Bloomberg Businessweek

Berkshire's Operating Units Holding Up Well

Feb 26, 2024

Discussions on Berkshire Hathaway's diverse units supporting earnings, Musk's tunnel project safety violations, IBM's cybersecurity report, and market insights from Allspring Global Investments in a lively Businessweek episode.

38:52

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Quick takeaways

Berkshire Hathaway's diverse units can offset economic weaknesses for stable earnings.

Focus on healthcare & technology sectors for strong investment opportunities with high potential growth.

Deep dives

Expansion of Market Breadth Favors Future Stock Performance

Market breath is expanding, a trend that bodes well for future stock performance. Small and mid-cap companies are outperforming, indicating a shift towards ignored areas of the market that are delivering growth and earnings. This broadening trend suggests that fundamentals and valuations are starting to matter more, with small and mid-cap indices showing strong performance.

Introduction

2min

Berkshire Hathaway's Quarter Performance and Investment Challenges

5min

Anticipation for Berkshire Hathaway's Annual Meeting and Updates on Elon Musk's Ventures

2min

Safety Concerns and Slow Progress

9min

Workers' Safety Concerns and Historical Exploitation

5min

The Shifting Landscape of Cyber Crime

9min

Cyber Preparedness and Resilience Against Ransomware Attacks

2min

Market Trends and Opportunities in 2024

7min

Analysis of M&A Activity and Market Conditions

2min

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weakness -- regardless of economic conditions. Bloomberg Businessweek Columnist Max Chafkin shares the details of his Businessweek story Musk’s Las Vegas Tunnel Project Is Racking Up Safety Violations. Charles Henderson, Global Head of IBM's X-Force, talks about the firm's Threat Intelligence Index report on cybersecurity. And we Drive to the Close with Ann Miletti, Head of Active Equity at Allspring Global Investments.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.

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Bloomberg Businessweek

Berkshire's Operating Units Holding Up Well

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Expansion of Market Breadth Favors Future Stock Performance

Healthcare and Technology Sectors Offer Promising Investment Opportunities

Caution Against Low-Quality Investments

Mergers and Acquisitions Outlook for the Later Half of the Year

Remember Everything You Learn from Podcasts