Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

May 4, 2026 · 43 min

About this episode

The episode discusses the sustainability of the stock market rally amidst high oil prices, evaluates Greg Abel's leadership at Berkshire, and explores Wyndham Hotels as a potential AI beneficiary.

Strong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Berkshire's Annual Meeting. Plus, the case for Wyndham Hotels & Resorts as a stealth AI beneficiary.

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