“It has $365 billion of cash that's mainly invested in short-term treasuries… the Fed essentially gave Berkshire a billion-dollar raise by raising rates.”
♫
Said on Motley Fool Hidden Gems Investing
“I’ve already owned a lot of two-year notes because I don’t think the Fed’s going to be raising rates four times”
Macro Voices · MacroVoices #552 David Rosenberg: Navigating The Noise
Play from 33:43
33:43
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
increased holdings of two-year Treasury notes because he expects the Fed will not raise rates four times
Said nearby on the same subject
“If you have not maxed out your IRA and 401k, you can do that. With every raise, aim to increase your savings rate.”
RB
Robert Brokamp
Rule Breaker Investing ·
“He said, we're going to raise rates at a measured pace… 25 basis points every six weeks… hedge funds sold puts because they knew it was 25.”
♫
Said on Alpha Exchange
“He just raised $10 million for a new startup ... Cal AI blew up ... pulled in over $30 million in annual revenue in under two years”
♫
Said on Claude AI Daily
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.