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SOTS 2nd Hour: End of An Era At Berkshire, Top Tech Picks, and Milken: Day 1 with Blackstone’s Jon Gray 5/5/25
Manage episode 480739220 series 3399849
Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit.
2000 episodes
Manage episode 480739220 series 3399849
Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit.
2000 episodes
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