Delivering Alpha

"I did not like the way [Carl Icahn] managed a couple of situations I had business-wise and so, you know, for Carl to be the subject of a short attack, I do think there was a circle of life kind of quality to it," said Pershing Square CEO Bill Ackman at #DeliveringAlpha.

"The Fed's in no mood" to cut rates "anytime soon," says @RickRieder. "I think they're going to do it in the second half of [next] year." @ScottWapnerCNBC @DeliveringAlpha

"[Alphabet] will be a dominant player in AI for a very, very long time, we would expect," Pershing Square CEO Bill Ackman said at #DeliveringAlpha. cnb.cx/3LH7g1n

"My view is, or kind of the house view is, inflation is going to be persistently higher," said Pershing Square CEO Bill Ackman at #DeliveringAlpha. cnb.cx/3LH7g1n

"The technicals in equities are pretty amazing relative to the bond market...and I think next year you can still get an 8-10% return in equities," says @RickRieder. "I think you really need...big #tech to continue to do well..." @ScottWapnerCNBC @DeliveringAlpha

"I'm very bullish on Ukraine post-war," said Pershing Square CEO Bill Ackman at #DeliveringAlpha, when asked about his recent meeting with Ukrainian President Volodymyr Zelenskyy.

LIVE: Billionaire investor Bill Ackman at CNBC's Delivering Alpha Summit youtube.com/watch?v=TrDI3Q…

"Bitcoin is the greatest distraction from the greatest disruption that is coming to financial services," said Franklin Templeton President and CEO Jenny Johnson at #DeliveringAlpha. Here's what she says that disruption is. cnb.cx/3LH7g1n

"My sense is [the #Fed] should be done," says @RickRieder @ScottWapnerCNBC @DeliveringAlpha

"The cost of the debt service in the country is going to be significant for the next few years," says @RickRieder @ScottWapnerCNBC @DeliveringAlpha

.@altcap talks with @DJ_Sixsmith about speaking at @DeliveringAlpha, advice to his younger self and why he first invested in AI back in 2005. #DeliveringAlpha Follow here for live updates: cnbc.com/amp/2023/09/28…

"80 to 90% of the critical minerals that are refined around the world are refined by China ... Copper, gallium, cobalt. China is in control of many of those critical minerals," said Lazard President Raymond McGuire at #DeliveringAlpha. cnb.cx/3LH7g1n

Great to see ⁦@michaelsantoli⁩ and other market pros ⁦@DeliveringAlpha⁩ while hearing from renowned investors ⁦#fairleadstrategies

Altimeter's Brad Gerstner on AI: "AI is going to be bigger than the internet, bigger than mobile, and bigger than cloud software." @DeliveringAlpha cnbc.com/2023/09/28/bra…

Thank you to @CNBC for selecting CEE as the charity of choice for this year's @DeliveringAlpha Conference! We are grateful for your continued support! #DeliveringAlpha

Taking some Fed for Thought at #DeliveringAlpha with @BlackRock’s Rick Reider and Rebecca Patterson with @steveliesman. Follow all the coverage here: cnbc.com/2023/09/28/del…

"It seems to me more likely than not that the Fed will continue with quantitative tightening even while it's easing," said the Council for Economic Education's Rebecca Patterson at #DeliveringAlpha. cnb.cx/3LH7g1n

Altimeter's Brad Gerstner at #DeliveringAlpha: Google has been a "monopoly, a tax collector" on everything on the internet for 20 years. "They are the verb that collects the tax ... So, what is the verb in the age of AI? Do you Bard? Or do you ChatGPT?" cnb.cx/3LH7g1n

Is there an AI bubble? Altimeter’s @altcap says no but some assets are overinflated including possibly OpenAI recent valuations. More from the #DeliveringAlpha @ScottWapnerCNBC interview here: cnbc.com/2023/09/28/del…

@carbonef954 @CNBCAmbition Hi Francisco, you can purchase a virtual ticket to watch online here: cnbcevents.com/delivering-alp…

@DeliveringAlpha How do I watch the livestream of #deliveringalpha @CNBCAmbition