We Are More Allocated Toward Quality at This Point, Says Diamond Hill’s Burkett

The video discusses the ongoing trade tensions, particularly focusing on Huawei and the potential for a full-blown trade war. It examines the possible impacts on the global economy, corporate earnings, and share prices. The discussion highlights how different companies, like Walmart and Cisco, are responding to tariffs and the potential for increased costs. The video also covers investment strategies, emphasizing the importance of considering financial leverage, cyclicality, and business quality in the current economic climate.

How do the earnings reports of large companies like Walmart reflect the impact of tariffs?

What strategies should businesses consider in light of potential economic recessions?