

Berkshire Earnings, US Election Preview
Nov 4, 2024
Guest
Matthew Palazola
Guest
Maya Wiley
Guest
Katy Kaminski

Guest
Katherine Burton
Guest
Ruben Hovhannisyan

Guest
Yayoi Sekine
Matthew Palazola, Senior Analyst at Bloomberg Intelligence, dives into Berkshire Hathaway's impressive earnings and its strategic cash reserves. Maya Wiley, President and CEO of the Leadership Conference on Civil and Human Rights, sheds light on critical electoral issues affecting democracy and women's rights. Katy Kaminski, Chief Research Strategist, shares her market outlook ahead of the elections. Katherine Burton highlights trading strategies for election night, while Ruben Hovhannisyan discusses bond market shifts, and Yayoi Sekine offers insights into the future of renewable energy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Berkshire Hathaway Earnings Breakdown
01:41 • 3min
The Philosophy of Retained Earnings and Insurance Reserves
04:58 • 2min
Auto Insurance Insights and Election Enthusiasm
06:40 • 6min
Electoral Campaigns and Women’s Rights
12:22 • 4min
Navigating Market Sentiment Ahead of the US Elections
16:34 • 10min
Anticipating Market Shifts: Politics and Investment Strategies
26:46 • 4min
Navigating Bond Market Shifts and Renewable Energy Investments
31:03 • 11min
Forecasting Growth in Clean Energy Capacity and Upcoming Election Insights
42:29 • 3min