David Rubenstein interviews Kevin Hassett, former head of the National Economic Council, about economic policy. Hassett discusses the impact of the government shutdown on GDP, inflation rates, and potential Federal Reserve actions. He addresses the possibility of becoming the next chair of the Fed, the administration's...
In this interview, Lee Ainslie, founder of Maverick Capital, discusses his journey into the hedge fund world, Maverick's investment philosophy, and his views on the evolving investment landscape. Ainslie recounts his early career, influenced by Julian Robertson at Tiger Management, and details Maverick's focus on long-...
Chris Davis, from the multigenerational investment firm Davis Advisors, discusses his value investing philosophy, which he sees as fundamental to all investing, distinguishing it from speculation or gambling. He emphasizes assessing a business's value based on its earnings rather than market trends, advocating for long...
In this interview, Dan Sundheim, founder and chief investment officer of D1 Capital Partners, discusses his career, investment strategies, and perspectives on the market. He reflects on the GameStop short squeeze, his early career at Viking Global Investors, and the inspiration behind D1 Capital. Sundheim addresses con...
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