“some have interpreted this as a warning sign and speculate that Barkser's cash
hoarding has been preparing for some black swan event be it a US recession or some other great
misfortune that Buffett is expecting”Coin Bureau, relaying another source: a call under review
Said on May 29, 2025, at 15:06 in the video.
The window it was checked over
NBER-based recession indicator: Federal Reserve Bank of St. Louis via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
Result at every window
All windows are shown, so none is pickedSomebody else's forecast — not scored
What was said around it
equivalent assets more attractive but it wasn't until 2024 that Barkshire started aggressively dumping stocks including 2thirds of its largest position Apple in which Buffett had invested $35 billion back in 2016 by the end of 2024 Barkshshire had spent $9 billion on new stock purchases and made $143 billion by selling its existing holdings this caused the company's pile of cash equivalent assets to almost double in the space of a year raising many an eyebrow in the investing world some have interpreted this as a warning sign and speculate that Barkser's cash hoarding has been preparing for some black swan event be it a US recession or some other great misfortune that Buffett is expecting after all Buffett is famous for pulling off big bets during once in a generation market crashes like when he bought up a sizable position in Goldman Sachs at a huge discount during the great financial crisis of 2008 buffett is now the poster child or poster pensioner I suppose for buying when the markets are fearful and selling when they are greedy and by Buffett's good old value investing standard the US stock market has been getting very greedy indeed with the average price
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
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