The Greg Abel Era at Berkshire
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
May 12, 2026 · 42 min
About this episode
Barry and Ernest discuss the performance of AI-adjacent companies and the implications of Berkshire Hathaway's first AGM without Warren Buffett.
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
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- AI-adjacent companies
- Berkshire Hathaway AGM
- capital allocation
- Google AI update
- Apple results
Keywords
- Berkshire Hathaway
- Warren Buffett
- Greg Abel
- AI companies
- Google AI
- Apple results
- capital allocation
Mentioned in this episode
Organizations: Berkshire Hathaway, Google, Apple
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