Video

Data

Text duration start ents sentiment
nine equity portfolios real live money 4.72 Jump to 90.56
    CARDINAL nine
seven billion dollars we sold all of our 5.119 Jump to 92.96
    MONEY seven billion dollars
of 2019 and the reason we did it is we 5.68 Jump to 98.079
    DATE 2019
run concentrated portfolios of 35 to 40 5.12 Jump to 100.72
    CARDINAL 35 to 40
call for 2022 4.08 Jump to 128.239
    DATE 2022
but ultimately we still think s p 500 7.2 Jump to 138.64
closes that 5300 245 earnings and 6.32 Jump to 141.12
    CARDINAL 245
so brian um given that 5300 target that 5.2 Jump to 159.36
    CARDINAL 5300
5300 3.76 Jump to 176.08
    CARDINAL 5300
for 2022 is the year of the second 4.72 Jump to 184.0
    DATE 2022
    DATE the year of the second
but we actually think the second half of 2.8 Jump to 212.4
    DATE the second half
one of the best companies in the world 3.519 Jump to 231.28
    CARDINAL one
that's why we own apple across five 4.159 Jump to 232.64
    CARDINAL five
different portfolios six portfolios i'm 4.64 Jump to 234.799
    CARDINAL six
we do not think we're going to see five 3.36 Jump to 249.68
    CARDINAL five
is saying four at we actually think 4.959 Jump to 254.4
    CARDINAL four
it could be three uh especially given 4.96 Jump to 256.88
    CARDINAL three
and read what i was writing in 1998 or 5.68 Jump to 322.0
    DATE 1998
even 2010-11 we were expressly critical 4.321 Jump to 324.639
    DATE 2010-11
didn't stop qe until 2014. i think this 4.24 Jump to 330.88
    DATE 2014