Kevin O’Leary: Digging into Mr. Wonderful’s Investment Philosophy

Published on
March 26th, 2021
Duration
52 minutes

Fourth Turning Update: The Pandemic’s Impact on Demographics, the Economy, and Society


Kevin O’Leary: Digging into Mr. Wonderful’s Investment Philosophy

The Interview ·
Featuring Kevin O'Leary and Raoul Pal

Published on: March 26th, 2021 • Duration: 52 minutes

Famed investor Kevin O’Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to discuss his investment philosophy and why he rebalanced his portfolio to include 70% equities and 30% fixed income. He increased his weighting in gold to 5%, took a position in Bitcoin for the first time, and stresses the importance of ethical mining and why investors need to know where their Bitcoin is mined. When it comes to private market investments, O’Leary looks for direct-to-consumer companies as he has seen a digital pivot in America during the coronavirus pandemic, and he aims to find companies that have figured out social media and customer acquisition costs. Filmed March 22, 2021.

Key Learnings:
O’Leary builds his own index as chairman of O’Shares ETFs and shares his balance of U.S. and European stocks: O’Shares U.S. Quality Dividend (OUSAX), O’Shares U.S. Small-Cap Quality Dividend ETF (OUSMX), O’Shares Global Internet Giants (OGIGX) and O’Shares Europe Quality Dividend ETF (OEURX). He has studied throughout history how equities provide a bit of protection in the beginning of inflationary times because they have pricing power when