Dante Albertini of Omaha Capital and some Peruvian investors

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Manage episode 278568061 series 2830024
By Guy Spier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

I got together with my friend Dante Albertini of Omaha Capital and a group of Peruvian investors to discuss our impressions of the 2020 Berkshire Hathaway Annual General Meeting. We also discussed the world economy, the state of the markets, and coronavirus.

More about Dante Albertini here:

https://www.linkedin.com/in/dante-albertini-8387491/?originalSubdomain=pe

Full transcript available here: https://aqfd.docsend.com/view/h6m5vjp4dewnp9b7

Contents:

Covid’s Impact on the Economy (00:01:15)

Long-Term Holding Expectations (00:08:00)

Lessons from Bad Investing Experiences (00:16:33)

Warren Buffet Lunch Photographs (00:23:04)

Quantitative Easing (00:29:16)

Impact of Trump & Adjusting to Covid (00:36:16)

China vs US (00:45:09)

Making Investment Decisions (00:50:34)

Managing Information Overload (00:58:06)

Going from Success to Significance (01:07:28)

30 episodes