# Chris Bloomstran

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The Secular Plateau | Chris Bloomstran on Why We May Be at Peak Valuations

This episode features Chris Bloomstran of Semper Augustus discussing market concentration, AI capital spending, Berkshire Hathaway, and the risks facing today’s equity investors. The conversation explores whether we are at a secular valuation plateau, how AI investment may reshape returns, and why …

We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead

I joined Justin Carbonneau for one more special episode of Excess Returns. We spoke with Chris Bloomstran soon after his famous annual letter release, and right before the Berkshire meeting in Omaha. Available now on Excess Returns Podcast and Talking Billions. 🎧 I’m excited to share this episode w…

TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran

Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 12.4% on equities since its fund's inception on 2/28/1999, compared to 8.5% …

We Asked David Rosenberg, Chris Bloomstran and Cameron Dawson What This Market Is Getting Wrong

This week’s Excess Returns Weekly Wrap explores one of the most important questions in markets today: what’s really driving this rally, and how fragile is it beneath the surface. We break down the growing concentration in earnings, the role of passive flows, and why multiple top investors see struc…

Closing Bell Overtime: Stocks Turn Page After Strong April 5/1/26

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes t…

Berkshire Hathaway Panel - 17th Annual Gabelli Omaha Value Investor Conference

Macrae Sykes (Gabelli Portfolio Manager) moderates the Berkshire Hathaway Panel at the 17th Annual Gabelli Omaha Value Conference. Panelists: - Adam Mead, Author, "The Complete Financial History of Berkshire Hathaway" - Chris Bloomstran, President, Semper Augustus Investments Group, LLC - Brett Gar…

DHUnplugged #807: MahJong and Markets

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan - The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the r…

Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, …

Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141]

My guest this week is Chris Bloomstran, the president and chief investment officer of Semper Augustus Investments Group. He became famous in investing circles a few years back for his incredibly detailed investigations of Berkshire Hathaway. While we do cover Berkshire towards the end of the conver…