thematiccrashnburn: Buffett's 2024 shareholders 'meeting hits heavily
The Berkshire Hathaway shareholders 'meeting was held in the small town of Omaha, Nebraska, which attracted global investors' attention. Sina Finance had a conversation with Jane Liu, assistant professor of economics at the University of Nebraska, at the shareholders 'meeting.
She believes that for value investment, the impact of macroeconomics, monetary policies and global economic changes on industries closely related to trade cannot be ignored.
When talking about the changing trend of the U.S. economy, she pointed out that after the epidemic, there has been an increase in the trend of working from home, which then has an impact on some industries, such as the rise in real estate prices. There is such a trend across the United States. Due to high interest rates, the Internet and technology industries, which have grown rapidly during the epidemic, have also suffered some impacts.
(Kang Lu, director of Sina Finance North America Station, sent a message from Omaha)