Q&A video: Where I get my ideas, China, banking crisis, energy, economy, war in Ukraine, new purchase

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.

Additionally, you get to meet Michael Conn, the IMA founder, someone very dear to me. Mike hired me in 1997. He saw potential in me - he had a very good vision, as he had to look far into the future. I had only been in the US for six years, fresh out of college. Mike was extremely generous in sharing his knowledge, always kind and patient, and most importantly, he gave me room to grow. As I developed my own strategy, he gently stepped aside and allowed me to implement it.

Joining IMA and having Mike in my life has been one of the best things that has ever happened to me.

I hope you enjoy this video.

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