Mar 25, 2020
Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience.
The discussion centers around this recession and why it’s not like any other previous one we’ve experienced.
It also covered about why it’s the best thing that could’ve happened to IMA clients' portfolios, what IMA's game plan is going forward, and how it's “microdosing” stock purchases to deal with the uncertainty of this time.
Finally, Andrew and Vitaliy discuss assumptions Vitaliy is making about the future, what stocks he's looking at right now, and what companies might not survive this crisis.
Original Interview here-> http://thedisciplinedinvestor.com/blog/2020/03/21/tdi-podcast-investment-microdosing-654/