As AI stocks retreat and rates remain a concern, Pershing Square CIO Ryan Israel joins Bloomberg Open Interest to explain why the firm is focused on durable businesses at attractive prices. He discusses the long-term cases for the eye-care company Alcon and Netflix, when a macro bet makes sense and the firm's expansion into private growth companies. Video Transcript 00:00 Speaker A Joining us now, I'm pleased to say is Ryan Israel, Chief Investment Officer at Pershing Square Capital Management. Ryan, great to get you on. 00:03 Ryan Israel Thanks for having me. 00:04 Speaker A And and look, CoreWeave is maybe the poster child for this, but a lot of AI names selling off. In your portfolio, you don't have any sort of pure AI type names.
Mostramos publicamente o ponto principal. Crie uma conta gratuita para continuar lendo o artigo completo, salva-lo, comenta-lo e conecta-lo ao contexto de mercado e OSINT.