The Greg Abel Era at Berkshire

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