This episode is brought to you by:

Koyfin. Koyfin is a web-based platform that lets you analyze stocks, ETFs, mutual funds, and other asset classes in one place. I've been using it every day to track what's going on in the market, and I think if you try it, you will, too. Koyfin has a ton of high-quality data, powerful functionality, and a clean interface. The best part is, it's free. You can sign up at www.koyfin.com.

Show Notes

[00:01:42] – (First question) – Adjustments to his portfolio in the age of a pandemic

[00:06:41] – Chris Bloomstran Podcast Episode

[00:09:36] – The Federal Reserve Act

[00:12:32] – Surprising action in the markets during the crisis

[00:13:08] – 2020 Investment Letter

[00:15:02] – Why we won’t see the same performance in tech over the future as we’ve seen the last decade

[00:21:00] – Carnage in the energy sector and its return potential

[00:30:06] – Berkshire Hathaway's activity since the crisis started

[00:35:48] – Where sectors are valued in the current market

[00:41:12] – Expectation for deflation over inflation

[00:48:54] – Characteristics to look for in businesses to own over the next 10 years

[00:52:05] – Economic factors they are focusing on