[EP. 18] - Kevin O'Leary Hates Banks; Perception vs Reality of Brookfield, and why I keep buying; My opinion on timing the market
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (0:56) - SVB Collapse Update (1:42) - Kevin O’Leary’s take on Banks (he’s no longer a fan) (3:51) - How I feel about Banks (4:42) - Time to respond to tweets + This is NOT FINANCIAL ADVICE (5:16) - Brookfield’s exposure to office (8:28) - Perception vs Reality (10:05) - Easier to feel comfortable if you know your business (10:30) - Conceptualizing Brookfield as a Chessboard (13:23) - “Brookfield is cyclical, therefore: sell everything and buy back later” - I am definitely not going to do that (14:40) - Concluding thoughts: my strategy, and last stock I purchased Note: I had an audio issue at 3:20 - audio should say: "another fear that accompanies this moral hazard issue is..."