22min chapter

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Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps

The Acquirers Podcast

CHAPTER

Capital Allocation, Investing Strategies, and the Future of AI

The chapter covers Berkshire's cash reserves, potential dividend payments, and post-Buffett capital allocation. It discusses performance comparisons, small caps in the market, and potential trends in small and micro caps. The conversation also explores the gambler's fallacy, market cycles, and the implications of AI advancements in industries like natural gas, nuclear, and EVs.

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