A conversation about valuation

This is the McKinsey Podcast, where we help you make sense out of our world's toughest business challenges. Welcome to the show. I'm Lucia Rahili and I'm Roberta Fassaro. I was talking to some experts and they were saying, yes, you could actually have AI listening in on a meeting and identifying biases.

I think the biggest roadblock is whether companies or executives are willing to actually let a technology tool tell them that they're doing something wrong. That's McKinsey's senior partner Tim Kohler talking about how AI could help leaders make better decisions. In a minute you'll hear Tim and I talk about the updates to his business school bedrock valuation. Tim also shares thoughts on the legacy of Warren Buffett, who steps down from Berkshire Hathaway at the end of this year.

The conversation is excerpted from our author talks series. But first, just a heads up on a couple of timely podcasts on McKinsey.com. The first relates to the ongoing uncertainty in geopolitical dynamics and the tariff landscape and talks about how leaders can navigate global trade shifts. And the second is a piece of research from our Institute for Economic Mobility and covers innovative solutions to the affordable housing crisis. That's obviously always a relevant and serious topic, but I think it is particularly interesting right now given the new news that LA has reported a decline in the number of folks who are unhoused for the second straight year.

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