Why Companies Are Afraid of Being Politically Correct with Whitney Tilson
Dan and Corey kick the show off by discussing the newest unemployment number and its
implications for inflation, rate cuts by the Federal Reserve, the stock market, and the future
of the economy. They speculate that this unemployment rate could result in the Fed putting
off rate cuts for even longer. (0:41)
Next, Whitney joins the conversation by discussing the "Magnificent Seven" tech stocks and
explains why he thinks smaller-cap, more value-oriented stocks will be driving the markets
next. He also compares Tesla CEO Elon Musk's "rampant narcissism," "bro culture" at the
company, and antisemitic tweets with exemplars like Warren Buffett and Charlie Munger.
(28:24)
This leads to a discussion about how cultural differences affect businesses. Whitney brings
up Anheuser-Busch's Bud Light ad campaign with a transgender influencer and Disney
fighting Ron DeSantis' controversial bill in Florida. He shares why he thinks companies are
"running pretty darn scared these days" after seeing both those iconic businesses suffer for
taking political stances. (41:01)
Then, Whitney talks about his Top 10 list. He details why Berkshire Hathaway continues to be
such an attractive opportunity today and why it's the perfect foundation for any portfolio.
And he also emphasizes that we are no longer in a TINA world, or "there is no alternative."
(50:30)
Finally, Whitney gives his opinion on what he thinks the Fed will do next in terms of interest
rates and what the potential outcomes could be. You also won't want to miss his answer to
Dan's final question, where he explains why it's crucial to limit the amount of "partisan and
polarized" information you're consuming in traditional media, since it could be affecting your
investing choices. (53:49)
Видео Why Companies Are Afraid of Being Politically Correct with Whitney Tilson канала Stansberry Research
implications for inflation, rate cuts by the Federal Reserve, the stock market, and the future
of the economy. They speculate that this unemployment rate could result in the Fed putting
off rate cuts for even longer. (0:41)
Next, Whitney joins the conversation by discussing the "Magnificent Seven" tech stocks and
explains why he thinks smaller-cap, more value-oriented stocks will be driving the markets
next. He also compares Tesla CEO Elon Musk's "rampant narcissism," "bro culture" at the
company, and antisemitic tweets with exemplars like Warren Buffett and Charlie Munger.
(28:24)
This leads to a discussion about how cultural differences affect businesses. Whitney brings
up Anheuser-Busch's Bud Light ad campaign with a transgender influencer and Disney
fighting Ron DeSantis' controversial bill in Florida. He shares why he thinks companies are
"running pretty darn scared these days" after seeing both those iconic businesses suffer for
taking political stances. (41:01)
Then, Whitney talks about his Top 10 list. He details why Berkshire Hathaway continues to be
such an attractive opportunity today and why it's the perfect foundation for any portfolio.
And he also emphasizes that we are no longer in a TINA world, or "there is no alternative."
(50:30)
Finally, Whitney gives his opinion on what he thinks the Fed will do next in terms of interest
rates and what the potential outcomes could be. You also won't want to miss his answer to
Dan's final question, where he explains why it's crucial to limit the amount of "partisan and
polarized" information you're consuming in traditional media, since it could be affecting your
investing choices. (53:49)
Видео Why Companies Are Afraid of Being Politically Correct with Whitney Tilson канала Stansberry Research
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
See How China's E-Commerce Stacks Up to the WorldHow to Invest in Healthcare During the Coronavirus Outbreak | Tom CarrollFormer FBI Hostage Negotiator Chris Voss | Never Split the DifferenceApple is Fighting Tooth and Nail for Market Share in ChinaFinding the Winning 6% of DrugsCooler heads after the tech wreck WednesdayFour Tips to Prepare for a Natural DisasterDavid Tice: Mortgage Finance Bubble Redux - The 'Land Down Under'Break the Comex: Let’s Remove Banks From Silver Pricing Urges Keith NeumeyerJekyll Island Author Declares Revolution Is Only Way to Escape the Fed's Planned CrisisCash Con Game is Over: Current Financial System Has Reached Its End Warns Lynette ZangGeorge Gammon Warns of Massive Stagflation, Economic DistortionsBest Gold, Silver Investment Plays Right Now, Top Holiday Tips: Mark YaxleyHow The Fed Will Usher In Its “Miracle” Banking System Under Guise of Protecting YouWhy Silver Miners Are Turning to Gold Like Never BeforeWas Life Better When the Fed Printed Away?Gold and Silver Sales Surge: What Are the Top Coins and Bars to Buy and to Avoid?U.S. Dollar Havoc Will First Emerge in Energy; Major Oil Crisis on HorizonThe Financial System Cannot Go On, We’re At End of the Fiat Experiment Warns David MorganFed Pausing Is No Celebration: Recession Will Be Deeper, People Will Get PoorerBad Times Ahead for Stocks, History Shows Something ‘Big’ Is About to Drop