About this episode
Send us a text Warren Buffett is still making big moves at 95 years old. His latest play? A $10 billion bet on OxyChem, the petrochemical arm of Occidental. In this episode of Market Outsiders , Namaan and Jenny Rae unpack what makes this deal stand out. They break down the financial engineering behind it, why debt reduction matters in today’s macro climate, and how it fits into the broader Buffett Playbook. From shareholder buybacks to Buffett’s trademark “handshake” style, this is a masterclass in deal dynamics. Links mentioned in the episode: Occidental 10-K (FY 2024) Latest Buffett Shareholder Letter Previous episode : What Record Stock Buybacks Signal (August 11, 2025) Previous episode : Kraft Heinz Breakup Signals the End of Scale at All Costs (September 2, 2025) Invest in Project Management Training for your team Timestamps: 00:19 Buffett at 95 makes a $10B deal 01:26 The Buffett Index and Woodstock of Capitalism 02:32 The Buffett Playbook: deal vs. business 05:28 Breaking down the OxyChem acquisition 06:18 Why stock buybacks matter 08:17 Debt, interest rates, and timing the deal 12:07 Berkshire’s 28% stake in Occidental 15:34 Buffett’s secret: the handshake Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.