Videos of playlist "PLVbP054jv0KrqiuI5bQaTwfDVlpg6TYJj"
2:38 / Billionaire investor Bill Ackman: Kennedy made me think about risk vs. reward with vaccines
2:12 / Billionaire investor Bill Ackman: I am very bullish on Ukraine post-war
3:00 / Billionaire investor Bill Ackman: I'm a Warren Buffett devotee
1:33 / Billionaire investor Bill Ackman: Alphabet will be a dominant player in AI
1:40 / 30-year Treasury is not an instrument for speculating on the economy, says Pershing's Bill Ackman
2:10 / SoftBank Investment’s Lydia Jett: Consumers are still 'relatively healthy’
2:29 / The bar is very high right now for companies to raise money, says SoftBank Investment’s Lydia Jett
5:12 / Lazard's McGuire: AI supercomputing will increase demand on the power grid
5:34 / Dina Powell McCormick: G20 manufacturing corridor is 'clear message' U.S. working on checks on China
4:49 / Lazard's Raymond McGuire: Deglobalization will be the reindustrialization of America
5:15 / BlackRock's Rick Rieder: The Fed will start cutting rates in the second half of 2024
5:23 / Altimeter CEO Brad Gerstner: The Fed overshot, probability of 'meaningful slowing' in 2024 is up
4:00 / Brad Gerstner on AI: Like the internet we overpriced it, but underestimated the long-term impact
3:05 / Blackstone's Kathleen McCarthy: Hospitality has been a conviction theme for us for a long time
2:40 / Blackstone's Kathleen McCarthy: Student housing generates a lot of strong cash flow growth for us
3:45 / UBS Asset Management's Suni Harford: I'm a long-term believer that we're going to be global again
2:17 / Anything with a floating-rate nature 'must be a pretty compelling opportunity': AustralianSuper CIO
2:34 / You have to have a long-term outlook on oil and gas: Texas Teacher Retirement System's Jase Auby
2:27 / Commodities is something we are actively looking at right now: CPP Investments CIO Edwin Cass
4:36 / Private credit is on the upswing because of the attractive returns, says Jase Auby
