CNBC Delivering Alpha
56 videos • 8,842 views • by CNBC Television
1
China's economy is at a structural turning point: Man Group
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2
Now is the time for stock selectors, says Sanlam Investments' Gooch-Peters
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3
Portfolio manager highlights investing opportunities in Europe and China
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4
Primark has growth potential around the world, portfolio manager says
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5
Focus on 'AI infrastructure' layer in tech, says fund manager
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6
US tech companies focused on emerging markets offer best opportunities, says Mark Mobius
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7
Portfolio manager: See opportunities in U.S. utilities after election
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8
Wealthy Americans increasingly looking to move abroad
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9
AI doesn’t stand a chance against actors, or Shakespeare: Ben Affleck
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10
Ben Affleck highlights a new approach to bringing actors and the business side together
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11
The entertainment industry doesn't have enough financial rigor and accountability: Gerry Cardinale
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12
Content has the potential to be king in today's world, says RedBird Capital's Gerry Cardinale
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13
California universities' investment chief on dealing with students on Israel
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14
Greenlight Capital’s David Einhorn sees a 'really, really, really' pricey market with opportunities
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15
David Einhorn is building new position in CNH Industrial, says agricultural play is 'cheap'
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16
We have increased our bets on inflation, says Greenlight Capital’s David Einhorn
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17
'Too early' to adjust portfolios based on the incoming administration: UC Investments' Singh Bachhe
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18
Ontario Teachers' Pension Plan CEO breaks down his AI investing approach
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19
Mercer's Olaolu Aganga sees policy risks coming from Trump presidency
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20
Nelson Peltz says postelection market rally won't last
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21
Disney will replace CEO by end of 2025, says Nelson Peltz
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22
'Magnitude' of the postelection rally was surprising, Guggenheim Partners' Anne Walsh
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23
Meet the AI version of Andrew Ross Sorkin and David Faber
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24
Nelson Peltz on anti-Semitism: You really must come down hard and obliterate it
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25
Nelson Peltz: Trump's tariffs will be a negotiating tool
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26
Here's what to expect from the 14th annual Delivering Alpha conference
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27
Billionaire investor Bill Ackman: Kennedy made me think about risk vs. reward with vaccines
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28
Billionaire investor Bill Ackman: I am very bullish on Ukraine post-war
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29
Billionaire investor Bill Ackman: I'm a Warren Buffett devotee
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30
Billionaire investor Bill Ackman: Alphabet will be a dominant player in AI
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31
30-year Treasury is not an instrument for speculating on the economy, says Pershing's Bill Ackman
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32
SoftBank Investment’s Lydia Jett: Consumers are still 'relatively healthy’
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33
The bar is very high right now for companies to raise money, says SoftBank Investment’s Lydia Jett
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34
Lazard's McGuire: AI supercomputing will increase demand on the power grid
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35
Dina Powell McCormick: G20 manufacturing corridor is 'clear message' U.S. working on checks on China
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36
Lazard's Raymond McGuire: Deglobalization will be the reindustrialization of America
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37
BlackRock's Rick Rieder: The Fed will start cutting rates in the second half of 2024
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38
Altimeter CEO Brad Gerstner: The Fed overshot, probability of 'meaningful slowing' in 2024 is up
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39
Brad Gerstner on AI: Like the internet we overpriced it, but underestimated the long-term impact
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40
Blackstone's Kathleen McCarthy: Hospitality has been a conviction theme for us for a long time
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41
Blackstone's Kathleen McCarthy: Student housing generates a lot of strong cash flow growth for us
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42
UBS Asset Management's Suni Harford: I'm a long-term believer that we're going to be global again
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43
Anything with a floating-rate nature 'must be a pretty compelling opportunity': AustralianSuper CIO
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44
You have to have a long-term outlook on oil and gas: Texas Teacher Retirement System's Jase Auby
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45
Commodities is something we are actively looking at right now: CPP Investments CIO Edwin Cass
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46
Private credit is on the upswing because of the attractive returns, says Jase Auby
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47
The first victim of the $33T national debt is the U.S. dollar: Xponance CEO Tina Byles Williams
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48
Economy and markets could actually experience trouble going forward: Oaktree's Armen Panossian
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49
Good companies are staying private longer, says Ares Management CEO Michael Arougheti
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50
Private credit returns are 'very attractive' given the risk, says Oaktree's Armen Panossian
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51
AI is a transformational technology, and we are using it: TCW CEO Katie Koch
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52
We are going to have a recession because that’s the way the world works, says TCW CEO Katie Koch
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53
The Sharpe angle: Sizing up the private credit market with Michael Arougheti
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54
The Sharpe Angle: Why KKR is championing a new kind of private equity model
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55
The Sharp Angle: Sixth Street's bullish bet on live events
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56
[Private video]
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