In this week’s podcast, I had the pleasure of speaking to Victor Dergunov.
Victor considers himself a diversified investor, and we talked about various stocks and sectors, the economy and crypto.
Amongst other things, he made a compelling argument for why Palantir could be a great long-term buy at these prices and also talked about why he is bullish on Gold, Silver and Bitcoin.
01:15: Victor introduces himself, and talks briefly about his time in Ukraine
04:00: Victor talks about his finance background and how he got started on SA
10:30: What’s your investment ethos?
12:30: Collar Plays
16:15 Tech Earnings
26:50 Palantir and Tesla
30:15 Palantir, really? SBC and Profitability
37:15 Macro Outlook. QE Infinity?
50:30 Are we in the 1970s?
51:30 Gold companies are cheap
54:20 Talking Bitcoin
1:01:00 Altcoins
1:08:20 Technical Analysis. Astrology for men?
1:13:15 International stocks. Is China investable?
