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

More episodes of Long Term Investing - With Baskin Wealth Management

• Financial Planning Special · June 2, 2026 · 29 min
• Constellation Software's New Era · May 26, 2026 · 48 min

Explore listener stats, chart rankings, contacts and more on the Long Term Investing - With Baskin Wealth Management podcast page.