EPISODE · May 27, 2026 · 6 MIN
How Berkshire Built a Record Cash Pile in 2026
from Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio · host Fexingo
Lucas and Luna dig into Berkshire Hathaway's record cash hoard — now over $400 billion. As the S&P 500 hits new highs and small caps surge, Warren Buffett is doing nothing. The hosts break down what that cash means: is it a warning signal for the broader market, a dry powder play for a crash, or just the inevitable result of a company that can't find big enough acquisitions? They examine the math behind Berkshire's cash yield versus a ten-year Treasury, and what Jamie Dimon's recent $20 billion acquisition comment says about the contrast in strategy. A specific, numbers-driven look at the most patient capital in the world. #BerkshireHathaway #WarrenBuffett #CashPile #RecordCash #$400Billion #StockPicking #Finance #Investing #ValueInvesting #DryPowder #Acquisition #JamieDimon #JPMorgan #TreasuryYield #CashYield #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna dig into Berkshire Hathaway's record cash hoard — now over $400 billion. As the S&P 500 hits new highs and small caps surge, Warren Buffett is doing nothing. The hosts break down what that cash means: is it a warning signal for the broader market, a dry powder play for a crash, or just the inevitable result of a company that can't find big enough acquisitions? They examine the math behind Berkshire's cash yield versus a ten-year Treasury, and what Jamie Dimon's recent $20 billion acquisition comment says about the contrast in strategy. A specific, numbers-driven look at the most patient capital in the world. #BerkshireHathaway #WarrenBuffett #CashPile #RecordCash #$400Billion #StockPicking #Finance #Investing #ValueInvesting #DryPowder #Acquisition #JamieDimon #JPMorgan #TreasuryYield #CashYield #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo
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How Berkshire Built a Record Cash Pile in 2026
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