YouTube05 May 2025
3m

S&P returns would be ruined if Buffett is right about AI CapEx, says Smead Capital’s Cole Smead

Podcast cover

CNBC Television

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

S&P returns would be ruined if Buffett is right about AI CapEx, says Smead Capital’s Cole Smead