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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI194: Top Takeaways From the First Half of 2022
Description: IN THIS EPISODE, YOU’LL LEARN: Â
01:54 - William Green’s biggest lessons from interviewing Charlie Munger.
07:23 - Why Nick Maggiulli opts for index funds over individual stocks.
16:12 - What Alex Morris looks for in a quality company.
27:46 - Why John Huber made Amazon his largest holding in his fund.
36:34 - Preston Pysh’s take on the current macro environment.
49:51 - Dan Rasmussen’s thoughts on diversifying a portfolio.
01:08:29 - Why Fidelity Digital Assets believes Bitcoin stands above all of the other cryptocurrencies as a monetary asset.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur...