The Independent Advisors

The Independent Advisors Podcast Episode 327: Strong Earnings, Shaky Sentiment


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327 Topics:


  • Market Overview: U.S. stock indices face mixed monthly declines; year-to-date gains show market resilience.


  • Nvidia Earnings Impact: Strong Q3 results boost investor confidence; shares rise 5% in premarket after earnings announcement.


  • Berkshire Investment Shift: Buffett invests in Google, signaling confidence in tech and AI despite previous value-oriented strategies.


  • S&P 500 Performance Insight: Equal-weighted indices outperform traditional metrics, highlighting potential sector rotation for winter months.


  • Housing Affordability Issues: Median home prices near $420,000; mortgage payments consume 47% of median income, delaying homeownership.


  • Waymo Growth in Autonomy: Waymo records 1 million driverless rides monthly, demonstrating increased consumer adoption of autonomous technology.


Show Notes:


Berkshire Buys 17.8M Share of $GOOGL

https://x.com/amitisinvesting/status/1989779215156215956?s=20

X Post @SethCL Seth Golden Nov 13, 2025

https://x.com/SethCL/status/1988951591668359410?s=20

Charlie Bilello’s “Week in Charts” – 11/13/25

https://bilello.blog/2025/the-week-in-charts-11-13-25?

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The Independent AdvisorsBy Mark McEvily

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