Evidence receipt / uncertainty
Published · transcript-backedSpeaker unverified: uncertainty
30 Oct 2023 Acquired Charlie Munger
“I don’t know how the world is gonna. I think… I didn’t know we were gonna have as much as we did.”
— Speaker unverified
Source trail
Everything needed to verify it.
- Speaker
- Speaker unverified
- Attribution
- Not verified from this transcript
- Claim type
- uncertainty
- Recorded
- 30 Oct 2023
- Publisher
- Acquired
- Episode
- Charlie Munger
Transcript context
…Will we have one $20 trillion company and then the next biggest company is—? I don’t know how the world is gonna. I think… I didn’t know we were gonna have as much as we did. They just happened. Would you continue investing in China? What's your position on that? My position in China has been that: (1) the Chinese economy has better future prospects over the next 20 years than almost any other big economy. That’s number one. (2) The leading companies of China are stronger and better than practically any other leading companies anywhere, and they're available at a much cheaper price. So naturally, I'm willing to have some China risk in the Munger portfolio. How much China risk? Well that's not a scientific subject, but I don't mind whatever it is, 18% or something. Whatever its worked out in the Munger family, it's okay with me. What about other geopolitical considerations? Would you hold TSMC at this point?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.