Barron's Live Getting Ready for 2026
Dec 9, 2025
Discover insights on the intense takeover battle involving Warner Bros. and its impact on streaming giants. Delve into leadership changes at Berkshire Hathaway and what’s next post-Buffett. Explore the Federal Reserve's upcoming meeting and the potential rate cuts. Analyze the market outlook for 2026, with a focus on underperforming stocks and the importance of portfolio diversification. Learn about gold's potential upside and the implications of the dollar's stability amid global currency risks.
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Legacy Media Mergers Often Disappoint
- Media mergers often fail to deliver long-term value despite high-profile tie-ups and bidding wars.
- Ben Levisohn warns legacy content can be a heavy, uncertain asset for streaming bidders like Netflix or Paramount.
Berkshire Preparing For Post‑Buffett Era
- Todd Combs' departure signals Berkshire preparing for leadership change as Warren Buffett winds down.
- Ben sees multiple executive moves and broader organizational shifts as Buffett's exit approaches at year-end.
Watch Fed Language, Not Just The Cut
- Expect a Fed rate cut and watch the communication for hints of future policy direction.
- React to the Fed's tone: a "hawkish cut" could be negative while clear easing paths support markets.