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 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · Berkshire’s $400B Cash Pile + How to Buy Private AI Companies · 11 May 2026 podcast

I would imagine on the grid infrastructure, I would imagine that becomes regulation.

There's no way they're going to make all the consumers front the costs for these

Yeah, exactly.

Which I kind of think, which is why they're going to have to put in some sort of regulatory framework where if you're a company that's utilizing it for that, you're going to have to front.

I mean, Berkshire, I think is just kind of getting ahead of the curve here.

Yep, definitely.

That's kind of all I had on the energy side.

I think there's going to be something put in place to make sure that doesn't happen, or at least there should be.

Yeah, the kids and stuff.

I mean, I've seen a lot worse 95-year-olds.

Oh, no, for sure.

He still kind of gets around, but yeah, just on the meeting overall, I think the issue is a lot of investors just cannot comprehend thinking as long-term as Berkshire does.

I think a lot of people are long-term investors, but the reality of it is the vast majority of investors are glued to their three-month P&L, their year-to-date returns, their one-year returns, whatever it may be, which is pretty easy when you have a five, six, even seven-figure portfolio and you're just kind of clicking buttons.

But I mean-

Like these guys got to deploy hundreds of billions of dollars of shareholder money.

So situation kind of changes in that regard.

I mean, just in terms of the meeting, like I think the one thing you can take away from the entire meeting is the playbook is not changing.

If you kind of thought that Buffett lost his touch and Abel was going to come in and just spend that cash pile, you're probably going to be disappointed.

I mean, he did make, I think it was really quickly.

He bought Apple or sorry, not Apple alphabet after he took over.

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