Dan Kent
speaker
601 appearances
44 recordings
2 series
first heard Apr 2026
last heard 7 Sep
Dan Kent’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.
Appearances
The Canadian Investor · Berkshire’s $400B Cash Pile + How to Buy Private AI Companies · 11 May 2026
podcast
Obviously you still don't want to hold a ton of cash, you know, if there's opportunities out there, but I mean, you can still get, I mean, what can you get on a five-year treasury right now?
Probably 4%.
Yeah.
Yeah, whereas if you come post-financial crisis leading up to when the pandemic, you were probably getting less than half of that, I want to say, maybe a little bit more than that.
But it's not as big of a drag, but obviously when the markets are ripping away, it doesn't really look –
that good.
But I mean, on the flip side, like you only need one big correction or crash, you know, the market sink 20, 25, 30%.
Not only does that cash position earning 45% look better, but you can now deploy that money.
You've been earning four to 5% on at, you know, better,
And I think, you know, Buffett was kind of a big advocate for, you know, waiting for your pitch and kind of only swinging at the best ones.
And I think for, you know, a lot of people who are, you know, angry, they aren't deploying a ton of capital.
It would kind of be a fundamental shift in their strategy to do so.
I'd kind of be more worried if they did.
Like if Abel took over and they started dumping a whole bunch, like if Buffett thinks the markets have been overvalued for three years or so here and then Abel takes over and they're spending a ton of money, I mean, that would kind of worry me more than the mentality they're taking right now.
And I think...
Like too many people are just kind of thinking over the next year, few years or whatever.
I mean, even management teams do this, but I think Berkshire has always been a management team that thinks in like literal decades, like they don't care what the markets return over the next year, two year, three year.
They don't mind underperforming.
over that timeframe because they know there's going to be an opportunity eventually, even though it's like, it doesn't seem like there's going to be because all the markets have done has gone up.
I mean, despite a short duration, they go up until they don't.
Showing 461–480 of 601 · page 24 of 31
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