Buffett Says He’s ‘Going Quiet,’ Picking Up Donation Pace

9 snips

Nov 10, 2025

Guest

Swamy Kotagiri

Join Eric Weiner, Senior Editor at Bloomberg News, who delves into Warren Buffett's decision to step back and increase his charitable donations. Henrietta Treyz, co-founder of Veda Partners, shares insights on the potential impact of the looming U.S. government shutdown, emphasizing SNAP benefits and ACA negotiations. Allie McCartney from UBS discusses market positioning, risk-on trades, and strategies for uncertain times. Finally, Swamy Kotagiri of Magna International highlights strong Q3 results and the evolving landscape of auto demand and EV trends.

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INSIGHT

Buffett's Unique Portfolio Mastery

Warren Buffett was a rare portfolio manager who combined simple consumer insights with sophisticated hedging and positioning.
His annual letters and shareholder presence shaped market sentiment and won't be easily replicated.

INSIGHT

Trust Over Micromanagement

Buffett trusted and empowered management teams rather than micromanaging acquisitions.
That hands-off approach let acquired companies operate independently and thrive under Berkshire.

INSIGHT

Shutdown Politics Shift Policy Priorities

SNAP and ACA debates revealed deep political trade-offs during shutdown negotiations.
Democrats pressed health subsidies while Republicans pursued spending cuts and political leverage.

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Warren Buffett, the billionaire investor who turned an aging textile mill into a more than $1 trillion conglomerate, said he’s “going quiet,” marking the end of an era for one of the business world’s most-watched investing gurus.

In a letter disclosing that he’s donating more than $1.3 billion to four family foundations, the 95-year-old investor, who is stepping down from his role of chief executive officer at the end of the year, said he’s going to stop writing Berkshire Hathaway Inc.’s annual letters and speaking at its meetings
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And while he said he generally feels “good,” he is planning to “step up the pace” of his charitable giving to his kids’ foundations while he’s still alive.

“Though I move slowly and read with increasing difficulty, I am at the office five days a week where I work with wonderful people,” Buffett said in the letter released Monday. “Occasionally, I get a useful idea or am approached with an offer we might not otherwise have received. Because of Berkshire’s size and because of market levels, ideas are few – but not zero.”

Buffett is expected to hand his role of CEO to his successor Greg Abel at year-end. Letters such as the one released Monday, along with the ones that accompany the firm’s annual results, have become a must-read for his fans, who seek out the pearls of wisdom, investment advice and witticisms that drew a legion of fans to the billionaire investor.

Today's show features:

Bloomberg News Senior Editor, Equities Americas Eric Weiner on Warren Buffett's final weeks at the helm of Berkshire Hathaway
Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, on what a potential end to the shutdown could mean for SNAP recipients and the Affordable Care Act
Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, on whether the equities market can sustain recent gains
Swamy Kotagiri, Chief Executive Officer of Magna International, on recent earnings, the global automotive market and the impact of tariffs

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