Category: David Rubenstein
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John Collison
John Collison on the growth of electronic payments, fundraising, and unicorns staying private
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Board of Changemakers: FII
The main themes outlined in the video include the challenges and opportunities posed by the shift towards renewable energy, technological trends impacting productivity and economic growth, the need for hard-nosed leadership in navigating real-world issues, and the potential challenges facing various industries, such as banking and finance, and commercial real estate. The video also touches…
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Grantham says “only invest outside the US”
Jeremy Grantham shares his insights on market bubbles, his investment strategy, and his concerns about the climate crisis in this interview. He emphasizes the role of human nature in creating bubbles, with people driven by the fear of missing out on wealth. Grantham also highlights the importance of recognizing human nature in market behavior and…
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“Survive ’til 25?” Barry Sternlicht
Starwood founder and real estate investor Barry Sternlicht discusses various topics, including his thoughts on the current state of the real estate market and the potential impact of artificial intelligence. He criticizes the Federal Reserve for raising interest rates too quickly, resulting in vacant office buildings. Sternlicht predicts a recession but hopes it will be…
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Rubenstein on Real Estate
David Rubenstein, co-founder and co-chairman of Carlyle Group, believes that the biggest investment opportunity over the next 2 to 3 years lies in the discounted real estate debt market, specifically in large commercial office buildings in major cities. Rubenstein acknowledges the challenges facing some cities, such as public relations issues and declining real estate prices,…