QAV S04E48 — Get Back Omicron

from QAV Investing Podcast (Free Edition) Hosted by Cameron Reilly

This week we talk about the market’s reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark’s latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve. In the club edition, we also talk about why we’re not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price. And, of course, The Beatles.

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QAV S04E48 — Get Back Omicron

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This episode is 34 minutes long.

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This episode was published on November 30, 2021.

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