Curia Investment Show 21: Tribal Investing, Berkshire After Buffett, and the CEO Effect

In this episode of the Curia Investment Show, James Early is joined by Emmet Savage, founder of MyWallSt, for a wide‑ranging conversation on how investing is evolving. They discuss Berkshire Hathaway’s transition beyond Warren Buffett, the growing role of CEO identity and tribalism in markets, and how investor behavior is increasingly shaped by belief, narrative, and leadership—not just fundamentals.The episode also explores the widening valuation gap between AI‑adjacent “halo” stocks and SaaS, the psychology behind long‑term shareholder loyalty, and how investors can think clearly amid changing market dynamics. The discussion closes with stock ideas and reflections on discipline, patience, and capital allocation in a more narrative‑driven market environment.