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Patience Pays: Market Insights and Undervalued Opportunities

Patience Pays: Market Insights and Undervalued Opportunities

Schwab Network · Schwab Network

June 9, 20258m 34s

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Show Notes

John Schloegel shares his market insights and favorite undervalued businesses, including Merck & Co. (MRK) and PepsiCo (PEP). He also discusses the potential for a pullback in the 60/40 portfolio and why he's not convinced it's dead yet. He emphasizes the importance of patience and long-term thinking, citing Warren Buffett's advice to only need one or two good investment opportunities every few years to be successful.


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