Episode

The Greg Abel Era at Berkshire

Podcast: Long Term Investing - With Baskin Wealth Management
Published: May 12, 2026
Duration seconds: 2494
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Summary

Recorded on: May 6, 2026 This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett. 0:00- Introduction 2:14- High valuations for AI-adjacent names 11:48- Google’s AI update 21:15- Apple’s strong results 24:49- Greg Abel at the Berkshire AGM 28:53- Berkshire’s capital allocation changes