Apollo Global CEO Marc Rowan discusses public vs. private market investing, money flows, risk, the future of private equity and the scalability of his business.
“In the US we have 12 to 13 trillion in 401K. These are people who need retirement money, retirement savings more than anyone else in the world. Returns. What do we have them invested in? Daily liquid, generally index funds for 50 years…Indexation and correlation, I do not think are our friend in periods of volatility.”
Stan Druckenmiller discussing various aspects of the financial markets, focusing on inflation, the Federal Reserve ‘s strategies, investment decisions, trading experiences, and advice for aspiring individuals in the industry. Druckenmiller expresses concerns about potential risks from premature declarations of victory over inflation and discusses the implications of his personal investment strategies, including the importance of being forward-looking […]
Trump, Elon, and a few others now face a moral and ethical dilemma about what to do with their businesses. Check out my conversation with ChatGPT Greg Why did hank paulson not pay taxes on his goldman sachs stock before becoming a government official ChatGPT Henry “Hank” Paulson was legally exempt from paying capital gains […]