Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Berkshire Built a Record Cash Pile in 2026
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.