I recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. He graciously allowed me to share my part of the interview with you here.
We discussed this recession and why it’s not like any other previous one we’ve experienced. We also talked about why, from an investment perspective, it’s one of the best things that could’ve happened to our clients’ portfolios here at IMA, what our game plan is going forward, and how we’re “microdosing” our stock purchases to deal with the uncertainty of this time. We also chat about the assumptions we’re making about the future, what stocks we’re looking at right now, and what companies might not survive this crisis.
Have a listen below:
Original Interview here.