#1438 Chris Pavese | Wall Street Investor on Bitcoin, Zyn, and Great Stocks
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 15 November 2024
⏱️ 101 minutes
🧾️ Download transcript
Summary
Chris Pavese is the President & Chief Investment Officer at Broyhill Asset Management. In this conversation, we discuss investing strategy, time horizons, what makes his firm successful, evaluating stocks, reasons to sell, why he invested in Philip Morris, ZYN trend, book recommendations, and bitcoin.
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Transcript
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| 0:00.0 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
| 0:07.7 | podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from the |
| 0:26.5 | world's most interesting people. So let's get in to today's episode. Anthony Pompliano |
| 0:31.4 | runs Pomp Investments. All views of him and the guests on his podcast are surely their |
| 0:36.4 | opinions and do not reflect the opinions |
| 0:38.4 | of pomp investments. You should not treat any opinion expressed by pomp or his guest as a |
| 0:43.5 | specific inducement to make a particular investment or follow a particular strategy, but only as an |
| 0:48.7 | expression of his personal opinion. This podcast is for informational purposes only. |
| 0:54.5 | There are so many different ways to make money in the market, right? You've got guys that |
| 0:59.0 | you've got macro traders like we talked about. You've got short sellers. You've got trend followers. |
| 1:03.0 | You've got, right, the high frequency traders. You've got venture. And not everything works for |
| 1:09.1 | everybody. And not everything has to work. |
| 1:13.6 | And so there's an unlimited array of opportunities out there today. |
| 1:19.6 | And this is just the opportunity set right now. |
| 1:21.6 | A year from now, we'll have a different opportunity set. |
| 1:24.6 | So we don't have to get everything right. Again, it just goes back to like |
| 1:29.3 | picking our spots, right, like making sure we're investing where we can explain the thesis in |
| 1:35.5 | one or two sentences. We feel really good about it. And if we can't do that, we probably shouldn't |
| 1:39.8 | be involved. And so just knowing right where where your sweet spot is and where historically it hasn't, I think is a major edge. |
| 1:50.1 | So Chris, the place I want to start this conversation is you're very unique in that you have a strong philosophy of what I would consider kind of a traditional value investor. |
| 1:58.8 | You think very long term all over your website. You |
... |
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