On the 25th anniversary of September 11, the Iron Gate team reflects on the day that changed our nation forever and the importance of never forgetting. Brett, Brian, and Mike share their personal memories, including how Mike’s workplace became a resource for connecting families with loved ones in New York. They reflect on America’s resilience and what the market’s recovery can teach us about maintaining perspective through uncertainty.
The conversation also explores rising oil prices, inflation, and why the team remains focused on the long term despite unsettling headlines. They discuss whether Google is becoming a modern-day Berkshire Hathaway and how investments beyond a company’s core business can create value, while examining the risks of AI companies financing one another. Finally, they explain why leadership and incentives matter—and why investors should understand how the people managing their money get rewarded.
– Here’s to wise investing.
