Warren Buffett & the Berkshire Hathaway 2025 Meeting Part 1 5/3/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 3 May 2025

⏱️ 209 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In the first of two special supersized episodes, Warren Buffett answers Berkshire Hathaway shareholder questions for hours. Hear the Oracle of Omaha’s entire exchange with the tens of thousands of shareholders in Nebraska for this year’s meeting, including his perspective on global tariffs, his comments to Apple CEO Tim Cook, Berkshire’s cash pile, and his thoughts on investing in Japan. Plus, CNBC’s Becky Quick and Mike Santoli sit down with special guests at the meeting, including Activision Blizzard CEO Bobby Kotick, Irv Blumkin, CEO of Nebraska Furniture Mart, and Berkshire Automotive CEO Jeff Rachor. Listener’s guide: Artisan Partners’ David Samra - 8:10 CNBC’s Steve Kovach - 17:00 Berkshire Automotive CEO Jeff Rachor - 25:05 Q&A Session 1 begins - 32:17 Warren Buffett addresses Apple CEO Tim Cook - 39:00 Warren Buffett addresses tariffs - 49:27 Warren Buffett addresses Japan - 55:17 Halftime Show with CNBC’s Becky Quick & Mike Santoli - 3:02:11 Irv Blumkin, CEO of Nebraska Furniture Mart C block - 3:13:13 Activision Blizzard CEO Bobby Kotick C block - 3:20:24 Berkshire portfolio managers - 3:17:36 Katie Kramer and shareholder - 3:27:46

Transcript

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0:00.0	Hi, podcast listeners. This is CNBC's Becky Quick, and I'm on assignment in Omaha, Nebraska.
0:10.6	We'll be sharing with you here, in its entirety, our coverage of the 2025 Berkshire Hathaway Shareholder Meeting.
0:16.4	The conglomerates chairman and CEO, Warren Buffett, spends hours answering shareholders' questions.
0:22.0	The famous investor has been noticeably quiet about the markets in recent months.
0:26.3	He spoke about that, and a whole lot more than we were expecting, here's a tease for you.
0:31.3	You are going to want to stick around till the end for this one.
0:34.7	What you'll hear coming up is the audio of what aired on CNBC. Mike Santoli and I
0:39.4	covered the events of the day talking to Berkshire Hathaway board members, managers of portfolio
0:44.5	companies and shareholders too, and you'll hear what it was like to be in the C-E-H-I Health
0:49.3	Center Arena in Omaha for two question-and-answer sessions. So settle in, grab your peanut brittle, and let's get started.
0:57.1	Good morning, everybody, and welcome to CNBC's special coverage of the 2025 Berkshire Hathaway
1:02.5	shareholder meeting.
1:03.5	I'm Becky Quick, here with Mike Santoli this morning.
1:06.1	We are live in Omaha, Nebraska on the floor of the CHI Center exhibit hall.
1:11.4	That's where Berkshire companies are selling their wares to shareholders.
1:15.1	They have been doing that since yesterday.
1:16.7	In fact, right now you're looking at a live picture.
1:18.7	That's Warren Buffett arriving behind the scenes.
1:21.6	You can see him walking through with Melissa.
1:23.7	Melissa's in charge of this whole place, this whole operation.
1:26.0	She's really set things up for us.
1:27.8	And backstage, this time around, it's been a little, there's the cane that he talked about in the
	...

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