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b'My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, and where opportunities may lie. Please enjoy.\\n This episode is brought to by\\xa0Koyfin.\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n (1:42) \\u2013 (First question) \\u2013 Adjustments to his portfolio in the age of a pandemic\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (6:41) \\u2013 Chris Bloomstran Podcast Episode\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (9:36) \\u2013 The Federal Reserve Act\\n (12:32) \\u2013 Surprising action in the markets during the crisis\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 (13:08) \\u2013 2020 Investment Letter\\n (15:02) \\u2013 Why we won\\u2019t see the same performance in tech over the future as we\\u2019ve seen the last decade\\n (21:00) \\u2013 The carnage in energy sector and return potential\\n (30:06) \\u2013 Berkshires activity since the crisis started\\n (35:48) \\u2013 Where sectors are valued in the current market\\n (41:12) \\u2013 Expectation for deflation over inflation\\xa0\\n (48:54) \\u2013 Characteristics to look for in businesses to own over the next 10 years\\n (52:05) \\u2013 Economic factors they are focusing on\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on Twitter at @patrick_oshag'