The video discusses investment strategy amidst fluctuating news cycles, drawing insights from Warren Buffett and Charlie Munger on how to navigate macroeconomic factors. The key strategy is to disregard daily news and macroeconomics, focusing instead on individual business fundamentals. The video highlights Microsoft (MSFT) as an example of a company with structural growth propelled by cloud computing and AI trends, supporting a long-term investment perspective rather than reacting to short-term news. Also, Hess Midstream (HESM) is mentioned as a recent purchase, following a dip in its price, emphasizing a dividend-focused portfolio strategy. It advocates for building positions in businesses understood well, rather than being swayed by market volatility due to events such as potential war, in a bullish trend prediction.