2023 IMA Annual Client Meeting

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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