Santangel's Review

Commentary

Video of Charlie Munger Appearance

Charlie Munger sat on a panel at a recent conference and the video is now available. The panel is worth watching in its entirety, but if you want to just hear Charlie, he speaks at the following minute marks:

  • 13 minutes, 45 seconds: Speaking about BYD and then goes into how his investment philosophy evolved (from cigar butts)
  • 36 minutes, 30 seconds: A “Mungeresque” discourse on on US energy policy
  • 56 minutes, 40 seconds: Thoughts on China
  • 1 hour, 2 minutes, 43 seconds: “Bonds are for suckers”
  • 1 hour, 4 minutes, 20 seconds: Thoughts on the US-China relationship