EPISODE · May 4, 2026 · 19 MIN
Boardroom Talk: Berkshire after Buffett, the $373bn cash pile, and refusing to chase AI hype
from BizNews Radio · host BizNews
For the first time in six decades, Warren Buffett is no longer leading the charge at the "Woodstock for Capitalists". Alec Hogg reflects on Greg Abel's first AGM as CEO, exploring Berkshire Hathaway's impressive $11.3 billion in operating earnings and their staunch refusal to deploy capital into sub-par opportunities. This is essential listening for rational investors who understand the power of extreme patience in a hyped-up market.
What this episode covers
For the first time in six decades, Warren Buffett is no longer leading the charge at the "Woodstock for Capitalists". Alec Hogg reflects on Greg Abel's first AGM as CEO, exploring Berkshire Hathaway's impressive $11.3 billion in operating earnings and their staunch refusal to deploy capital into sub-par opportunities. This is essential listening for rational investors who understand the power of extreme patience in a hyped-up market.
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Boardroom Talk: Berkshire after Buffett, the $373bn cash pile, and refusing to chase AI hype
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