Financials: Real Estate, Buffett’s Bank Stock Buying Spree, and An Update on the War on Cash Basket

Industry Focus

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4.6 • 854 Ratings

🗓️ 19 November 2018

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Do you invest in real estate? In this episode of Industry Focus: Financials, host Jason Moser sits down with the Fool’s own Matt Argersinger to talk about why this asset class can be a smart addition to investors’ portfolios. Plus, Fool.com contributor Matt Frankel, CFP sheds some light on the flurry of bank stock buying we’re seeing from Warren Buffett-led Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B). Finally, it’s been a rocky month or so for our “War on Cash” basket of stocks, but that doesn’t mean there’s anything wrong with these companies business-wise.

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Transcript

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0:00.0	This episode of Industry Focus is brought to you by Molecule, the world's first molecular air purifier that reduces symptoms for allergy and asthma sufferers.
0:09.0	For $75 off your first order, visit Molecule, that's M-O-L-E-K-U-L-E-D-com and enter the promo code
0:18.8	Fool 7-5. Welcome to Industry Focus, the podcast that dives into a different sector of the stock market each day.
0:28.0	It's Monday, November 19th. I'm your host, Jason Moser on today's show we're going to talk about Berkshire's 13F
0:33.5	their latest buys. This quarter shows a big fondness for banks apparently but
0:38.5	Matt will get into that for us and we'll recap the war on cash for this most recent earning season talk about
0:44.8	the good the bad and what's to come we'll tap into Twitter of course and as always
0:49.3	give you one to watch but we begin this week with another installment of Between Two Fools.
0:55.0	Maddie Arger Singer has been investing here at the Motley Fool now for over 10 years
0:59.2	and has established quite the track record along the way. This week on Between Two Fools
1:04.2	Maddie and I caught up on the subject of real estate, why it should matter to
1:07.9	foolish investors and how he and his team are getting ready to help you become
1:11.9	smarter, happier, and richer.
1:16.0	Hey Matt, tell us, so why should investor-focused listeners be interested in real estate?
1:23.0	That's a great question.
1:25.0	Well, it's the real estate is the third largest asset class behind bonds and stocks.
1:30.0	So it's a massive market.
1:31.0	In fact, if you look at Zillow's number
1:33.7	of the value of US residential real estate,
1:36.9	it's about 32 trillion, which is actually bigger
1:40.6	than the size, the market capitalization of the U.S. stock market.
1:43.8	Wow. So the value of the U.S. housing market is bigger than the stock market.
	...

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