Mentioned On
Episode Mentions
Ken McElroy Show · May 5, 2026
BREAKING: Warren Buffett Just Made Huge Prediction (Investors Beware)
“Berkshire subsidiary; residential mortgage financing; part of hidden real estate exposure”
Warren Buffett's inflation concerns and runaway inflation risk managementReal estate depreciation and tax benefits omitted from Buffett's public investment thesisBerkshire Hathaway's hidden real estate exposure through financing and manufacturing
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The Knowledge Project · Dec 30, 2025
The Outlier Playbook: The Patterns Behind Enduring Success
“Jim Clayton's mortgage company kept final payments to maintain conservative underwriting incentives and worked with struggling customers”
Resilience and adversity as competitive advantageAction bias and decision-making under uncertaintyBusiness system design and operational simplification
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