Enjoyed being on @ETNOWlive with @hershsayta and Sajeet Manghat. We discussed:
- Uncertainty due to the #Iranwar
- How we are handling the uncertainty
- Sectors that are ...interesting to us at this stage
Great to be back in Omaha, meeting numerous previous and maybe future podcast guests @BRK_Student @CarterJohnson23 @brettgardner_10 @AsifSuria @rajeev_agr @jeff_gramm ...@EvermoreGlobal @ryan_bunn @QCompounding @MichaelGielkens
Enjoyed being on @ETNOWlive with @AyeshaFaridi1, @sajeetkm, and Hersh. We discussed:
1. Strait of #Hormuz and why we should start seeing movement shortly.
2. #AI Trade and its ...impact on equity markets
3. Pockets in #Indian equity that we are finding interesting.
Enjoyed talking to @ETNowSwadesh with anchors @SrishtiSharma_ and #Vikas on the Iran-US/Israel conflict. We expect the conflict to be resolved in the next few weeks. However, wars... are uncertain, and hence these expectations will change with new developments.
@DoorDarshiFund