Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Creators of Capital vs. Consumers: Finding Value Overseas. Silvercrest International Value Portfolio Manager, Christopher Richey, and Bernard Paternina, Portfolio Manager, discuss their investment philosophy, global markets and geopolitical risks, and the role of AI in the latest episode of the Silvercrest Podcast.

silvercrestgrp's profile picture

Silvercrest Asset Management

1,420 subscribers

2,175,769 görüntüleme • 9 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

In this week’s episode of The Bid #podcast Glenn Purves, Global Head of Macro in the BlackRock Investment Institute, and Catherine Kress, Head of Geopolitical Research & Strategy at BlackRock, join host Oscar Pulido to discuss the investment opportunities and risks associated with U.S. tariffs, the influence of geopolitical tensions, and key takeaways for investors looking to navigate the evolving trade landscape. Listen 🎧 to the full episode here:
1:06

In this week’s episode of The Bid #podcast Glenn Purves, Global Head of Macro in the BlackRock Investment Institute, and Catherine Kress, Head of Geopolitical Research & Strategy at BlackRock, join host Oscar Pulido to discuss the investment opportunities and risks associated with U.S. tariffs, the influence of geopolitical tensions, and key takeaways for investors looking to navigate the evolving trade landscape. Listen 🎧 to the full episode here:

BlackRock

23,466 görüntüleme • 1 yıl önce

In this episode of the In Focus podcast, Stanly Johny and Smriti discuss the Houthis’ role in the West Asia crisis, their Iran ties and the risks of a wider regional conflict. Produced by Sharmada
1:57

In this episode of the In Focus podcast, Stanly Johny and Smriti discuss the Houthis’ role in the West Asia crisis, their Iran ties and the risks of a wider regional conflict. Produced by Sharmada

The Hindu

15,900 görüntüleme • 25 gün önce

Fast is slow. Our Portfolio Manager Mohnish Pabrai breaks down why slowing down your decision-making process and treating your investment lifetime as a limited set of choices can improve the quality of your portfolio.
0:51

Fast is slow. Our Portfolio Manager Mohnish Pabrai breaks down why slowing down your decision-making process and treating your investment lifetime as a limited set of choices can improve the quality of your portfolio.

Pabrai Wagons ETF

13,807 görüntüleme • 2 ay önce

Fahad Al-Saif, Head of Global Capital Finance and Investment Strategy and Economic Insights at PIF, joined leaders at the America Business Forum Miami 2025 to discuss PIF’s role in shaping the future of global investment.
0:24

Fahad Al-Saif, Head of Global Capital Finance and Investment Strategy and Economic Insights at PIF, joined leaders at the America Business Forum Miami 2025 to discuss PIF’s role in shaping the future of global investment.

Public Investment Fund

5,001,268 görüntüleme • 9 ay önce

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
1:26:22

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 görüntüleme • 1 yıl önce

Bittensor $TAO and the rise of Decentralized AI discussed on the latest episode of The All-In Podcast by @jason of Stillcore Capital
2:45

Bittensor $TAO and the rise of Decentralized AI discussed on the latest episode of The All-In Podcast by @jason of Stillcore Capital

TAO Telegraph — Bittensor Media

48,658 görüntüleme • 10 ay önce

PIF’s Vision Portfolio aims to leverage synergies across strategic sectors, maximize value for PIF portfolio companies, and continue to drive the growth of the local economy.
1:06

PIF’s Vision Portfolio aims to leverage synergies across strategic sectors, maximize value for PIF portfolio companies, and continue to drive the growth of the local economy.

Public Investment Fund

2,583,554 görüntüleme • 3 ay önce

As part of The Bid #podcast summer series, we’re revisiting standout episodes from the past year. For the final pick, host Oscar Pulido dives into the meaning and impact of capital markets. Joining him is Samara Cohen, Chief Investment Officer of ETF and Index Investments at BlackRock, who breaks down the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning. 🎧
0:53

As part of The Bid #podcast summer series, we’re revisiting standout episodes from the past year. For the final pick, host Oscar Pulido dives into the meaning and impact of capital markets. Joining him is Samara Cohen, Chief Investment Officer of ETF and Index Investments at BlackRock, who breaks down the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning. 🎧

BlackRock

321,056 görüntüleme • 1 yıl önce

Sri-Kumar Global Strategies President Dr. Komal Sri-Kumar and Miramar Capital Sr. Portfolio Manager Max Wasserman join Kelly Evans on The Exchange to discuss how to invest as bond yields rise.
8:19

Sri-Kumar Global Strategies President Dr. Komal Sri-Kumar and Miramar Capital Sr. Portfolio Manager Max Wasserman join Kelly Evans on The Exchange to discuss how to invest as bond yields rise.

The Exchange

16,905 görüntüleme • 1 yıl önce

I recently joined Christopher Lind on the Future-Focused Podcast. The episode is titled "AI, Ethics, and Philosophy: Why We Need to Be Asking The Right Questions Before It’s Too Late." In this conversation, we discuss some of the most profound questions about AI, consciousness, and the future of human communication. Listen to the full episode on Christopher Lind's YouTube page! #lessonsfromleaders #brianbeckcomlawyer #ai #consciousness
1:26

I recently joined Christopher Lind on the Future-Focused Podcast. The episode is titled "AI, Ethics, and Philosophy: Why We Need to Be Asking The Right Questions Before It’s Too Late." In this conversation, we discuss some of the most profound questions about AI, consciousness, and the future of human communication. Listen to the full episode on Christopher Lind's YouTube page! #lessonsfromleaders #brianbeckcomlawyer #ai #consciousness

Brian Beckcom | Lawyer

83,624 görüntüleme • 1 yıl önce

Auction-driven markets can misprice assets - sometimes dramatically. Our Portfolio Manager Mohnish Pabrai shares why patience, and the conviction to act when mispricings get extreme, can be the difference between mediocre and good investment decisions.
1:24

Auction-driven markets can misprice assets - sometimes dramatically. Our Portfolio Manager Mohnish Pabrai shares why patience, and the conviction to act when mispricings get extreme, can be the difference between mediocre and good investment decisions.

Pabrai Wagons ETF

16,522 görüntüleme • 8 ay önce

If you didn't have time to read the essay, I made an investment tracker of equities across the AI value chain. Explore nine layers of the AI value chain by market capitalization and build your own portfolio, performance benchmarked to SPY. Browse interactive charts across raw materials to processors to foundation models. Not fully comprehensive, not financial advice.
0:48

If you didn't have time to read the essay, I made an investment tracker of equities across the AI value chain. Explore nine layers of the AI value chain by market capitalization and build your own portfolio, performance benchmarked to SPY. Browse interactive charts across raw materials to processors to foundation models. Not fully comprehensive, not financial advice.

mary

54,264 görüntüleme • 6 ay önce

Use a Pre-Investment Checklist to identify potential failure points before pulling the trigger. Our Portfolio Manager, Mohnish Pabrai, discusses the power of a Pre-Investment Checklist and three common mistakes it can help avoid.
1:09

Use a Pre-Investment Checklist to identify potential failure points before pulling the trigger. Our Portfolio Manager, Mohnish Pabrai, discusses the power of a Pre-Investment Checklist and three common mistakes it can help avoid.

Pabrai Wagons ETF

18,698 görüntüleme • 3 ay önce