Today, I am going to share with you a video from IMA's annual client dinner. In this video, I discuss Silicon Valley Bank and the banking system crisis, the war in Ukraine, China, inflation/stagflation, natural resource companies, where I get my ideas, tobacco stocks, why we sold Svenska Handelsbanken, and our purchase of a small bank stock.
Q&A video: Where I get my ideas, China, banking crisis, energy, economy, war in Ukraine, new purchase
Thanks for sharing that video!
great take, so many key points hit ... kudos!