Subject: Chris Bloomstran on VAH
Nice hour long interview of Chris from VAH podcast today- Berkshire, Mag 7 (over)valuation & projected 10 year returns, AI Capex, Oil-look through?, his recent buys/sells, what will it take for a housing recovery-all amongst the topics of discussion.

His Semper Augustus fund returned +42% in 2025, a record year.

https://www.youtube.com/watch?...