Matthew Peterson: Is now the time to Invest?


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Is now the time to invest?

That's the question that I asked Matthew Peterson.

The Covid-19 pandemic is raging. Countries are locked down, shelter-in-place orders have been issued, and market prices have collapsed with unprecedented volatility. Guy poses on the record questions and Matthew shares a rare message with all investors not to miss this opportunity.

Matthew Peterson is the managing partner of Peterson Capital Management, a concentrated, long term, public equity fund.

Full transcript available here:

Executives Referenced:

Charlie Munger

John Malone

Peter Kaufman

Guy Spier

Businesses Discussed:

Daily Journal

Berkshire Hathaway


Books Recommended:

Commons Stocks and Uncommon Profits by Philip Fisher

A Man for All Markets by Edward Thorp


With Whom I would Invest by Guy Spier


0:56 - A Message for Investors

2:38 - Regret Minimization

4:46 - With Whom I Would Invest

5:29 - Admirable Business Managers

10:22 - Recommended Books

11:40 - Getting Connected

12:12 - Final Words

30 episodes