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How Berkshire Hathaway Is Outperforming the Tech Rout
The Nasdaq has tumbled nearly 4% in the past five days, but Berkshire Hathaway has actually gained ground. In this episode, Lucas and Luna unpack why Warren Buffett's conglomerate is thriving as growth stocks crash. They look at Berkshire's portfolio composition — heavy on financials, energy, and insurance — and how its massive cash pile and conservative balance sheet make it a natural haven when AI optimism fades. They also tie in the Moody's warning on tech debt and Steve Eisman's recent tech sell signal, arguing that Berkshire represents a concentrated portfolio in…
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