Sign up to save your podcasts
Or
Share The Greg Abel Era at Berkshire
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Greg Abel Era at Berkshire
Recorded on: May 6, 2026
This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.
0:00- Introduction
2:14- High valuations for AI-adjacent names
11:48- Google’s AI update
21:15- Apple’s strong results
24:49- Greg Abel at the Berkshire AGM
28:53- Berkshire’s capital allocation changes
View all episodes
By Barry Schwartz
4
55 ratings
Recorded on: May 6, 2026
This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.
0:00- Introduction
2:14- High valuations for AI-adjacent names
11:48- Google’s AI update
21:15- Apple’s strong results
24:49- Greg Abel at the Berkshire AGM
28:53- Berkshire’s capital allocation changes
More shows like Long Term Investing - With Baskin Wealth Management
View all
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
3,347 Listeners
Build Wealth Canada Podcast
14 Listeners
The Meb Faber Show - Better Investing
943 Listeners
The Rational Reminder Podcast
472 Listeners
The Intrinsic Value Podcast - The Investor’s Podcast Network
556 Listeners
Excess Returns
84 Listeners
The Memo by Howard Marks
435 Listeners
The Canadian Investor
82 Listeners
Business Breakdowns
355 Listeners
Angry Mortgage
12 Listeners
The Canadian Real Estate Investor
30 Listeners
The Loonie Hour
10 Listeners
Market Call
20 Listeners
The Wealthy Barber Podcast
63 Listeners
In the Money with Amber Kanwar
20 Listeners