 14min
Decline in Ford Ranger Sales and Observations on Energy Policies
15:09 • 16min
Moving to Medellin, Columbia and Finding Paradise
31:17 • 2min
Analysis of Stock Market Valuations and Sentiment
33:32 • 4min
Gratitude and Excitement for Porter's Influence and the Future
37:30 • 2min