Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

Follow On The Margin: Spotify: https://spoti.fi/3yc4079 Apple: https://apple.co/3UsnTiM -- This epsidoe is taken from the On The Margin weekly roundup. As Mark takes some well deserved time off, Mike Ippolito host of the On The Margin podcast combines forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance. As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Yun: https://twitter.com/YunLi626 Follow Jack: https://twitter.com/JackFarley96 Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: To the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Disclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.