About this episode
Jan 28
Grasping the global rally 1/28/26
There could be much more to it than just what headlines suggest. Fundamental changes could be afoot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
34m 29s
Jan 21
Rare opportunities emerging in bonds 1/21/26
Headlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up for the first time in a decade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor ... Show More
32m 41s
Jan 12
Why “big oil”…. might not be for much longer 1/12/26
Venezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
26m 29s
Feb 2024
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
28m 24s
Aug 2022
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
<p><!-- wp:paragraph --></p> <p><a href= "https://www.thetwentyminutevc.com/marcelo-claure/">Marcelo Claure</a> is an entrepreneur and investor who has founded and led some of the world's most iconic businesses. He is currently the Chairman & CEO of Claure Capital, a newly founde ... Show More
28m 3s
Mar 2023
Which is Best - Active or Passive, ETFs or Funds?
<p>David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work.</p><p>Topics covered include:</p><ul><li>Should individual investors even try to select active mutual funds</li><li>Is there an indexing bubble< ... Show More
49m 5s
Jan 2024
Activist Investors are Acting Up
Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.
(00:21) Ron Gross and Emily Flippen discuss:
- The latest inflation numbers and why we shouldn’t bank on rate cuts yet
- Activist investor ... Show More
40m 31s
Jun 2022
20VC: The Memo: Bill Gurley, Doug Leone, Keith Rabois; Investing Lessons from Prior Busts, How Their Investor Psychology Changed, What Can Be Applied To Today's Market
26m 32s
Jul 2022
Bloomberg Wall Street Week: July 15, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, David Bianco, DWS Americas CIO & Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, wrap up the week in the markets. Greg Fleming, ... Show More
32m 23s
May 2022
Bloomberg Wall Street Week: Bianco, Moore, Altman
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Kate Moore, BlackRock Global Allocation Team Head of Thematic Strategy & David Bianco, DWS Americas CIO wrap up the stormy week in markets. Rog ... Show More
32m 7s
Apr 2021
Ford CEO, Stanley Black & Decker CEO, Yum Brands CEO & Salesforce CEO
The Dow fell 165 points today and Cramer’s guiding you through the latest moves on the tape as the earnings gauntlet continues. First, Cramer’s talking to Jim Farley, the CEO of Ford after earnings to see if the stock has potential to drive higher in 2021. Next, is Stanley Black ... Show More
43m 45s
May 2022
Upstart CEO, Biohaven Pharma CEO, Crocs CEO & Sysco CEO 5/10/22
The Dow continued to move lower while the S&P 500 and Nasdaq rose, and Jim Cramer is taking you through the day’s action. Then, after Upstart fell 56% today and CEO Dave Girouard sits down to break down yesterday's earnings and find out what sent the stock tumbling. And, Pfizer a ... Show More
44m 46s
Aug 2023
Bloomberg Wall Street Week - August 11th, 2023
On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is ... Show More
34m 58s
CNBC's Seema Mody fills in for Bob Pisani this week. In honor of Pride Month, a brand-new fund is tracking the top 100 companies across corporate America seeking to promote LGBTQ community goals and values – plus, commodity prices may have raced higher all year, but what’s the deal with gold? Moody spoke with Bob Tull, Co-founder and President of Procure Hol ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/dougleone">Doug Leone</a> is the Global Managing Partner @ <a href= "https://www.sequoiacap.com/">Sequoia Capital</a>, one of the world's most renowned and successful venture firms with a portfolio including the likes o ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/bgurley">Bill Gurley</a> is a General Partner @ <a href= "http://www.benchmark.com/">Benchmark Capital</a>, Bill, is widely recognized as one of the greats of our time having worked with the likes of GrubHub, NextDoor, ... Show More
