Ricky Sandler – Investing Through Perception Shifts and Market Cycles
Ricky Sandler explains investing through perception shifts, navigating market cycles, and building resilient portfolios.
Ricky Sandler explains investing through perception shifts, navigating market cycles, and building resilient portfolios.
Bill Ackman shares how he built Pershing Square into a $30 billion firm, his evolving investment philosophy, and his team’s
Klarman reflects on his decades-long investment philosophy, timeless principles of market inefficiencies, specialization versus generalization, and technology trends like AI.
Daniel touches on topics from his academic research, including his critiques of the Fama-French model, the role of intangible information
Berkshire Hathaway’s Todd Combs shares personal anecdotes and insights from Charlie Munger, providing an intimate look into the wisdom of
Egerton Capital’s Chief Strategist shares insights into navigating the complexities of portfolio management and the art of risk-taking in fluctuating
Chhabra is the CIO of Jim Simons family office. He discusses chaos theory & markets, how he developed the Wealth Allocation
C.T. Fitzpatrick discusses stress-testing portfolios, prioritizing value stability and margin of safety, and navigating crisis-driven industry shifts.
Joel Greenblatt discusses value investing principles, building Gotham Asset Management, and applying special situations and valuation-based strategies across market cycles.
Leon Cooperman discusses his path from Goldman Sachs to Omega Advisors, value investing principles, and perspectives on markets, policy, and