Investing Mastermind Podcast
Investing Mastermind Podcast

Berkshire Hathaway 2026: Bill Ackman, Guy Spier, Phil Town & the Biggest Investing Insights from Omaha (127)

23 June 2026 20:03 Investing Mastermind

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About this episode

What really happens outside the official Berkshire Hathaway annual meeting?

In this episode of Investing Mastermind Podcast, Signe Lonholdt shares her experience attending Berkshire Hathaway 2026 in Omaha with Michelle Marki. What are the exclusive investor events surrounding the meeting?

She attended Guy Spier's ValueX, where she listened to Bill Ackman's Q&A, heard stories about Charlie Munger from Mohnish Pabrai and from the CEO of the Daily Journal, Steven Myhill-Jones , she joined discussions with Phil Town, and attended Vitaliy Katsenelson's annual Q&A session.

Topics discussed include:

• Bill Ackman's views on AI and how Wall Street is using it
• Why Phil Town is looking at software companies that AI can't easily replace
• Charlie Munger stories shared by Mohnish Pabrai and the Daily Journal team
• Berkshire Hathaway's transition to Greg Abel as CEO
• Why Vitaliy Katsenelson believes we're in a sideways market
• International investing opportunities outside the United States
• The atmosphere at Berkshire Hathaway and what it's like meeting legendary investors in person


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Michelle's investing blog: www.michellemarki.com.

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