Brian Krawez
President and Lead Portfolio Manager at Scharf Investments.
Top 3 podcasts with Brian Krawez
Ranked by the Snipd community
6 snips
May 13, 2025 • 21min
US-China Trade Truce Sends Stocks Higher; India Equity Outlook
Brian Krawez, President of Scharf Investments, and Peeyush Mittal, Senior Equity Research Analyst at Matthews Asia, dive into the recent U.S.-China trade truce, highlighting its immediate positive effects on equity markets. They discuss the complexities of tariff reductions and the cautious stance of the Federal Reserve. The conversation shifts to the ceasefire between India and Pakistan, boosting Indian stock performance and potential economic growth. Mittal offers insights into India's role in global supply chains and market prospects.
Jul 18, 2024 • 20min
US Floats Tougher Trade Rules to Rein In China Chip Industry
In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.
May 6, 2024 • 49min
Berkshire Hathaway Meeting, Google Trial, Tyson Foods
The podcast features discussions on Berkshire Hathaway's annual meeting, market updates, Google's antitrust trial, and Tyson Foods' earnings. Topics include Warren Buffett's remarks on succession planning, tech sector concentration, Google's legal challenges, bipartisan views on big tech, Tyson's shift towards branded products, and potential cash movement into equities and fixed income.
