The Meb Faber Show: “Learn How To Invest With The Tariff Wars (Carl Kawaja Explains)”
The Meb Faber Show: “Learn How To Invest With The Tariff Wars (Carl Kawaja Explains)”
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Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades.
In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(1:46) Intro
(8:04) Compounding investments
(13:47) Global investment insights
(21:35) Market sentiment and trade policy discussions
(28:01) Emerging markets
(32:11) Tech, AI, and healthcare
(37:34) Sports gaming industry
(51:42) Biotech and healthcare investment opportunities
(57:00) Carl’s most memorable investment
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