Warren Buffett’s State of the Market

Warren Buffett’s State of the Market

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(2376)

SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings...

27 Okt 23min

Anthropic’s $500 Billion Question

Anthropic’s $500 Billion Question

Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billi...

26 Okt 19min

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rac...

25 Okt 25min

When to Contribute or Convert to a Roth Account

When to Contribute or Convert to a Roth Account

There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want...

24 Okt 23min

Is the AI Bubble Popping?

Is the AI Bubble Popping?

Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans...

23 Okt 40min

Did IBM Just Tell the Truth About AI?

Did IBM Just Tell the Truth About AI?

Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as we...

22 Okt 25min

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual re...

21 Okt 23min

GE & GM Earnings and Deals, Deals, Deals

GE & GM Earnings and Deals, Deals, Deals

Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquis...

20 Okt 23min

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