# Buffett Is Betting Big on a Crash — The Market REFUSES to Follow His Playbook

Page: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/buffett-is-betting-big-on-a-crash-the-market-refuses-to-follow-his-playbook
Text version: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/buffett-is-betting-big-on-a-crash-the-market-refuses-to-follow-his-playbook.md
Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-05-05T22:46:24+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/buffett-is-betting-big-on-a-crash-the-market-refuses-to-follow-his-playbook
Audio file: https://traffic.libsyn.com/secure/2bae4538-0225-4a5e-855d-e74388245c45/327062497_Buffett_Is_Betting_Big_on_a_Crash_The_Market_REFUSES_to_Follow_His_Playbook_MarketBeat_Bri-5362.mp3?dest-id=4872075
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Duration seconds: 1517

## Resource

Warren Buffett's Berkshire Hathaway is sitting on nearly $400 billion in cash while the stock market hits all-time highs. Is he bracing for a crash, or completely missing the AI boom? Looking for high growth opportunities? Don't miss this free report on the 7 best Space Stocks: https://www.marketbeat.com/y/spacestocks MarketBeat's Bridget Bennett sat down with James Early of Curia Financial, fresh off the Berkshire Hathaway Annual Meeting in Omaha, to break down what Buffett is getting right, what he might be getting wrong, and what history tells us about moments like this one. Plus, James shares one stock pick he thinks is a rare contrarian opportunity right now. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 Is Buffett Betting Against the Market? 01:37 Inside the Berkshire Annual Meeting 02:14 Ten Years of Underperformance 03:56 Four Hundred Billion in Cash 05:19 The Dotcom Parallel 10:31 AI Stocks Buffett Is Missing 15:28 The Private Portfolio Problem 20:32 James's Stock Pick DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not ty…

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