Squawk Pod Warren Buffett & the Berkshire Hathaway 2025 Meeting Part 1 5/3/25
May 3, 2025
Warren Buffett, the "Oracle of Omaha," shares his investment wisdom during a lively Q&A with Berkshire Hathaway shareholders. He discusses everything from global tariffs to his recent correspondence with Apple CEO Tim Cook. Steve Kovach elaborates on Apple's earnings and the impacts of tariffs, while David Samra highlights Berkshire’s international investments, including Japan. Ajit Jain provides insights into the insurance industry’s future as it adapts to new challenges. This engaging dialogue captures the essence of strategic investment and corporate dynamics.
AI Snips
Chapters
Transcript
Episode notes
Trade Benefits Through Balance
- Warren Buffett believes balanced trade benefits all countries and promotes global prosperity.
- He criticizes using trade as a weapon and supports countries doing what they do best.
Cautious AI Adoption in Insurance
- Berkshire Hathaway is cautiously exploring AI, not rushing, aiming to understand risk and opportunity first.
- AI will change insurance pricing, risk assessment, sales, and claims significantly over time.
America's Resilience and Change
- Warren Buffett emphasizes the United States' continual revolutionary change and resilience over time.
- He finds optimism in America's history despite challenges and believes the country's prospects remain strong.