Investing Unscripted First Fridays 18. April 2025
It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 portfolio contest.
01:28 Planning for the Berkshire Hathaway Annual Meeting
09:21 Market Reactions and Investment Strategies
13:35 Impact of Tariffs on Investments
23:59 Evaluating Stock Valuations and Portfolio Management
33:03 Setting Alerts for Stock Prices
33:56 Managing a Diverse Portfolio
36:43 Conviction in Stock Choices
47:48 Impact of Tariffs on Investments
50:31 Savvy Trader Portfolio Contest
56:04 Core Weave IPO and AI Investment
Companies mentioned: AAPL, KNSL, LOB, UPST, WRBY
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