2023 IMA Annual Client Meeting

On Apr 30, 2023

Thank you to everyone who came to Denver for the IMA Client Meeting. I enjoyed answering your questions and hope this video allows you to reflect on my answers.

Chapters:
0:00 – Disclaimer/Introduction
2:20 – Vitaliy Katsenelson Introduction
15:20 – Michael L. Conn Introduction
17:42 – Silicon Valley Bank & Banking System
29:08 – Insured & Uninsured Banks
37:30 – War in Ukraine
40:08 – View on China
41:55 – Inflation & Stagflation
46:05 – Triump Financial & Svenska
55:22 – Triumph Financial Fraud Detection
56:39 – Currency Exposure
59:50 – J.G. Wentworth & Qurate Retail
1:07:45 – Artificial Intelligence
1:11:29 – Natural Resource Companies
1:16:20 – Healthcare Sector
1:20:34 – Where Do I Get My Investment Ideas?
1:28:10 – Tobacco Stocks
1:32:48 – Thank You and Exit

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