Financials: Here's What Warren Buffett is Buying and Selling
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 17 August 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment!
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.2 | Wild-Curt! Wednesday. And we're talking energy. and today we're talking tech. |
| 0:24.0 | Let's dive in. |
| 0:27.0 | It's Monday, August 17th. |
| 0:29.0 | I'm your host Jason Moser and on this week's financial show we're picking up |
| 0:32.0 | where we left off last week with the Berkshire Hathaway |
| 0:35.4 | conversation. Except this week we're going to dig into the company's most recently filed |
| 0:40.2 | 13F to take a closer look at some of the investing moves they've been making |
| 0:44.7 | over their own Farnham Street back from a well-deserved rest. It's CFP |
| 0:51.5 | certified and fully prepared. |
| 0:55.0 | Matt Frankel. |
| 0:56.5 | He's looking 10, he's looking rested, |
| 0:58.1 | Matt has everything going. |
| 0:59.8 | Oh, pretty good. |
| 1:01.4 | I take one week of unplugging time each year and this was it. So it's |
| 1:06.5 | always weird getting back in the swing of things after a week off. You know, the |
| 1:09.8 | first time I try to write something, it's like I have to remember my process again. |
| 1:13.6 | Yeah I'm right there with you it is it is yeah this is a creative job in many ways |
| 1:19.6 | and when you unplug fully, you realize you sort of, you leave that creative instinct behind |
| 1:27.6 | and that's one of those things you really, it needs ongoing practice, it needs constant |
... |
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