Episode Details

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  

(00:13) Jim Gillies and Dylan Lewis discuss:

- Berkshire’s past and future succession-- planning.

- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 

- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.

Companies discussed: BRK.A, BRK.B, AAPL 

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Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Tim Sparks

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