CNBC’s Tanvir Gill quizzes renowned value investor Guy Spier on how to play the markets right now.

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Spier, who calls himself an “ardent disciple” of legendary investor Warren Buffett, manages the $350 million Aquamarine Fund. Spier closely follows Buffett’s investing principles, and the Aquamarine Fund is inspired by the original 1950s Buffett Partnership era.

For Spier, the U.S. remains the “safe haven par excellence,” given its “unparalleled” geographical and economic advantages. He’ll likely discuss some of the country’s biggest stocks, including Alphabet, Bank of America, and Micron Technology, as well as global companies Alibaba, BYD, and Ferrari.

Spier is also expected to share his thoughts on AI winners, “pockets of gross overvaluation” in tech, the “extremely overlooked” sector of oil and gas, as well as U.S. banks.

Spier’s fund, which was started in 1997, has logged an annualized return of 9% since then, according to Aquamarine. That compares to the S&P 500‘s 8.2%, the MSCI World‘s 6.9%, and the FTSE 100‘s 3.6%.

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