Podcasts about Berkshire Hathaway

American multinational conglomerate holding company

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Latest podcast episodes about Berkshire Hathaway

TD Ameritrade Network
GOOGL Rally "Long Overdue," Gemini 3.0 & Cloud's Long-Term Prospects

TD Ameritrade Network

Play Episode Listen Later Nov 28, 2025 6:03


CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's future prospects. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Mythos Geldanlage
Folge 67: Time To Say Goodbye

Mythos Geldanlage

Play Episode Listen Later Nov 27, 2025 55:43


Am 31.12.2025 verlässt Warren Buffett, inzwischen 95jährig, die Brücke bei Berkshire Hathaway. Mit dem Schweizer Fondsmanager und Valueinvestor Sven Sommer versuche ich in dieser Folge seinen Anlagestil nachzuvollziehen. Aber diese Folge ist auch eine Reminiszenz an den wohl bedeutendsten Investor der letzten Jahrzehnte, wenn nicht sogar aller Zeiten. Buffett von Vielen zitiert, aber auch verstanden? Antwort und nicht nur auf diese Frage gibt's hier.

The Young Investors Podcast
Michael Burry Is Back!! + Buffett's Huge New Bet!?

The Young Investors Podcast

Play Episode Listen Later Nov 24, 2025 52:24


In this week's episode, we discuss Michael Burry's return to the public eye after a 2 year hiatus, Berkshire Hathaway's huge investment in Google and more!Thanks to Seeking Alpha for sponsoring this episode! Start your 7 day free trial & get $30 OFF your first year: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.seekingalpha.com/2DC4DWS/4G6SHH/?creative_id=12⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Now available on YouTube, Apple Podcast, Spotify & most other platforms!Spotify:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2caCydo...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/au/podcast...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠★ ★ OUR CHANNELS ★★Hamish:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/hamishhodder⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brandon:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCvSX...⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠★ ★ FOLLOW US ★ ★Instagram (Hamish) ► hamishhodderofficialInstagram (Brandon)► new.money.officialBrandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#1305795⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of Guideway Financial Services Pty Ltd, AFSL⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#420367⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's FSG available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.

GFBS Grand Forks Best Source
Berkshire Hathaway HSFR – “Small Town Real Estate"

GFBS Grand Forks Best Source

Play Episode Listen Later Nov 21, 2025 15:26


On your Berkshire Hathaway Home Services Family Realty Podcast, realty expert, Makenna Fenner is talking about Real Estate in Small Towns. Show is recorded at Grand Forks Best Source. For studio information, visit www.gfbestsource.com Or message us at bit.ly/44meos1 #grandforksnd @grandforksnd @THECHAMBERGFEGF #realestate #market #equity #grandforksbestsource #grandcities @homesgrandforks #berkshirehathaway

The WorldView in 5 Minutes
Only 11% of U.S. churchgoers have Biblical worldview, Muslims in Congo killed 17 patients in a Christian hospital, The phase out of the Dept. of Education

The WorldView in 5 Minutes

Play Episode Listen Later Nov 20, 2025


It's Thursday, November 20th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Muslims in Congo killed 17 patients in a Christian hospital Sheer evil has struck Africa again. Last Friday, Muslim militants with the Allied Democratic Forces killed 17 people at a Christian hospital in the eastern Democratic Republic of Congo.  The armed rebels killed patients in their hospital beds, including women who were nursing their babies. Such civilian massacres are becoming more common in the Christian-majority area. Congo is ranked 35th on the Open Doors' World Watch List of the most dangerous countries to be a Christian. Open Doors' profile for the country notes, “Allied with the Islamic State group, the [Allied Democratic Forces] abduct and kill Christians and attack churches, leading to widespread terror, insecurity and displacement.” European Court of Human Rights denied rights of unborn humans The European Court of Human Rights  ruled in favor of abortion last week, denying the rights of unborn humans. The case began when a woman wanted to get an abortion in Poland after discovering her baby had a genetic disorder. However, Poland's Constitutional Tribunal had struck down abortion on the basis of disability.  So, the woman travelled abroad for an abortion and challenged Poland's decision. The European court ruled against Poland in the case. Dr. Felix Böllmann with Alliance Defending Freedom International warned, “This judgment sends a troubling signal that the Court is again willing to overstep its role. The Court should return to its original mission of protecting genuine human rights, not inventing false ones.” Isaiah 10:1-2 says, “Woe to those who decree unrighteous decrees, who write misfortune, which they have prescribed to rob the needy of justice ... that widows may be their prey, and that they may rob the fatherless.” U.S. pregnancy centers are seeing growth In the United States, pregnancy centers are seeing growth in recent years. The Charlotte Lozier Institute released its 2025 National Pregnancy Center Report. The study found 2,775 pregnancy centers provided over $452 million in care, education, and material goods to families in 2024. The centers also saw over one million new clients for the first time last year. That's the equivalent of each location serving a new client every day! The phase out of the unnecessary Department of Education The U.S. Department of Education announced Tuesday it is handing off major responsibilities to other federal agencies. This is part of the Trump administration's plan to close the department.  The plan transfers major programs to the Departments of Labor, Interior, State as well as Health and Human Services. Listen to comments from U.S. Secretary of Education Linda McMahon. MCMAHON: “The announcement really follows the plan that President Trump has had since Day 1, and that is returning education to the states.  He fully believes, as do I, the best education is that that is closest to the child, and not one run from a bureaucracy in Washington D.C.” Only 11% of U.S. churchgoers have Biblical worldview Christian researcher Dr. George Barna released his latest survey on the worldview of Americans, specifically regular churchgoers. The report found only 11% of churchgoers have a Biblical worldview. Only 54% say the Bible is the inspired, error-free Word of God. About 50% or less believe the Bible speaks clearly on moral issues. And 32% of churchgoers now prefer socialism over capitalism. Dr. David Closson, Director of the Center for Biblical Worldview at the Family Research Council, commented on the study.  He said, “The answer to these trends is not despair, but a return to the faithful proclamation of God's Word. We must help Christians connect their zeal for God with the knowledge of God, as Scripture commands in Romans 10:2.” That verse says, “For I bear them witness that they have a zeal for God, but not according to knowledge.” WalMart CEO and Berkshire Hathaway CEO retire And finally, CEOs of U.S. companies are leaving at record rates this year. This comes as many executives are reaching retirement age. For example, 59-year-old Doug McMillion will retire from being CEO of Walmart next year after leading the retailer's growth for over a decade.  In another case, 95-year-old Warren Buffett is stepping down as CEO of Berkshire Hathaway this year. After 60 years in leadership, the renowned investor sent out his final letter to shareholders last week.  In his final thoughts, Buffett wrote, “Greatness does not come about through accumulating great amounts of money. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it's hard to beat The Golden Rule as a guide to behavior.” Buffett's billions funded millions of abortions Too bad Buffet has not used his resources to treat the unborn children in the womb with such Golden Rule kindness. Instead, the Media Research Center reported that Buffett's grants to abortion groups through the Buffett Foundation totaled at least $1.3 billion between 1989 and 2012. (The tax returns from 1997 to 2000 were missing.)  The New York Times reported, “Most of the [Buffet] Foundation's spending goes to abortion and contraception.”  Buffett's biographer describes him as having “a Malthusian dread” of population growth among the poor. And the Buffett Foundation's spending in this area was accelerating rapidly as the 2000s unfolded. Beneficiaries of Buffett's deadly giving include $300 million for abortion giant Planned Parenthood as well as millions more for the National Abortion Rights Action League, the National Abortion Federation, Catholics for a Free Choice, Abortion Access Project, Population Council, Marie Stopes International, the Center for Reproductive Rights, and dozens of other pro-abortion advocates. In addition, the Buffett Foundation gave money that was instrumental in creating the abortion drug RU-486 and pushing it through clinical trials. Tragically, 63% of mothers who abort in America today use this deadly drug to kill their babies. Close And that's The Worldview on this Thursday, Novem ber 20th, in the year of our Lord 2025. Follow us on X  or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus

American Ground Radio
Trump and McMahon Move Towards Closing the Dept. of Education That's Failed It's Mission

American Ground Radio

Play Episode Listen Later Nov 20, 2025 42:09


You're listening to American Ground Radio with Louis R. Avallone and Stephen Parr. This is the full show for November 19, 2025. 0:30 We walk through one of Donald Trump’s most brilliant strategic maneuvers—one the media will never credit him for and Democrats will swear was pure coincidence. Trump didn’t demand the release of the Epstein files, didn’t beat the drum, didn’t turn it into a rally chant. He hesitated just enough to send Democrats into full Trump-Derangement overdrive, convincing themselves they were “standing up” to him. And in that frenzy, Democrats in the House voted unanimously to release documents that could expose their own donors, their own Hollywood friends, and, as newly revealed, even their own party leader, Hakeem Jeffries. 9:30 Plus we cover the Top 3 Things You Need to Know. Billionaire Democrat Tom Steyer has announced he's running for Governor of California next year. The Department of Homeland Security has issued a Civil Emergency for Broadview, Illinois where pro-illegal alien activists have been rioting outside of an ICE facility. Federal Judge Orlando L. Garcia is ordering teachers in Texas to remove posters displaying the 10 Commandments from classrooms across the state. 12:30 Get Performlyte from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 13:00 Even in Congress there are still supposed to be some basic standards of conduct, especially when you’re representing the United States abroad. Speaker Mike Johnson is trying to restore that sense of honor. After an alcohol-related incident during an official trip to Mexico Rep. Dan Crenshaw from Texas, has been banned from international travel for three months. 16:00 The American Mamas tackle a difficult listener question: When a couple divorces, should they tell the kids if infidelity was involved? Teri Netterville and Kimberly Burleson explore different perspectives on honesty, timing, protecting children, and how to handle complicated situations when emotions are high. The conversation highlights how every family’s circumstances are different — and why compassion and careful communication matter. If you'd like to ask our American Mamas a question, go to our website, AmericanGroundRadio.com/mamas and click on the Ask the Mamas button. 22:30 We dive into the surprising public reunion between Elon Musk and former President Trump, reacting to their renewed friendliness and the buzz surrounding it. 25:00 We Dig Deep into President Trump’s push to dismantle the Department of Education—and how Education Secretary Linda McMahon is quietly making it happen piece by piece. Instead of just flipping off the lights and walking away, McMahon is moving programs into agencies where they actually make sense. We're walking you through why the Department of Education never lived up to its mission, how test scores have slid since its creation in 1979, and why so many states and parents want control returned to the local level. 32:00 Get Prodovite Plus from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 32:30 We dive into the growing national uproar over the NFL’s choice of Bad Bunny as the next Super Bowl halftime performer—months before the game even kicks off. We break down comments from Gracie Hunt, daughter of Kansas City Chiefs owner Clark Hunt, and we debate whether Bad Bunny is even on the same level as past performers. 35:30 Plus, Warren Buffet's annual Berkshire Hathaway letter is a real Bright Spot. At 95, Buffett shares lessons that go beyond money. He reminds us to forgive ourselves for past mistakes, choose the best role models, and to live a life that you can be proud of. Work harder on yourself than on your job, because greatness isn’t about money, fame, or power—it’s about helping others. And the kicker? Kindness is costless—but priceless. Greatness comes from the way you treat people, not how much you earn or the headlines you make. Buffett’s advice is simple, timeless, and actionable. 40:00 We break down Congresswoman Jasmine Crockett’s recent comments about President Trump and his supporters, calling them “a cult” and questioning why anyone would back him. She seems to completely misunderstand what they stand for, and that's okay. Confidence and conviction matter, and you can’t let critics or mockery shake you from standing firm in your beliefs. But if anybody votes for Jasmine Crockett, we're saying, "whoa." 41:30 And we finish off with one of the most famous speeches in American history, the Gettysburg Address. See omnystudio.com/listener for privacy information.

Alles auf Aktien
Magische Nvidia-Nacht und was sie für die Tech-Rallye bedeutet

Alles auf Aktien

Play Episode Listen Later Nov 20, 2025 25:33


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Feiern von Alphabet, den erfreulichen Rüstungs-Dämpfer, das endgültige Comeback von SMA Solar und die Crash-Risiken, die ihr unbedingt kennen solltet. Außerdem geht es um Berkshire Hathaway, Lowe's, Home Depot, Target, GE Vernova, Rheinmetall, Renk, Hensoldt, Heidelberg Materials, Adobe, Semrush, Palo Alto, Meta, Oracle. Unsere Black-Friday-Aktion ist gestartet! Für kurze Zeit gibt es das digitale WELT-Abo zum Aktionspreis von nur 1,49€ statt 3,49€ pro Woche, ein Discount von 57%. Top-Journalismus für schmale 6,45€ pro Monat unter welt.de/angebot. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Podcasts der Shareholder Value Management AG
"I'm going quiet": Warren Buffett verabschiedet sich – Was bedeutet es für Anleger?

Podcasts der Shareholder Value Management AG

Play Episode Listen Later Nov 20, 2025 12:30


#warrenbuffett #alphabet #berkshirehathaway Warren Buffett tritt ab. Mit 95 Jahren sagt die Investment-Legende: „I'm going quiet“ – keine großen Aktionärsbriefe mehr, keine Auftritte auf der Bühne der Hauptversammlung. In diesem Video sprechen wir darüber, was dieser Schritt für Berkshire Hathaway, für Alphabet und für dich als Anleger bedeutet. ✍️ Frankfurter Investmentblog - Kapitalmarktupdates und Einzeltitel-Analysen: https://www.shareholdervalue.de/frankfurter-investmentblog ✍️ Frank Fischer Kolumne - Politik, Börse und Fonds-Updates: https://www.shareholdervalue.de/frank-fischer-kolumne

Club de lectura de MPF
Última Carta de Warren Buffettt a los accionistas de Berkshire Hathaway | Club de Lectura MPF

Club de lectura de MPF

Play Episode Listen Later Nov 19, 2025 46:57


BizNews Radio
BN Briefing: Southern Sun's big bet, Mining job cuts and Viljoen vs Heystek

BizNews Radio

Play Episode Listen Later Nov 19, 2025 13:03


Southern Sun's October occupancy jumps to 73.3% – the highest since the 2010 World Cup – signalling a major recovery for South African tourism, with the group committing R500m to a 50-year Durban hotel lease. Pick n Pay stabilises as the Ackerman family backs the turnaround, while rising power tariffs force retrenchments at Merafe. Plus, local is lekker proves true in a four-year investment contest, and in a surprise move, Berkshire Hathaway buys $5bn of Alphabet shares.

TD Ameritrade Network
Silver: A.I. "Zero-Sum Outcome," Looking Beyond Mag 7 for Growth

TD Ameritrade Network

Play Episode Listen Later Nov 18, 2025 9:33


Caleb Silver (@investopedia) previews Nvidia (NVDA) earnings and notes that there is a lot of retail investment in the name, along with other tech stocks that have been beaten up recently. He says if it's not a blowout quarter with sky high guidance, he expects investors to punish NVDA stock because expectations are just so high. “The whole game here is a zero-sum outcome: either you control A.I. ...or you're paying into these companies.” Caleb also talks about the significance of Berkshire Hathaway's (BRK/B) $4.3 billion stake in Alphabet (GOOGL) and why investors need to look beyond the Mag 7 for growth. He labels Palantir (PLTR) and Seagate (STX) as high-flyers that many investors missed in 2025.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
$1,000 Price Target for TSLA, Bullish on AMZN, NVDA, GOOGL

TD Ameritrade Network

Play Episode Listen Later Nov 18, 2025 6:22


“I really believe in Amazon,” says Ben Sturgill, citing its forecast for AWS growth. He encourages investors to buy the dip on tech giants, anticipating AMZN to climb to $300/share next year. He calls Nvidia (NVDA) the “core of the future of computing.” Ben has a $385 price target on Alphabet (GOOGL), noting Berkshire Hathaway's (BRK/B) increased stake. He thinks Tesla (TSLA) can hit $1,000 in the next few years, betting on a successful pivot to AI and robotics.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alles auf Aktien
Das KI-Orakel aus Omaha und Zahlen zum Riester-Renten-Desaster

Alles auf Aktien

Play Episode Listen Later Nov 18, 2025 23:00


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Peter Thiels Nvidia-Trennung, den Netflix-Split, die XPeng-Enttäuschung und eine Bank, die Europas Champion werden möchte. Außerdem geht es um Nvidia, Apple, Siemens Healthineers, DWS, Alphabet, Berkshire Hathaway, Dell, HP Enterprise, Saab, American Express, Bank of America, Coca-Cola, Chevron, Occidental, Moody's, Chubb, Kraft-Heinz, Deutsche Bank, iShares Core MSCI World ETF (WKN: A0RPWH). Die aktuelle "Alles auf Aktien"-Umfrage findet ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

De 7
18/11 | Belgische justitie worstelt met criminele crypto | Vreest Buffett dan geen AI-bubbel? | 'Lidl niet open op zondag door oneerlijke concurrentie'

De 7

Play Episode Listen Later Nov 18, 2025 16:15


Wat zit er in De 7 vandaag?Ons land loopt tientallen, zo niet honderden miljoenen euro's mis door niet goed genoeg te speuren naar crimineel cryptogeld. Dat blijkt uit een onderzoek van onze redactie.Berkshire Hathaway, het fonds van meesterbelegger Warren Buffett, investeert zwaar in Alphabet, het bedrijf boven Google. Gelooft Buffett dan niet in de AI-bubbel?En supermarktketen Lidl sluit openingen op zondag voorlopig uit. Eerst moet de politiek de paritaire comités hervormen. We praten in deze podcast met de CEO van Lidl België. Host: Bert RymenProductie: Roan Van EyckSee omnystudio.com/listener for privacy information.

Group Chat
$120K Jobs Nobody Wants | Group Chat News Ep 976

Group Chat

Play Episode Listen Later Nov 17, 2025 69:40


Group Chat News is back with the hottest stories of the week including Bill Ackman's viral "may I meet you" tweet, Warren Buffett posted his last letter to Berkshire Hathaway shareholders, a crypto update, Michael Burry is closing his hedge fund, emails from the Epstein files are released, Ford can't hire enough mecanics at $120K, Nike earnings, Steph Curry and Underarmor part ways. 

Squawk Pod
Kevin Hassett on Tariffs & Ken Burns on The American Revolution 11/17/25

Squawk Pod

Play Episode Listen Later Nov 17, 2025 43:39


President Donald Trump is rolling back tariffs on more than 200 food products, from coffee and beef to bananas and orange juice, as the White House faces rising frustration from Americans over grocery prices. National Economic Council Director Kevin Hassett explains the administration's push for affordability and the persistence of inflation. Then, Legendary Filmmaker Ken Burns walks through his newest project, The American Revolution, and the stories that shaped the nation. Plus, RBC Capital Markets' Lori Calvasina breaks down market sentiment and Alphabet rallies after Berkshire Hathaway takes a new stake. Lori Calvasina - 09:13Kevin Hassett - 23:19Ken Burns - 35:11 In this episode:Ken Burns, @KenBurnsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk Pod
5 Things to Know Before the Opening Bell 11/17/2025

Squawk Pod

Play Episode Listen Later Nov 17, 2025 1:21


The 5 things you need to know before the stock market opens today: Berkshire Hathaway has taken a roughly $5 billion stake in Google parent Alphabet, the Financial Times is reporting that Apple is stepping up the search for CEO Tim Cook's successor, Treasury Secretary Scott Bessent says the Trump Administration plan to send Americans rebate checks from tariff revenue would require legislation, Netflix's 10-for-1 stock split happens today, and YouTube and Disney reach a deal after a two-week standoff.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
Volatility and the AI Trade, Apple Jumps on Berkshire Stake, Apple and Succession 11/17/25

Squawk on the Street

Play Episode Listen Later Nov 17, 2025 42:51


Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

VG Daily - By VectorGlobal
Warren Buffett compra Google y vende Apple, mientras la economía “se siente” peor

VG Daily - By VectorGlobal

Play Episode Listen Later Nov 17, 2025 20:02


En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan los movimientos más recientes de Berkshire Hathaway y cómo Warren Buffett  reconfiguró parte clave de su portafolio, desde la inesperada entrada en Alphabet hasta los recortes en Apple y Bank of America. A partir de ahí, el episodio se mueve hacia la mirada macro de Dr. Kelly, quien advierte sobre la creciente brecha entre la realidad económica y la percepción social, y cómo esa desigualdad está moldeando el consumo, la política y la volatilidad de los mercados. Finalmente, Eugenio y Andre cierran con lo que viene esta semana, reportes cruciales como el de Nvidia y datos macroeconómicos que podrían marcar el tono del mercado en los próximos días. 

早安英文-最调皮的英语电台
外刊精讲 | 最新:95岁巴菲特“谢幕信”曝光!人的运气究竟从哪里来?

早安英文-最调皮的英语电台

Play Episode Listen Later Nov 17, 2025 8:38


【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Warren Buffett's Berkshire Hathaway Farewell: ‘I'm Going Quiet'正文:In one of his final missives as the company's leader, Mr. Buffett said he would accelerate his plans to disburse his fortune to his children's foundations.知识点:farewell /ˌfeəˈwel/ (noun / interjection)An expression of good wishes when someone is leaving; the act of saying goodbye告别;道别;再见(用于某人离开时表达美好祝愿)• Warren Buffett's letter included a heartfelt farewell to Berkshire Hathaway shareholders.(沃伦·巴菲特的信件中包含了对伯克希尔·哈撒韦股东的深情道别。)• They waved farewell as the train pulled out of the station.(火车驶出车站时,他们挥手道别。)获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你! 【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。

Alles auf Aktien
Schamlose Schweizer und die neue Lieblingsaktie der Hedgefonds

Alles auf Aktien

Play Episode Listen Later Nov 17, 2025 23:21


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden.  Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Tom Dupree Show
Why Income-Focused Investing Beats Speculation for Kentucky Retirement 11-15-25

The Tom Dupree Show

Play Episode Listen Later Nov 17, 2025


Navigating Market Volatility: Why Income-Focused Investing Beats Speculation for Kentucky Retirement When the tech-heavy Nasdaq drops 4% in a week and market sentiment shifts dramatically, how should those thinking about retirement or already in retirement respond? In this timely market update from The Financial Hour of The Tom Dupree Show, Tom Dupree and Mike Johnson provide real-time insights into recent market turbulence while reinforcing a critical principle: predictable income trumps price speculation when you’re living off your portfolio. Unlike mass-market advisory firms that leave clients guessing about portfolio holdings during volatile periods, Dupree Financial Group’s personalized investment management approach ensures you understand exactly what you own and why. This episode demonstrates how direct access to portfolio managers who invest in individual securities—rather than opaque packaged products—provides clarity and confidence when markets get choppy. Key Takeaways: Market Insights and Retirement Strategy Tech Sell-Off Context: The Dow dropped 794 points on Thursday as growth stocks pulled back from stretched valuations—a predictable correction in what Tom calls a “toppy market” Fed Rate Cut Expectations Shift: Market pricing for a December Fed rate cut moved from 95% probability to essentially a coin flip (50/50) in just days, affecting growth stock valuations Conservative Portfolios Outperform During Volatility: While the Nasdaq fell 4%, Dupree Financial Group’s dividend-focused, income-producing portfolio actually made money during the same period Flight to Quality Emerges: Investors moving toward healthcare, Berkshire Hathaway, and dividend-paying stocks as speculation cools Retirement Income Is Everything: Cash flow predictability matters more than price appreciation when you’re living off your investments 2026 Contribution Limits Announced: 401(k) increases to $24,500; IRAs to $7,500; new Roth catch-up rules for high earners Opportunities in Volatility: Dupree Financial Group added several positions in recent weeks, including quality names like Kroger Understanding the Recent Tech Sell-Off: What Happened and Why Tom Dupree opens the episode with characteristic directness about Thursday’s market action: “Stocks notch worst day in over a month as tech sell-off intensifies. The market was down 794, which you know, was probably about right and I think it’s still going down today.” But rather than expressing alarm, Tom’s reaction is measured: “I mean, you had to have known it was gonna happen.” Mike Johnson provides context: “Last Friday, you had a huge downdraft early Friday morning, and then it turned around, came back. That is a sign of a toppy market. At some point, you’ll get a longer sell-off.” Why Growth Stocks Pulled Back Tom explains the mechanics behind the sell-off: “When you have things trading at stretch multiples, you don’t necessarily have to have bad news for those things to come back down to earth. Sometimes just the news—they run up on the news or the expectation of the news, then they come off on the news itself.” This phenomenon particularly affects high-growth technology stocks that trade at premium valuations. Mike notes: “Since last Monday, the Nasdaq is down about 4%. That’s the super speculative, more growthy kind of names.” For those thinking about retirement in Kentucky, this volatility underscores why personalized portfolio analysis focused on income production rather than speculation provides more sustainable results. How Fed Rate Expectations Impact Growth Stocks One of the week’s most significant developments involved a dramatic shift in Federal Reserve rate cut expectations. Mike explains: “The market has drastically changed its expectations in terms of a Fed rate cut in December. It was priced in like 95% chance that they were gonna cut rates in December. Today, that’s basically a coin flip—50/50 is where it’s pricing it in.” The Interest Rate and Growth Stock Connection Why does this matter for stock valuations? Mike provides the technical explanation: “Growth stocks will typically warrant a higher multiple when rates are low or going down, positively correlated to falling interest rates. Warren Buffett used to talk about it—it’s the risk-free rate of return, typically the US government bond.” Tom adds practical context: “If it is lower, then it allows for a growth stock’s P/E to go higher. It doesn’t always correlate directly, but at times, there is a positive correlation that way. It’s a tailwind—it allows for the speculation, gives it permission to go higher.” However, both emphasize this is “not at all necessarily related to their business or how well it’s doing.” A company can report strong earnings and still see its stock drop 30% if market expectations were even higher. This disconnect between business fundamentals and stock price movements highlights why the Dupree Financial Group investment philosophy prioritizes income-producing securities over growth speculation for retirement portfolios. Conservative Portfolio Performance: Making Money While Tech Falls Tom shares a striking performance contrast: “Our firm, the portfolio we manage, is a more conservative setup. We’ve actually made a little money in here. Doesn’t mean we’ll always do that, but if you want to invest in the growth of America over a long period of time, you should have some money in growth stocks.” He explains their balanced approach: “We’re beginning to buy some around the margins. Not doing too well at it the last couple of days, but it’s tiny smidgen amounts. But we will do well with it because I think our research is good that we’re doing.” The Dividend and Bond Foundation The portfolio’s resilience comes from its core structure. Tom details: “For the other mix, we are buying dividend-paying stocks that are well known and government bonds. And so it’s enabled us to put together a pretty good year so far. We’re a month and a half from being over with.” This approach demonstrates a fundamental principle for those in or approaching retirement: predictable income from dividends and bonds provides stability that growth speculation cannot match. Mike reinforces this: “You made a lot of money, especially since April, in these growthier names. But they all finally give up the ghost at some point.” Flight to Quality: Where Smart Money Is Moving Mike identifies an important trend: “The last two weeks, you have started to see the—if you want to call it—flight to quality. You started to see areas broaden out into the rally, broaden out into other areas. Healthcare has actually done pretty well.” The Berkshire Hathaway Example Tom shares a specific investment decision that illustrates their active management approach: “We sold our Berkshire at a very nice price, and it pulled way back. And now we’re back in. We weren’t market timing—we were simply looking at the valuation and based on where investors seemed to think the company was gonna go, given that the big dude was just retiring. We thought it was too expensive. Sold it, bought it back. Looks like they’re still executing.” Mike adds context: “He actually just put out his Thanksgiving letter. It was five, six pages. He kind of does his little stories in there growing up. It was a nice letter. I’d encourage listeners to go read it.” The letter mentions Greg Abel (Buffett’s successor), gives a shout-out to Charlie Munger, and confirms Buffett will continue writing Thanksgiving letters, though stepping back from shareholder letters and annual meeting speaking. Tom notes why Berkshire attracts capital during volatile periods: “You saw a flight to quality because they have just an enormous cash hoard right now, and plus the businesses that they own—those are rock solid good companies.” This selective buying and selling based on valuation—rather than following index allocations—exemplifies the advantages of personalized investment management over autopilot strategies. Technology’s Impact on Employment: The Verizon Example Mike highlights a trend emerging from the AI and technology revolution: “You’ve seen several companies announce large job layoffs this week. Verizon announced 15,000 cut to the workforce, but when you look at it as an investor, this is the aspect of AI and just technology that we’ve been talking about the last year.” He explains the market’s reaction: “As the technology matures, you’re gonna see companies benefit from just the economies of scale. Verizon, ‘s stock was green, partly because of that announcement. They also appointed a new CEO who’s gonna focus more on the customer.” Tom adds historical perspective: “Anytime there’s a technological revolution, there’s a retraining process.” For Kentucky retirement planning, this underscores the importance of owning quality companies that can adapt to technological change while continuing to generate income—the type of holdings you can actually see and understand when working with local financial advisors who provide portfolio transparency. 2026 Retirement Account Contribution Limits: What You Need to Know Mike provides timely information for retirement savers: “They just came out with the new contribution limits for 401(k)s and IRAs for 2026.” The New Numbers 401(k) Contribution Limit: Increased to $24,500 (up $1,000) IRA Contribution Limit: Increased to $7,500 Catch-Up Contributions Age 60-63: Even higher contribution allowed during this specific age window Important New Rule for High Earners Mike highlights a critical change: “If you have a 401(k) with your employer and you’re—as the IRS quantifies it—a high earner (which in their definition is if you make over $150,000), if you do a 401(k) catch-up to your plan, which that’s if you’re over 50, they changed the rule on this. That catch-up contribution now has to go to a Roth 401(k).” He acknowledges the complexity: “It gets a little complicated because of if it’s this, then it’s that and the little rules. If you have questions about your 401(k), give us a call. We can talk with you about it because the rules are important. You want to maximize the assets that you have and you want to use everything to your advantage that’s given to you.” Beyond the 401(k): Why You Need Additional Investment Strategies Tom delivers a contrarian perspective on retirement planning’s most popular vehicle: “Money that you can save aside that’s not in a 401(k)—that is actually your own money. You can invest that money far more creatively than you can within most 401(k) plans.” He continues: “I would actually advise people not to use their 401(k) as their sole retirement planning source. Invest in some things outside of that that you can—buy some stocks. You can’t buy stocks inside a 401(k). I’m glad to have 401(k) rollovers when they come to us. I think it’s great. I’m glad that people have built money over time, but it’s not the most creative way to invest.” The In-Service Rollover Strategy Mike offers a solution many don’t know exists: “Let’s say you’re still working and you’re 59 and a half. The employer matches—you can still take part in the employer match into the 401(k), but you can take your balance of the 401(k), move that to an IRA. It’s what’s called an in-service rollover. No tax consequences.” The advantage? “Then you can invest it in some of these other things that we’ve been talking about. You can do that while at the same time still utilizing the 401(k) for the match or the tax deferral. It’s just strategically using the tools that are available.” This flexibility allows those approaching retirement to maintain employer matching benefits while gaining access to individual stock and bond investing—the foundation of Dupree Financial Group’s income-focused approach. Retirement’s Real Risk: Running Out of Money vs. Running Out of Life Tom references the statistic Mike shared in a previous episode: “You were talking about earlier—there was a study done that Americans are more worried about running out of money than they are about death.” He connects this to retirement timing: “I would think that applies more to people who’ve already retired who know that they’re not doing anything more to put anything back. That’s why I tell people, if you don’t have to, don’t retire because it’s not good for you. It’s good for people to have something to do, a reason to get out of bed in the morning, a reason to do this, to do that.” The Purpose Question: What Are You Retiring To? Mike emphasizes a critical distinction: “The biggest success stories of clients have been people who have that—what are you retiring to? It’s not where you’re retiring from. What are you retiring to? That’s where we’ve always seen success—is when they’re engaged, they’re active. And a lot of times, more and more often, it’s some sort of gainful employment.” Tom agrees: “Gainful employment can be a lot of things, but it has to be something that requires you to be involved in something—putting some points on the board.” For Kentucky retirement planning, this philosophical perspective complements the financial strategy: combining meaningful activity with income-producing investments creates both purpose and security. Why Retirement Is Inherently Risky (And How to Mitigate That Risk) Mike delivers a candid assessment: “The idea of retirement—I don’t care how big the pool of assets are—the idea of retirement is a risky proposition just because it’s unnerving. It’s scary. It’s a scary thing for people for a reason because you’re giving up control. You’re trying to replicate an income stream through the assets that you’ve saved. So it is a risky thing just by nature, and people are living longer.” He defines the advisor’s role: “Our job as advisors to our clients, as investors, is how do we in the most prudent way produce an income stream?” Tom responds: “Well, that’s where the rubber meets the road—cash flow. And to do that takes experience. You have to have seen some things in the past that worked and some things that didn’t work.” This accumulated wisdom—47 years in Tom’s case—represents a significant advantage of working with experienced local financial advisors rather than being assigned an investment counselor at a large national firm who may lack this historical perspective and market cycle experience. Finding Opportunities in Market Volatility Tom shifts to the practical implications of recent market choppiness: “Right now, you’re gonna need to look at some of these stocks that have gotten beat up and find some bargains in there because they’re gonna be there. There’s always opportunities.” He recalls recent successful positioning: “In April, when everybody was scared to death, you’re starting to see some things now that we’ve added several things to the portfolio in the last three weeks.” The Kroger Purchase: Quality at Reasonable Prices When asked to name something recognizable they’ve added, Tom reveals: “One place where you buy your milk and your gasoline—Kroger. We bought some Kroger.” This purchase exemplifies several principles: Buying quality companies during market weakness Investing in businesses that people actually use and understand Focusing on stable, dividend-paying companies rather than speculation Taking advantage of price volatility to acquire good businesses at better valuations This active decision-making—buying specific companies for specific reasons at specific times—contrasts sharply with passive index investing that automatically buys whatever the index holds, regardless of valuation or business quality. Review the market commentary archive to see how Dupree Financial Group has identified opportunities across various market environments. The Cornerstone of Retirement Portfolios: Predictable Income Mike emphasizes the foundation of their approach: “Markets are choppy—that’ll probably continue. That’s the nature of markets. But just you have to be diligent, always looking for opportunities, always looking for things that accomplish your goals. Fundamentals—look at the companies. That’s what we’re doing. We try to do that every day. We try to find things that work for our clients. That’s the goal.” He highlights what makes this possible: “But there’s accountability. Our clients know what they own. And the cornerstone of the portfolio is income because that is more predictable than price appreciation or price movement.” Tom connects this to retirement reality: “It’s very important in retirement too because you’ve got to have income to pay the bills that you’re used to having your work income pay for.” This focus on predictable cash flow rather than unpredictable price appreciation represents the fundamental difference between speculation and sustainable retirement investing. Portfolio Transparency: Knowing What You Own and Why Throughout the episode, the theme of transparency and accountability recurs. When clients can see exactly which companies they own—Kroger, Berkshire Hathaway, dividend-paying stocks, government bonds—they understand where their retirement income originates. This contrasts with: Index funds where you own whatever 500 companies meet arbitrary criteria Target-date funds that Tom calls “zero in terms of creativity” Annuities backed by insurance company bond portfolios you never see Any “black box” product that obscures actual holdings The advantage of transparency becomes especially clear during volatile markets like the current environment. When the Nasdaq drops 4% but your portfolio generates positive returns, you understand why: you own dividend-producing companies and government bonds selected for income stability, not speculation on growth. Market Outlook: Navigating Continued Choppiness Tom provides his near-term perspective: “You’re gonna have your up days and down days. And you’re gonna make your most money with growth over time. Take some risk, think about what you’re buying, and go for it.” Mike offers guidance for the coming period: “Markets have been choppy the last couple of weeks. That’ll probably continue. That’s the nature of markets.” The takeaway for those thinking about retirement or already in retirement in Kentucky: choppy markets are normal, but having experienced advisors who actively manage portfolios—buying quality companies when they’re on sale, maintaining income-producing core holdings, and providing direct access to explain every decision—makes navigating volatility far less stressful than watching index funds fluctuate with no understanding of what you actually own. Ready to Understand What You Own During Market Volatility? If recent market turbulence has you questioning whether your portfolio is positioned correctly for retirement—or if you’re realizing you don’t actually know what you own or why you own it—Dupree Financial Group offers complimentary portfolio reviews for Kentucky residents thinking about retirement or already in retirement. During your consultation, you’ll receive: Honest assessment of how your current portfolio performed during recent volatility Analysis of whether your holdings are positioned for income production or just speculation Evaluation of 401(k) strategies, including in-service rollover opportunities Direct conversation with experienced portfolio managers who personally manage client assets during market ups and downs Clear explanation of what you would own and why—no index funds, no black boxes Discussion of how to find opportunities when others panic (like the April and recent pullbacks) Review of 2026 contribution limits and how to maximize tax-advantaged savings Don’t let market volatility create anxiety about retirement. Schedule your complimentary portfolio review today. Call Dupree Financial Group at (859) 233-0400 or visit www.dupreefinancial.com to schedule directly from our homepage. Experience the difference that personalized investment management, income-focused strategies, and direct access to portfolio managers makes when markets get choppy. Frequently Asked Questions About Market Volatility and Retirement Income Investing What caused the recent tech stock sell-off? The Nasdaq dropped approximately 4% as growth stocks trading at “stretch multiples” (high valuations) pulled back. Tom Dupree explains this was predictable in a “toppy market” where stocks had run up significantly. The catalyst included shifting Federal Reserve rate cut expectations (from 95% probability to 50/50 for December) and natural profit-taking after strong gains. Importantly, this correction didn’t require bad news—simply the reality meeting elevated expectations. How did Dupree Financial Group’s portfolio perform during the tech sell-off? While the Nasdaq fell 4%, Tom Dupree reports their more conservative portfolio “actually made a little money” during the same period. The portfolio’s foundation of dividend-paying stocks and government bonds provided stability while they selectively added growth positions “around the margins” in small amounts. This demonstrates how income-focused investing protects capital during volatility while still participating in growth opportunities. Why do interest rates affect growth stock valuations? Mike Johnson explains that growth stocks typically warrant higher price-to-earnings multiples when interest rates are falling. Warren Buffett discussed this concept: the risk-free rate (typically US government bonds) serves as a baseline for all investments. When this rate is lower, investors will pay more for growth potential. Tom adds it’s “a tailwind that allows for speculation” and “gives it permission to go higher.” However, this is separate from actual business performance—a company can report great earnings and still fall if rate expectations shift. What is a “flight to quality” in investing? Mike describes how, during market uncertainty, investors move capital toward more stable, proven companies and assets. Recent examples include increased interest in healthcare stocks, Berkshire Hathaway (with its enormous cash reserves and solid businesses), and dividend-paying stocks. This contrasts with speculative growth investments. For those in Kentucky retirement planning, this trend validates the income-focused approach that prioritizes quality over speculation. What are the 2026 retirement account contribution limits? The IRS announced: 401(k) contributions increase to $24,500 (up $1,000); IRA contributions increase to $7,500; and individuals aged 60-63 can contribute even more. A significant new rule: high earners (defined as making over $150,000) must now make catch-up contributions (for those over 50) to a Roth 401(k) rather than traditional pre-tax. Mike recommends calling for personalized guidance since “it gets a little complicated” with various age brackets and income thresholds. Can I move my 401(k) to an IRA while still working? Yes, through an “in-service rollover” if you’re 59½ or older. Mike explains you can continue receiving employer matching in your 401(k) while simultaneously moving your existing balance to an IRA with no tax consequences. This allows investment in individual stocks and bonds—which Tom notes “you can’t buy stocks inside a 401(k)”—while maintaining employer benefits. This strategy provides far more investment flexibility than typical 401(k) options like index funds or target-date funds. Should I use my 401(k) as my only retirement savings? Tom Dupree advises against this: “I would actually advise people not to use their 401(k) as their sole retirement planning source.” He notes that money outside a 401(k) “is actually your own money” that “you can invest far more creatively.” While he’s “glad to have 401(k) rollovers,” he acknowledges “it’s not the most creative way to invest” since most people invest through indexes or target-date funds—”zero in terms of creativity.” Maintaining savings in both qualified and non-qualified accounts provides more flexibility. Why is income more important than growth for retirement portfolios? Mike emphasizes: “The cornerstone of the portfolio is income because that is more predictable than price appreciation or price movement.” Tom adds it’s “very important in retirement too because you’ve got to have income to pay the bills that you’re used to having your work income pay for.” When living off your portfolio, you can’t wait for prices to recover from a downturn—you need cash flow regardless of market conditions. Dividends and bond interest provide this predictability that growth speculation cannot. What does it mean that retirement is “inherently risky”? Mike explains: “I don’t care how big the pool of assets are—the idea of retirement is a risky proposition just because it’s unnerving. It’s scary. You’re giving up control. You’re trying to replicate an income stream through the assets that you’ve saved.” People are also living longer, extending the period assets must last. The solution, according to Tom, requires experience: “To do that takes experience. You have to have seen some things in the past that worked and some things that didn’t work.” Should I retire if I can afford to financially? Tom offers contrarian advice: “If you don’t have to, don’t retire because it’s not good for you. It’s good for people to have something to do, a reason to get out of bed in the morning.” Mike emphasizes the critical question: “What are you retiring to? It’s not where you’re retiring from. It’s what are you retiring to?” Their most successful clients remain engaged and active, often with “some sort of gainful employment.” This philosophy combines financial security with life purpose—both essential for successful retirement. How do you find investment opportunities during market volatility? Tom advises: “You’re gonna need to look at some of these stocks that have gotten beaten up and find some bargains in there because they’re gonna be there. There are always opportunities.” He recalls April when “everybody was scared to death” and notes they’ve “added several things to the portfolio in the last three weeks”—including Kroger. The key is having a process: “Be diligent, always looking for opportunities, always looking for things that accomplish your goals. Fundamentals—look at the companies.” This requires direct access to portfolio managers who actively manage rather than autopilot index strategies. Why does portfolio transparency matter during volatile markets? Mike states, “Our clients know what they own. And the cornerstone of the portfolio is income.” When markets drop and the Nasdaq falls 4%, but your portfolio generates positive returns, transparency lets you understand why: you own dividend-producing companies selected for income stability, not speculation. This contrasts with index funds (where you own arbitrary collections of stocks), target-date funds, or annuities, where you never see underlying holdings. Understanding what you own eliminates anxiety during volatility. About The Financial Hour of The Tom Dupree Show The Financial Hour provides real-time market insights and practical retirement planning guidance for Kentucky residents approaching or living in retirement. Hosted by Tom Dupree (with 47 years of investment experience), founder of Dupree Financial Group, with portfolio manager Mike Johnson, each episode delivers actionable strategies based on decades of navigating market volatility through income-focused, transparent investment management. Listen to more episodes and read additional market commentary at www.dupreefinancial.com/podcast. The post Why Income-Focused Investing Beats Speculation for Kentucky Retirement 11-15-25 appeared first on Dupree Financial.

Beurswatch | BNR
Apple-topman gezocht: wie kan Tim Cook overtreffen?

Beurswatch | BNR

Play Episode Listen Later Nov 17, 2025 21:44


Na 14 jaar is het wel mooi geweest voor Tim Cook. Volgens de Financial Times is de zoektocht naar zijn opvolger als CEO van Apple van start. Geen ruzie, of grote fout. Cook is gewoon op pensioengerechtigde leeftijd, en kan dus van zijn verdiensten gaan genieten. Het levert wel een probleem op, want wie oh wie moet in die grote schoenen van hem gaan staan? En wat betekent die keuze voor de toekomst van Apple? Dat bespreken we deze aflevering. Verder hebben we het over de man die al lang met pensioen had moeten zijn, maar dat eindelijk binnenkort maar eens gaat doen. Warren Buffett zat jarenlang op een geldberg van honderden miljarden dollars, maar geeft nu toch weer wat ervan uit. Zijn Berkshire Hathaway steekt een slordige 5 miljard dollar in Alphabet, het moederbedrijf van Google. En dat terwijl het aandeel Alphabet al een enorme stijging achter de rug heeft. Ook hoor je over tech-investeerder Peter Thiel. Die verkoopt juist zijn grootste belang. Gaat om zijn investering in Nvidia. Dat komt woensdag met de kwartaalcijfers, maar daar gaat Thiel niet op wachten. En we vertellen je over Trump die op de knietjes gaat. Hij geeft toe: zijn importheffingen zorgen voor enorme inflatie.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Buffett's Quiet Accumulation & the Luxury Shake-Up

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Nov 17, 2025 22:28


The Oracle of Omaha makes a surprise tech bet - what does Warren Buffett know that the rest of the market doesn’t? Hosted by Michelle Martin with Ryan Huang, we break down the Berkshire Hathaway portfolio twist. What earnings in the week ahead are being watched closely? We dive into a mixed week for US indices and the shifting narratives driving investor positioning. Luxury markets heat up as Bernard Arnault shops Chinese brands in Shanghai. UP or DOWN features Pop Mart’s Labubu, Frasers Property and more. Plus, how the STI is trading today - and your “Last Word” from the global box office.See omnystudio.com/listener for privacy information.

Wall Street mit Markus Koch
Vorbörsliche Gewinne abgegeben | Google und Apple im Fokus

Wall Street mit Markus Koch

Play Episode Listen Later Nov 17, 2025 26:54


Die Futures waren einige Stunden vor Handelsstart stark im Plus, haben die gesamten Gewinne vor dem Start abgegeben. Seit Anfang September ging es an einem Montag im Nasdaq 100 zumeist bergauf. Wer nur an dem Tag in dem Index investiert war, blickt seit Anfang September auf eine Performance von 11%. Die Aktien von Google stehen weiterhin im Fokus. Berkshire Hathaway hat während des dritten Quartals eine rund $4 Mrd. Beteiligung aufgebaut. Bill Ackman von Pershing Square hat 6,3 Millionen Aktien in den Alphabet Class C-Aktien gehalten, und die Anteile an den Alphabet Class-A Aktien von 5,4 auf 4,8 Millionen gesenkt. Diese Woche soll Gemini 3 von Google an den Start gehen. Einige glauben, dass man damit OpenAI und Anthropic überholen wird. Dass Donald Trump die Zölle auf diverse Nahrungsmittel senken wird, könnte den Aktien der Restaurant- und Getränke-Bereich zugutekommen. Barron's nennt Starbucks, Chipotle, Cheesecake Factory und Keurig Dr. Pepper als Gewinner. Aramark ist auf den Betrieb von Cafeterias und Lebensmittel für Restaurants und im Unterhaltungsbereich etabliert. Die Aktie ist nach verfehlten Zahlen und Aussichten unter Druck. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Handelsblatt Today
Rentenstreit: Kann Merz sich gegen „die Jungen“ durchsetzen? / Welche Aktien Warren Buffett aktuell kauft und verkauft

Handelsblatt Today

Play Episode Listen Later Nov 17, 2025 28:50


In den Streit um das Rentenpaket mischen sich weitere Stimmen von CDU/CSU. Außerdem: Bewegungen im Portfolio von Berkshire Hathaway.

Daily Tech Headlines
Apple CEO Tim Cook To Step Down In 2026? – DTH

Daily Tech Headlines

Play Episode Listen Later Nov 15, 2025


Berkshire Hathaway takes $4.3 billion stake in Alphabet, OpenAI tests group chats in ChatGPT, Tesla tests Apple’s CarPlay in its vehicles. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can supportContinue reading "Apple CEO Tim Cook To Step Down In 2026? – DTH"

Girls on the Air - Real Women of Real Estate
Rejuvenate Your Roof With Roof Max, News On Affordable Housing, The Olivas Park Project , Healthy Skin & More!

Girls on the Air - Real Women of Real Estate

Play Episode Listen Later Nov 15, 2025 59:42


Karen & Janet start this week's podcast with buying and rental opportunities in Ventura County, their first guest is Mark Monro with Roof Max of Simi Valley, the largest roofing company in The United States.  His system rejuvenates your roof with products that add many years to your roof's life.  Find out about the 10% discount with Girls On The Air! Next up it's Grant Leichfuss from Berkshire Hathaway. Grant is also involved with many projects in the city, he will talk about the Limoneira Project, The Olivas Park Extension and the need for The City of Ventura to meet the quota on new units that are mandated by the state. Karen & Janet's last guest is Nina Rubin with Shaklee Skin Care.  Nina has products that will rejuvenate your skin and make you look years younger!  Another awesome podcast with Karen & Janet!

GFBS Grand Forks Best Source
Berkshire Hathaway HSFR –“Seasonal buying and selling tips”

GFBS Grand Forks Best Source

Play Episode Listen Later Nov 14, 2025 15:29


On your Berkshire Hathaway Home Services Family Realty Podcast, realty expert Kiersten Brutger is talking about seasonal buying and selling tips   Show is recorded at Grand Forks Best Source. For studio information, visit www.gfbestsource.com Or message us at bit.ly/44meos1   #grandforksnd @grandforksnd @THECHAMBERGFEGF #realestate #market #equity #grandforksbestsource #grandcities @homesgrandforks #berkshirehathaway

Motley Fool Money
Au revoir, Warren….

Motley Fool Money

Play Episode Listen Later Nov 13, 2025 20:46


Warren Buffett's surprise announcement this past May that he would be stepping down as Berkshire Hathaway's CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week's letter he penned to shareholders that will be his new Thanksgiving tradition. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - The end of the government shutdown and the market's “meh” response throughout. - Buffett quietly exiting stage left and his lasting impact on all of us. - Stocks on our radar. Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Canadian Investor
Buffett's Farewell, Constellation's Pullback, and GoEasy Sells Off

The Canadian Investor

Play Episode Listen Later Nov 13, 2025 50:11


Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. Plus, a quick reflection on Warren Buffett’s farewell letter and Greg Abel’s transition at Berkshire Hathaway. Tickers of stocks discussed: CSU, TOI, SHOP, LSPD, WSP, BRK.B, AAPL, V, MA, GSY.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Charles Payne's Unstoppable Prosperity Podcast
Charles' Take: A.I. Stock Fatigue

Charles Payne's Unstoppable Prosperity Podcast

Play Episode Listen Later Nov 12, 2025 6:21


Charles is joined by James Demmert, Main Street Research Chief Investment Officer to discuss how the market is priced for perfection and whether volatility is coming, the use of different valuation metrics rather than looking at historical earnings, and the legacy & future of Warren Buffett and Berkshire Hathaway. Learn more about your ad choices. Visit podcastchoices.com/adchoices

GFBS Grand Forks Best Source
Berkshire Hathaway HSFR – “Real Estate scams & fraud"

GFBS Grand Forks Best Source

Play Episode Listen Later Nov 12, 2025 15:23


On your Berkshire Hathaway Home Services Family Realty Podcast, realty expert, Kiersten Brutger is talking about the different Real Estate scams & fraud  Show is recorded at Grand Forks Best Source. For studio information, visit www.gfbestsource.com Or message us at bit.ly/44meos1 #grandforksnd @grandforksnd @THECHAMBERGFEGF #realestate #market #equity #grandforksbestsource #grandcities @homesgrandforks #berkshirehathaway

The Higher Standard
Housing Recession EXPOSED: Buffett, Zillow & Burry WARN What's Coming

The Higher Standard

Play Episode Listen Later Nov 11, 2025 77:46 Transcription Available


In this episode, Chris, Saied, and Rajeil dive head-first into the fiery mess that is America's housing market. Where even 0% mortgage rates wouldn't make homes affordable, and Buffett and Zillow are suddenly on the same side of the doomsday table. From the longest government shutdown in U.S. history to first-time homebuyers now averaging forty (because apparently adulting got delayed a decade), the guys break down why affordability has officially left the chat and how the “Zero Interest Rate Period” turned into the world's most expensive hangover.➡️ Then it gets spicy... Michael Burry is back, betting billions against AI and the stock market like it's 2008 all over again. Meanwhile, Warren Buffett quietly agrees the math no longer works, and The Higher Standard crew connect the dots between social frustration, rising socialism vibes, and a government that can't even pay its own bills. Equal parts data, sarcasm, and therapy session — this one's a masterclass in how to laugh through an economic meltdown.

Squawk Pod
FDA's Dr. Makary on Women's Health & Warren Buffett's Update 11/11/25

Squawk Pod

Play Episode Listen Later Nov 11, 2025 30:44


The Senate has approved a funding package for the government, a first step in ending the shutdown. Facebook co-founder Chris Hughes offers his critique of the Trump administration's tariff policy. He discusses the differences between industrial policy and “state capitalism,” and weighs the impacts of these policies on innovation. The FDA is removing a longtime warning for women considering hormone replacement therapy for menopause. FDA Commissioner Dr. Marty Makary addresses critics' concerns about making this radical policy change without a large body of evidence to support it. Italy's biggest pasta exporters are preparing to pull products from U.S. shelves in the new year, a response to President Trump's 107% tariffs on Italian imports. Plus, Warren Buffett shared an update on Berkshire Hathaway and his own health in a Thanksgiving letter.  Chris Hughes - 11:47Dr. Marty Makary - 21:38 In this episode:Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Warren Buffett just made a huge announcement, and the market is buzzing. After decades of shaping the investing world, Buffett is officially stepping down from Berkshire Hathaway. No more legendary shareholder letters. No more marathon Q&A sessions. Just like that, an era closes, and investors everywhere are asking what's next.So what does this really mean for the market? For everyday traders? For anyone trying to build wealth in a time when headlines change by the hour? That's what this video is all about, and we're diving into it OVTLYR-style.Buffett's exit has people freaking out, saying, “If Warren Buffett is done, what chance do I have?” The answer: more than you think. Smart investors don't panic. They follow a plan. And inside the OVTLYR Trading Room, that's exactly what this episode is all about.✅ Breaking down Warren Buffett's retirement and what it means for investors✅ Why OVTLYR's data-driven signals matter more than ever✅ How to stick to a tested trading plan instead of chasing hype✅ Why sitting in cash can be the smartest move you make✅ How to stop FOMO from wrecking your portfolioThis session takes Buffett's timeless advice, “Choose your heroes carefully and emulate them,” and shows what that looks like in practice. It's a real conversation about patience, process, and performance. You'll see how OVTLYR analyzes market sentiment, price action, and fear-versus-greed data to give traders an edge when everyone else is just reacting.There's also talk about Greg Abel, Buffett's hand-picked successor, and what this leadership change could mean for Berkshire's future. But more importantly, it's a reminder that no matter who's in charge, successful investors always have one thing in common: a plan.If you're serious about growing your money, managing risk, and trading with purpose, this is the video you'll want to watch until the end. No fluff, no panic, just solid, actionable insight straight from the OVTLYR Trading Room.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

We Study Billionaires - The Investor’s Podcast Network
TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Nov 9, 2025 86:32


Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:54 - Why Hari is bullish on Sanofi's strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:05:30 - The bear case for Sanofi, including patent cliffs 00:19:26 - Why Stig is bullish on Remitly, highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY) 00:43:10 - The bear case for Remitly, including pursuing the wrong strategy and excessive stock-based compensation 00:50:50 - Why Toby is bullish on Crocs, focusing on valuation and global growth (Ticker: NASDAQ: CROX) 01:02:36 - The bear case for Crocs, including tariffs and changing fashion trends 01:18:08 - Which live events we have planned for our Mastermind Community in 2026 — and how you can join Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members Check out our event in Montana Join us in Omaha for Berkshire Hathaway's annual shareholders' meeting Tobias Carlisle's book, Soldier of Fortune Stig Brodersen's Portfolio and Track record Listen to Mastermind Discussion Q3 2025 | YouTube video Listen to Mastermind Discussion Q2 2025 | YouTube video Listen to Mastermind Discussion Q1 2025 | YouTube video Listen to Mastermind Discussion Q4 2024 | YouTube video Listen to Mastermind Discussion Q3 2024 | YouTube video Listen to Mastermind Discussion Q2 2024 | YouTube video Listen to Mastermind Discussion Q1 2024 | YouTube video Tobias Carlisle's podcast, The Acquirers Podcast Tobias Carlisle's ETF, ZIG Tobias Carlisle's ETF, Deep Tweet directly to Tobias Carlisle Hari's Blog: BitsBusiness.com Tweet directly to Hari Related ⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Kubera Vanta reMarkable Onramp Public.com Netsuite Shopify Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The Solopreneur Grind Podcast
AI's Impact on the Business of Law

The Solopreneur Grind Podcast

Play Episode Listen Later Nov 9, 2025 13:04


In this episode, I delve into the future of the business of law with advancements in AI, sharing a story about a lawyer creating his own AI platform. I also cover how I think AI might change the business of law moving forward. The book review of the week is 'The Tao of Charlie Munger,' a book compiling insightful quotes from Berkshire Hathaway's vice chairman. Stay tuned for insights on technology's role in legal practice and lessons from one of the greatest minds in business. Never miss an update on his journey by joining his substack here: https://joshschachnow.substack.com/ 00:00 Introduction and Episode Overview 00:34 The Future of Law: AI and Innovation 00:52 A Lawyer's Journey into AI 04:00 Implications of AI on Legal Practice 10:38 Book Review: The Tao of Charlie Munger 12:40 Closing Remarks and Subscription Reminder

Motley Fool Money
Investors Get Cold Feet in a Hot Stock Market

Motley Fool Money

Play Episode Listen Later Nov 7, 2025 42:01


Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar. Jon Quast, Lou Whiteman and Emily Flippen discuss: - The fear and greed index is showing extreme fear. -Berkshire Hathaway is sitting on $382 billion. -Tesla approves Elon Musk's performance award that includes important operational milestones. -Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut. - Stocks on our radar. Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN Host: Jon Quast Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Julia La Roche Show
#302 Whitney Tilson: The Hedge Fund Manager Who Ran Against Mamdani on the "Trojan Horse" Mayor, Why NYC Will Thrive Anyway, Riding This Bull Market & His Top Stock Picks and "Stinky Six" to Avoid

The Julia La Roche Show

Play Episode Listen Later Nov 6, 2025 60:44


Value investor and former New York City mayoral candidate Whitney Tilson returns to The Julia La Roche Show following the election of Zohran Mamdani, a Democratic socialist, as NYC's new mayor. Tilson reflects on the election results, expressing concern about the candidate he called a "Trojan horse for the DSA" with dangerous ideas about defunding police and seizing private property—yet remains bullish on New York City's future. He also shares his market outlook, favorite long ideas including Berkshire Hathaway and Amazon, and the "stinky six" stocks he's avoiding right now.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: https://stansberryresearch.com/https://stansberryresearch.com/whitney-tilsons-dailyTimestamps: 0:00 - Introduction and welcome Whitney Tilson, day after NYC mayoral election1:04 - Mixed feelings about election night2:00 - Warnings about Zohran Mamdani and democratic socialist concerns2:45 - Still bullish on New York despite election outcome3:10 - What Mamdani's election says about the city3:22 - Democratic Party dynamics and Trump reaction4:37 - Why Mamdani won: identifying affordability as key issue4:54 - Mamdani's effective messaging: free buses, freeze the rent, universal childcare5:45 - Economics don't work: the promises can't be funded6:30 - Mamdani as a gifted politician and brilliant public speaker7:10 - The "Trojan horse for the DSA" warning7:43 - Whitney's concerns about Mamdani: hostility to Israel, defund police rhetoric8:30 - Mamdani tacking to center: keeping Police Commissioner Jessica Tisch9:27 - NYC's vibe is back post-pandemic9:38 - Big employers making long-term commitments to NYC10:25 - Risk of turning into San Francisco10:52 - Wait and see mode: wealthy residents considering leaving14:30 - Why Mamdani is still dangerous16:06 - Running for mayor: what surprised Whitney20:00 - Hope that Mamdani learns from cautionary tales36:56 - Investment ideas: favorite longs44:00 - Stocks to avoid: the "stinky six"47:04 - Berkshire's massive cash pile: $382 billion51:47 - What's keeping Whitney up at night56:30 - What makes Whitney optimistic: America's economic recovery59:38 - Closing remarks

The VentureFuel Visionaries
Innovating with Purpose – Brooks Running CEO Jim Weber

The VentureFuel Visionaries

Play Episode Listen Later Nov 5, 2025 37:59


When Jim Weber took over Brooks Running, the company was weeks from missing payroll and $30 million in debt. Two decades later, he built a billion-dollar performance brand that outpaced giants like Nike and Adidas. As CEO and author of Running with Purpose, Jim shares how radical focus, scientific innovation, and an unshakable sense of purpose fueled Brooks' transformation—from near-bankruptcy to Berkshire Hathaway. He breaks down how to bet big on conviction, lead through crisis, and build trust that powers long-term growth.

On The Tape
Is The AI Spending Bus Heading Towards A Cliff?

On The Tape

Play Episode Listen Later Nov 4, 2025 24:36


In this episode of the RiskReversal Podcast, Guy Adami and Liz Thomas delve into various market trends and economic indicators. They discuss the OpenAI and Amazon cloud compute agreement, CapEx spending, and the ISM manufacturing index's recent performance. Moreover, they analyze the bond market's reaction to economic data and the Federal Reserve's policies. The conversation also covers the underperformance of Bitcoin, the housing market's challenges, and the gold market's fluctuations. The episode concludes with insights into Warren Buffett's cash holdings at Berkshire Hathaway and a sports commentary on the recent Green Bay Packers game. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The Nice Guys on Business
Christopher Volk: Why Customer Happiness Should Drive Your Business Design

The Nice Guys on Business

Play Episode Listen Later Nov 3, 2025 29:33


Chris is a rare public company three-peat, having taken three companies public on the New York Stock Exchange, two of which he started. He repeated successes ultimately attracted a who's who of investors, including Berkshire Hathaway, which was the largest shareholder in his last company. But after leading this company for ten years, he stepped down to give back and help future leaders. He wrote the first book on the financial ingredients of corporate wealth creation, which are at the heart of the fortunes of all billionaires and most multi-millionaires. He is now embarking on a video series. Connect with Christopher Volk: Website: www.christopherhvolk.com TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

WSJ Minute Briefing
Government Shutdown Nears 35 Day Record

WSJ Minute Briefing

Play Episode Listen Later Nov 3, 2025 2:43


Plus: the unaffordable housing market in the U.S. is causing buyers to embrace riskier mortgages. And, Berkshire Hathaway reports positive quarterly results as the conglomerate inches closer to Warren Buffett's retirement as CEO. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk Pod
5 Things to Know Before the Opening Bell 11/3/2025

Squawk Pod

Play Episode Listen Later Nov 3, 2025 1:29


Berkshire Hathaway reporting a sharp rebound in earnings in the third quarter, President Trump says Nvidia's most advanced semiconductor chips should be reserved for the U.S., Treasury Secretary Scott Bessent says SNAP food benefits could restart this week, OPEC+ has agreed to a small increase in monthly crude oil output, and Canadian Prime Minister Mark Carney is apologizing for the province of Ontario's political ad featuring footage of former President Ronald Reagan criticizing tariffs.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
Kimberly-Clark to Buy Kenvue, Amazon-OpenAI Deal, November Markets 11/3/25

Squawk on the Street

Play Episode Listen Later Nov 3, 2025 42:01


Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-offQnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Economist Morning Briefing
Carney's apology to Trump; protests in Serbia, and more

The Economist Morning Briefing

Play Episode Listen Later Nov 2, 2025 3:26


Berkshire Hathaway reported selling about $12.5bn of stock and buying $6.4bn in the last quarter Hosted on Acast. See acast.com/privacy for more information.

We Study Billionaires - The Investor’s Podcast Network
TIP764: The Art of Buffett w/ Tobias Carlisle

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Oct 31, 2025 90:53


In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett's timeless approach to risk. Drawing from Tobias's new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett's biggest and most misunderstood investing decisions. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:03 - Why the deal between General Re and Berkshire Hathaway was a masterstroke 00:16:48 - What the ancient text of the art of war can teach us about today's financial markets 00:27:28 - Why did Buffett buy BNSF when it's highly capital-intensive 00:36:28 - Why Apple was – perhaps – the best trade Buffett ever made 00:56:04 - Why Buffett's investment in Japan is in total alignment with the culture of Berkshire Hathaway 01:12:36 - If Berkshire Hathaway is more or less risky than the S&P 500 And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Tobias Carlisle's book, Soldier of Fortune – read reviews of this book. Tobias Carlisle's podcast, The Acquires Podcast. Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Tweet directly to Tobias Carlisle: @Greenbackd. Related ⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠: Simple Mining Unchained HardBlock Kubera Vanta Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! ⁠⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Talking Real Money
Halloween Qs

Talking Real Money

Play Episode Listen Later Oct 31, 2025 23:33


Don answers a range of listener questions covering topics from Fidelity's fully paid lending program to the Roth 401(k) decision and mortgage payoff strategies. He explains why stock lending rarely adds much value for ETF investors, why paying off a 2.6 percent mortgage makes little financial sense, and why even Berkshire Hathaway isn't a substitute for true diversification. Listeners also learn about HSA payroll tax savings and how to build Roth flexibility without triggering the pro-rata rule. 0:04 Friday Q&A intro and listener invitation 1:25 Fidelity's fully paid lending program explained—small returns, limited upside 3:47 When stock lending might make sense for rare or hard-to-borrow shares 4:33 Mortgage payoff debate—2.6% rate vs. 7% investing return 5:30 Don confirms: investing wins, emotion aside 7:09 Caller argues for Berkshire Hathaway B as the “perfect” one-stock portfolio 9:14 Don dismantles the myth—Buffett's own warnings, risk concentration 11:23 401(k) vs. Roth 401(k)—how to decide and why a plan matters 14:04 Backdoor Roth options for self-employed spouses 15:32 Importance of long-term planning once portfolios near $1 million 15:56 HSA payroll advantage—no Social Security tax on contributions 17:11 Using a Roth to store “extra mortgage” money until retirement 18:08 Why paying off a low-rate mortgage later may not make sense 19:37 Free fiduciary portfolio checkup offer from Apella Wealth Learn more about your ad choices. Visit megaphone.fm/adchoices