‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Diameter Capital’s Scott Goodwin talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum.
Diameter Capital’s Scott Goodwin talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum.
David Kostin, Goldman Sachs’ Chief US Equity Strategist, discusses the recent equity market volatility, the AI trade, the opportunities for
Aronson discusses his career and path to building Centerbridge, and the opportunities and challenges facing private investment managers today.
Goldman Sachs examines the dynamics driving markets now, and discuss the investment strategies that could work in the second half
Discovery Capital Management’s Rob Citrone discusses his investment framework, high-conviction views, and the importance of short positions in risk management.
Botha discusses his career, Sequoia’s culture and investment processes, and how he finds and builds enduring businesses.
This episode covers the recent Goldman Sachs paper, which says the hype around GenAI is overdone.
Lovelace discusses the firm’s investment process and culture, how he’s thinking about macro trends, and his lessons for leadership.
In a rare interview with Peter Brown, he discusses his career, how the firm navigated market crises, and how computer
Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of