Episode
Super Investors Are Buying AI Stocks
- Podcast
- The Joseph Carlson Show
- Published
- May 18, 2026
- Duration seconds
- 1837
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/joseph-carlson21/episodes/Super-Investors-Are-Buying-AI-Stocks-e3jiash
Actions
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Summary
00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo