SBS Economic Freedom Salon discovers insights that overcome the times through analysis and interpretation delivered by the best economic experts.

In today's live, we'll focus on Omaha sage Warren Buffett's analysis of the current state of the economy. We would like to invite Sohyun Park, Director of Shinyoung Securities, who recently attended the Berkshire Hathaway Shareholders Meeting in Omaha, USA, to listen to the 'Observation of Financial Experts'. (Hosted by Son Seung-wook)



Berkshire Hathaway Shareholders Meeting

Q. You went to Berkshire Hathaway's shareholders' meeting in Omaha, USA. Which message is most memorable?

Q. Berkshire Hathaway shareholders' meetings, which attract so many people every year, what do you think is the significance of the Berkshire Hathaway shareholders' meeting as a professional?



Read Buffett's World

Q. Anxiety about a recession in the second half of the year is spreading on Wall Street. Buffett had a gloomy outlook for the U.S. economy. How did you see it?

Q. There are still aftershocks. The crisis of the local banks of the United States. What was your assessment of the SVB incident?

Q. I'm also curious about Buffett's thoughts on AI such as Chat GPT, which is all the rage these days.

Q. Elon Musk and you also gave your opinion on electric cars, how did you hear it?

Q. There was also a question about whether the dollar will continue to be a reserve currency. I'm also curious about your opinion on the US-China conflict. What is your opinion on the world situation?



Buffett's Portfolio

Q. Let's start with Buffett's portfolio. Let's start by talking about Warren Buffett's investment in a Japanese trading firm. Is there a reason why Buffett invested in Japan's economy, which is a symbol of an aging population?

Q. On the other hand, Buffett recently sold a large stake in TSMC, a Taiwanese semiconductor foundry. What does that mean when you put Buffett's investment principles into perspective?

Q. Is there another notable change in Buffett's portfolio recently? You're expanding your stake in energy companies. How should I look at this?

Q. If you look at your portfolio, Apple is still the most numerous. Recent articles have not performed well, and there is also this kind of analysis. Overall, let's take a look at the characteristics of Buffett's pot folio and the current situation.


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