#60 - The Plumber Returns - James Aitken on J...

Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he sees an AI-induced bubble today and thinks the market will fall by 50%. He points out that at peaks you always have high multiples applied to abnormally high profit margins and ...  Show more

Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM. He is responsible for market and investment insights across the asset management business and has produced the famous Eye on the Market pu ...  Show more

Welcome to Strategy Skills episode 522, an interview with the author of Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son, Lionel Barber.

In this episode, Lionel discusses his career and insig ...

In this episode, Peter, Salim, and Anthony discuss the future of the Department of Government Efficiency, how long Elon will last in the White House, and how the new Administration should handle Bitcoin.  Recorded on Nov 20th, 2024 Views are my own thoughts; not Financial, Medica ...  Show more

This week, Goldman Sachs opened its doors for its first-ever Investor Day in its 150-year history. In this episode, Goldman Sachs CFO Stephen Scherr recaps the day and explains how leadership is trying to increase transparency with clients by releasing three-year financial target ...  Show more

In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US. Recorded on Feb 3rd, 2025 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ray Dalio is a renowned investor, hedge fund manager, an ...  Show more