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Warren Buffett on Charlie Rose's Show

CHARLIE ROSE: Warren Buffett is here. As you know, he is perhaps the world’s most respected investor. He’s also chairman and CEO of Berkshire Hathaway.

He has been on this program many times. I last spoke with him over a year ago at the peak of the worst economic crisis since the Great Depression. At that time, he said that America had been struck by an economic Pearl Harbor, but much has changed since then, and he’s here to tell us how he views a global and American economy in recovery.

His own company reflects the progress made in recent months. Last week, Berkshire Hathaway struck a $26 billion deal to buy all of Burlington Northern Santa Fe railroad, the largest acquisition in company history. He called the deal an all-in wager on the American economy. He is in New York for a town hall event that he held with Bill Gates at Columbia University yesterday. He graciously agreed to stay over in New York an extra night, and I am pleased to have a good friend of this program and a good friend of mine back at this table. Welcome.

WARREN BUFFETT: Thank you, Charlie. Pleased to be here.

CHARLIE ROSE: Great to see you. It has been, certainly from the middle of 2008 to the middle of 2009, one incredible year.

WARREN BUFFETT: One incredible year. One to a lifetime, I hope.

CHARLIE ROSE: Yes. Tell me about it for you.

WARREN BUFFETT: Well, it was-- it really was an extraordinary time in this country. We came closer to a financial meltdown than certainly any time I have ever seen, and probably in certain respects even -- there was even more panic than the Great Depression, because it came on so fast and so unexpected.

And the whole country wanted to deleverage, corporations, individuals, and fortunately we had a government that responded. It was -- when we talked last, it was a little question of whether Congress would respond like they should. They finally did, and I -- I felt they would in the end. I mean, in the end, they come together for things that are this vital to the country. But we had the right people in Washington. If we’d had a group that behaved like a deer in the headlines, that deer would have gotten run over.

CHARLIE ROSE: So Paulson and Bernanke and Geithner were the right people at the right time, and you don’t know what might have happened if others had been in those positions of power.

WARREN BUFFETT: I can think of others-- I’m not going to name them-- but I can think of others where the ending would have been with us in the abyss rather than just peering down into it.

CHARLIE ROSE: You made some investments during that period.

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Charlie Rose: An Exclusive Conversation with Warren Buffett

Warren Buffett: I Haven't Seen As Much Economic Fear In My Adult Lifetime - Charlie Rose Interview

Charlie Rose:
We are in San Diego, California this afternoon for a conversation with Warren Buffett. He is a man congressional leaders, the administration, and the Federal Reserve want to talk and talk to. He is the legendary chairman and CEO of Berkshire Hathaway. Its success has made him the world's richest man. He's admired for his investment results over a long period of time. He is trusted for his common sense and the fact that he's warned over the years, in his annual letter to stockholders, about some of the things that are contributing to the crisis facing America and the global economy. For all those reasons, we have come to see him in San Diego where he is attending the Fortune Magazine's most powerful women's summit. Later, he will be interviewed at a conference by the Fortune reporter and long time friend, Carol Loomis. We come this evening from the studios of our public television affiliate in San Diego, KPBS. I thank my friend, Warren Buffet, for taking time in a busy schedule to talk to us.

Warren Buffett:
My pleasure, Charlie.

Charlie Rose:
Let me talk of the news of today. You have announced an investment of $3 billion in General Electric, along the same terms as the the Goldman Sachs --

Warren Buffett:
Yeah, almost identical.

Charlie Rose:
Why GE?

Warren Buffett:
Well, I got a call this morning from a friend of mine at Goldman Sachs saying they might be interested in such an investment. I'm familiar with the company. I've known the management, the current management, Jack Welch before Jeff Immelt. I've known him for decades. And so I understand their businesses. We do lot of business with him, and GE has been -- I think it's the longest running stock in the Dow Jones industrial average. It will be 100 years now it will be around. I hope I'm around then, too. And it was an attractive investment. And we have had a lot of money around, over the last two years, and we're seeing things that are attractive now.

Charlie Rose:
Are you looking at other things?

Warren Buffett:
I look at everything, Charlie. That's my job. I really do. I mean every day, I think about everything, yeah.

Charlie Rose:
I know, but cash is said to be king now. Are you sitting on a lot of cash so that this is the time for Berkshire Hathaway and Warren Buffet to look carefully at a lot of opportunities.

Warren Buffett:
Yeah, we want to use cash. The reason we haven't used our cash two years ago, we just didn't find things that were that attractive. But when people talk about cash being king, it's not king if it just sits there and never does anything. There are times when cash buys more than other times, and this is one of the other times when it buys a fair amount more, so we use it.

Charlie Rose:
There is a time to accumulate and a time to spend.

Warren Buffett:
Absolutely. You want to be greedy when others are fearful. You want to be fearful when others are greedy. It's that simple.

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