IMA Annual Client Meetings

Topics discussed:

• What will happen to our portfolio and the stock market if Biden or Trump is elected
• Why I should not travel to London
• Why our portfolios are full of Twinkies and cockroaches
• My fascination with the luxury watch industry
• What will make the US stop running huge budget deficits
• How derivatives can help reduce risk in your portfolio
• The impact of EV adoption on our investments in oil and natural gas
• Our buying process
• Why melting ice cubes could be a good investment
• Whether the US dollar will remain the global reserve currency
• Why overnight success sometimes takes years
• Our thoughts on the cable and tobacco industries.

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