Interview with New Money on July 21, 2026

I very much enjoyed my interview with Brandon van der Kolk at New Money podcast. I talked about Berkshire's investment in Google, and Google's spend on memory businesses today, learning to focus on your deepest desire and going all in, and deciding on stocks for the too hard pile.

Enjoy!

https://www.youtube.com/watch?v=YQq0A1haFo4

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Here is the link to the podcast:​

• Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.