Ackman, Rubenstein on Markets, Money and More

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  • Опубликовано: 27 ноя 2024

Комментарии • 274

  • @user-km2bz8iy5o
    @user-km2bz8iy5o 4 года назад +256

    At about 10:50 he describes the 8 criteria for investment success that sits on his staffs’ desk as a deal toy
    1. Simple and predictable
    2. Free cash flow generative
    3. Dominant market position
    4. Large barriers to entry
    5. High return on capital
    6. Limited exposure to extrinsic risks we can’t control
    7. Strong balance sheet and don’t need access to outside capital to survive
    8. Excellent management and good governance

    • @leeali4096
      @leeali4096 4 года назад +3

      Thanks for sharing. It would be nice to write out #2.

    • @YSToussef
      @YSToussef 4 года назад +2

      @@leeali4096 Free Cash Flow generative.

    • @leeali4096
      @leeali4096 4 года назад

      @@YSToussef Thanks.

    • @Ochi2000
      @Ochi2000 4 года назад +1

      but, if one is a normal human being without a 100 Million dollar research team, how do you find those companies. is there an easier way to choose? Microsoft looks like one. someone throw me a bone.

    • @1970deamon
      @1970deamon 4 года назад

      How do you actually know these are the 8 investment criteria?

  • @mynameisdj1
    @mynameisdj1 4 года назад +184

    0:32 Why market seems to be so much higher than economies?
    1:58 Why volatility is so high?
    2:55 CDS deal and hell is coming..
    - bit of overstatement. We commit to pay $5M for 5 years.
    6:51 What would you do if the next president is Donald Trump?
    - It wouldn't change anything.
    7:25 How did you get into activist investor besides value investor or etc?
    8:55 Pershing Square. Where did you get the name?
    9:41 Compound rate of return of Pershing Square?
    - 11 times. 16% IRR
    10:17 What would you say about your mistake ( Herbal life, Valeant)
    - 8 principles. Moment of reflection.
    11:54 Do you feel OK for confrontation for time?
    13:20 Are you worried about impact of the debt? Value of dollar? Inflation?
    15:16 When do you think we can out of the recession? - 21 2Q
    16:42 Do you worry that this could keep going without vaccine in 21?
    18:11 What would you tell both of them( Fed, Treasury )?

    • @JuanPassiveMenis
      @JuanPassiveMenis 4 года назад +9

      You are a fucking LEGEND

    • @limitlessxmarketing4358
      @limitlessxmarketing4358 4 года назад +7

      Appreciate you big time 💯

    • @siivlerdwdat7492
      @siivlerdwdat7492 4 года назад

      김단테님 여기서도 대단하시네요 ㅋㅋ 레전드소리 아무나 듣는게 아닌데 역시나네

    • @siivlerdwdat7492
      @siivlerdwdat7492 4 года назад

      @@JuanPassiveMenis this guy is a millionare in south korea

    • @nickylooho
      @nickylooho 4 года назад

      he said 500mio pa cost though 6:11. i thought it was a mistake. 5mio makes more sense

  • @Touch625
    @Touch625 2 года назад +4

    This is how you interview….the interviewer’s tone remained uniform throughout.
    And
    Bill Ackman is one multi billionaire that really be giving information and insight into economics and finance, he speaks clearly and straight forward, I respect that!

  • @moregel6597
    @moregel6597 Год назад +2

    Watched the interview for three times. Love both of these two great minds - particularly when one was asking with a pair of eyes full of curiosity and interest and the other answering with a lot humbleness and open mind

  • @user-km2bz8iy5o
    @user-km2bz8iy5o 4 года назад +65

    Looking pretty good for 54! Anyways he’s very concise and insightful in his responses. Great interview

    • @bahlsdeepe868
      @bahlsdeepe868 4 года назад +4

      Bill Ackman is a scumbag...You need to look into him...His "call for a market shutdown" recently made him EXTREMELY rich...he manipulated the stock prices AGAIN by going to the press and sensationalizing everything...Look into Bill Ackman...the guy is a bad guy👎👎👎

    • @venice2823
      @venice2823 4 года назад

      @Alex Jay Literally

    • @epipen22
      @epipen22 4 года назад +2

      I guess money really is the fountain of youth.

    • @bahlsdeepe868
      @bahlsdeepe868 4 года назад

      @@epipen22 I bet Bill Ackman takes babies stem cells with a direct injection to keep him forever young💉💉💉💉💉

    • @bigeurasianstepper
      @bigeurasianstepper 4 года назад +5

      I know middle class people who’ve managed to look like this. He’s prob on a caloric deficit diet and good skincare regiment, as well as daily cardio and maybe intermittent fasting. Keeping his hairline prob has a lot to do with how young he looks too, minus the color.

  • @rubylougheedyawney9249
    @rubylougheedyawney9249 4 года назад +9

    keep up the great work Bill! Create value, encourage support for the poor and the vulnerable in our community. stay humble. Be blessed

  • @billytuff8286
    @billytuff8286 4 года назад +175

    Wish Ackman did more interviews.

    • @theknowledgeprojectclips
      @theknowledgeprojectclips 4 года назад +5

      The one on The Knowledge Project was amazing. ruclips.net/video/mIS3LYxgVWc/видео.html

    • @MrClaudiuzz9
      @MrClaudiuzz9 4 года назад

      @@theknowledgeprojectclips Thanks for sharing this link

  • @bollmann4580
    @bollmann4580 4 года назад +22

    Thank Mr Rubenstein for this inteview Mr Ackman is a class act having his parents living with him

  • @DaPonz
    @DaPonz 4 года назад +3

    Bill Ackman has gained a lot of my respect and interest in investment banking lately

  • @morrirowan7384
    @morrirowan7384 4 года назад +5

    Bill Ackman is a funny dude, goodluck with future investments, and interviews. I look forward to following your progress

  • @Ammo-Hoarder
    @Ammo-Hoarder Год назад +506

    David Rubenstein's initial comments on the importance of sound asset diversification and risk management cannot be overstated. I've been trying to grow my portfolio to $100,000 for some time and would welcome any other suggestions.

    • @MatthewVinson
      @MatthewVinson Год назад +2

      It's harder to build a strong financial portfolio currently, so I advise you to get help from a professional. You will then receive strategies that are specifically tailored to your long-term goals and financial goals.

    • @IAMBETTERTHANYYOU
      @IAMBETTERTHANYYOU Год назад +3

      @@MatthewVinson Pretty true! You don't necessarily have to be a flawless investor; All you have to do is seek advice from an expert. I started investing in 2016 and made a profit of around $900,000 in the 2022 due to compounding despite having absolutely no prior investment knowledge.

    • @elizabethyork590
      @elizabethyork590 Год назад

      @@IAMBETTERTHANYYOU Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this advisor?

    • @IAMBETTERTHANYYOU
      @IAMBETTERTHANYYOU Год назад +4

      "Jill Marie Carroll" is my advisor. Since then, she has provided entry and exit points for the securities I focus on. If you want to try her, you can do so online. If you want to check her out, you may do so online. I usually trade in accordance with her strategy.

    • @elizabethyork590
      @elizabethyork590 Год назад +1

      @@IAMBETTERTHANYYOU I just checked her up online, and I must admit that she has an extremely outstanding experience in investment. Thanks for sharing. I'm going to send her an email right away.

  • @YouCanDoX
    @YouCanDoX 4 года назад +14

    It was a 27 million dollar bet per month for 5 years. He only needed to wait 30 days to cash in on 3 billion

    • @AlexandertheGreat033
      @AlexandertheGreat033 Год назад

      He didn’t have that hedge for 5 year dude lol. He had place just a few months prior to cashing out.

  • @didierchampion5443
    @didierchampion5443 4 года назад +3

    Two brilliant minds in the world of private equity.

  • @TheJSmithBA
    @TheJSmithBA 4 года назад +18

    Ackman doesn't list fed QE, and govt bailouts as a reason the stock market has rallied, when it's obvious this is the main reason. Without support from fed & govt we would be down 50+%

    • @thinkleclt
      @thinkleclt 4 года назад

      T

    • @meadydoheny
      @meadydoheny 4 года назад +1

      Nor does the coward admit or talk about hedge funds having a free federal reserve credit window

  • @Thefunkeemonkee
    @Thefunkeemonkee 4 года назад +58

    He was bullish, but he made 2.2B buying credit spreads.

    • @alexandrecouture7918
      @alexandrecouture7918 4 года назад +5

      You have trouble calculating probabilities if you think you can’t be bullish and have a hedge against a downturn... if you think the market will probably go up but if it goes down it is the apocalypse you can hedge against that... Investors of his caliber don’t think in absolutes

    • @maddysydney
      @maddysydney 4 года назад +1

      Risk management is number one. If you spend 95% with high risk exposure then you can spend 5% to protect the downside for that 95%. If your 95% work well, you can write off the 5%

    • @shaijalkm7875
      @shaijalkm7875 4 года назад

      Great talk

  • @JusdoinstuF
    @JusdoinstuF 4 года назад +4

    great interview, questions, and responses. very direct.

  • @soulaimanraiss5543
    @soulaimanraiss5543 3 года назад +3

    Bill never disappoints

  • @qwertyuiopasdfghjklzxcvbnm6907
    @qwertyuiopasdfghjklzxcvbnm6907 4 года назад +56

    He looks like Jeff Bezos with hair

  • @Alew8
    @Alew8 4 года назад +2

    Phenomenal interview. Ackman’s long-term, ultra-rational perspective is especially refreshing in the midst of today’s uncertain environment.

  • @lydiayuna9155
    @lydiayuna9155 4 года назад +10

    This is the most handsome billionaire I've seen, OMG

  • @booneguy
    @booneguy 4 года назад +1

    Even billionaires appreciate living with parents. I bet it was detoxing to rid oneself of the office for a certain period of time and spend months with the most important people in life. Great interview.

  • @sommi888
    @sommi888 4 года назад +8

    🧡💛💚💙 Bill Ackman's Botox doctor needs to be tipped a LOT of money for doing such a great job on Bubby Bill 🧡💛💚💙

    • @edelliot
      @edelliot 4 года назад +1

      Somebody's JEALOUS! 27 mill. into 4 billion

  • @SFreedberg1
    @SFreedberg1 4 года назад +3

    That was a magnificent interview. I was on his rowing team at Harvard - NOT!

  • @chewie1355
    @chewie1355 4 года назад +4

    I remember hearing his 28 min segment on the radio. I pulled over to pick up some toilet paper. I almost crapped my pants. Then he become rich.

  • @TheEmericaism
    @TheEmericaism 4 года назад +2

    David is a good interviewer

  • @maddysydney
    @maddysydney 4 года назад +4

    Ackman: We made 100X on our portfolio hedge
    Rubenstein- can you give our viewers a 100X idea that they can use?
    Me: Seriously?

    • @chooshchoosh
      @chooshchoosh 4 года назад +1

      Well, one could start by not relying on CNN for the whole story.

  • @kevinkang4427
    @kevinkang4427 4 года назад +1

    Can’t help but to notice the bookshelves on both of their backgrounds, billionaire flex

  • @shanulk3
    @shanulk3 4 года назад +8

    19:32 AMZN is just the largest cloud provider in the world. What did he mean when he said it was not a tech company??

    • @aharonaryeh4049
      @aharonaryeh4049 4 года назад

      I think he was saying Amazon is not purely a tech company, much like Starbucks which has tech aspects integrated into its business model and core product.

    • @nr9926
      @nr9926 4 года назад +1

      @@aharonaryeh4049 Hi doesnt know about AWS and the complexity to create that..

    • @fabiokaya202
      @fabiokaya202 3 года назад +1

      he probably doesn't understand tech since his investment portfolio is mainly nontech

  • @Qiaozhi
    @Qiaozhi 4 года назад

    I thoroughly enjoyed the interview. Both David and Bill are really charming.

  • @neodrone1
    @neodrone1 4 года назад +10

    How can I get a list of books Ackman has there?

    • @shivashrivastava4437
      @shivashrivastava4437 4 года назад +2

      I also want to know that..

    • @paulgassner2602
      @paulgassner2602 4 года назад +4

      There’s a couple of Ackman reading lists out there.
      acquirersmultiple.com/2018/09/bill-ackman-recommended-books/

  • @prav077
    @prav077 4 года назад +8

    This man is brilliant

  • @Brettsparadox
    @Brettsparadox 4 года назад +1

    Smart dude... he didn't miss a beat even with that herbalife bet

  • @cathrina1786
    @cathrina1786 4 года назад +6

    Ackman has a good skin, i think he use Cerave alot

  • @thabamchunu7494
    @thabamchunu7494 3 года назад

    This guy is my hero.

  • @chrishaddad946
    @chrishaddad946 4 года назад +1

    Thank you sir, this was a really good interview. I only had some negative thoughts about Ackman but this turned it around.

  • @JonnyMReck
    @JonnyMReck 4 года назад +3

    Rubenstein looks like Ackman in 15 years

  • @amit7631
    @amit7631 4 года назад

    love the direct questions.

  • @EzMoney23x
    @EzMoney23x 4 года назад +12

    Ackman is the man

    • @chrissmith8469
      @chrissmith8469 4 года назад +1

      Not really lmao

    • @EzMoney23x
      @EzMoney23x 4 года назад +1

      chris Smith I think you’re a hater also

    • @EzMoney23x
      @EzMoney23x 4 года назад

      paul tight I think you’re just a hater

    • @EzMoney23x
      @EzMoney23x 4 года назад

      The only criticism is ad hominem no real merrit like him or not he’s making millions

    • @chillbill7690
      @chillbill7690 4 года назад +1

      The man? You are an idiot, sir. Bill Ackman is a jerk and a stock manipulator who should be facing charges based on his recent "shut down the market" rant...He did everything he could to tank the market through his press and then profited...You really need to look into Bill Ackman👎👎👎

  • @youngshin5471
    @youngshin5471 4 года назад +5

    Rubenstein reminds me of Jay Leno

  • @zaccarodavid
    @zaccarodavid 4 года назад +3

    13:08 - C'mon Ackman, stop clicking on those links!

  • @aprilized
    @aprilized 4 года назад +2

    fix your volume

  • @joaoandrade1922vsc
    @joaoandrade1922vsc 4 года назад +5

    13:08 listen carefully 😂😂😂

  • @AnyFactor
    @AnyFactor 4 года назад

    Is anyone else avoiding Ackman's SPAC?

  • @MJSTAMAND
    @MJSTAMAND 4 года назад +1

    Lol The bar light behind the guest at times looks like a halo!

  • @ReflectingEnergy
    @ReflectingEnergy 4 года назад +1

    Bill seems a lot like Jay Powell. Smart guys.👍🏽

  • @YouCanDoX
    @YouCanDoX 4 года назад

    Great and practical questions

  • @SFreedberg1
    @SFreedberg1 4 года назад +20

    Guy's pretty damn pretty for 54! That billionaire is getting some beauty treatments!

  • @Birdsiviewfpv
    @Birdsiviewfpv 8 месяцев назад

    bill ackman's appearance is like white house black market.

  • @thatswhatshesaidbro
    @thatswhatshesaidbro 4 года назад +4

    11:10 write it down gents it’s brilliant advice

  • @nickmmm
    @nickmmm 2 года назад

    Respect Akman

  • @federicomejia1373
    @federicomejia1373 4 года назад

    very smart guy and knows what to do

  • @RONMAYS71
    @RONMAYS71 4 года назад

    Two Great Minds in investing , very nice info

  • @nickylooho
    @nickylooho 4 года назад +2

    6:11 "commit to pay $500m / year for 5 years?" is that how much the CDS cost??

    • @TheTitusification
      @TheTitusification 4 года назад

      Nicky Looho yes it is!

    • @shawnl3151
      @shawnl3151 4 года назад

      Yes and no you pay monthly premiums but can sell your policies at any time. He sold out after 1 month. It’s like buying fire insurance on your house, paying 1 mo premium and it burns down a week later. Versus paying for 5 years and it burning down on year 5. That’s why his returns were so high versus the big short where they had to hold the cds from 06-08 and even had to close part of their position to pay redemptions. They even stopped filling redemptions towards the end

  • @wilbertguerra461
    @wilbertguerra461 4 года назад +2

    Hahaha! I knew that’s where the name Pershing Square came from !!!!!

    • @spindillio
      @spindillio 4 года назад

      I figured the same thing!

  • @watchingitallhere
    @watchingitallhere 4 года назад

    I can only imagine the language used after you pegged McEnroe... Great story.

  • @shirazsurani
    @shirazsurani 4 года назад

    He was indeed bullish and hence bet against the market.... Great strategy to make money & infact he made it. It needs lot of guts to do something like this and then defend

  • @JamesHampton0
    @JamesHampton0 3 года назад

    Bill is awesome.

  • @orsiaalker7728
    @orsiaalker7728 4 года назад

    Thank you!

  • @jeoboden
    @jeoboden 4 года назад +2

    he is 54? how does he stay so healthy?

    • @4frmhat
      @4frmhat 4 года назад +5

      Herbalife

    • @vedser
      @vedser 4 года назад

      4frmhat xd

  • @alinao625
    @alinao625 4 года назад

    Smart guy! I'd trust him with my money

  • @demri123
    @demri123 4 года назад +1

    ACKMAN BOTTOM!! cried on cnbc , then took 2B profit on his shorts.
    Genius

  • @patriciavasquez8856
    @patriciavasquez8856 2 года назад

    I saw two brand new babies today. One privilege and one very much at risk. It was a good experience. One on one and another within my sophisticated knitters. So Rock Chalk. I can say it was an exceptional day. Oddly I saw them in the same hour. Very unusual.

  • @stefanselman2425
    @stefanselman2425 4 года назад +15

    I came here to figure out how to invest, after tuning in to a guy on a radio talk about the significance of investing and how he made $520,000 in 3 month from $150k, by one way or another I am still finding it hard to understand the terms used here in this video, I'm a novice and I'm open to ideas on the most proficient method to invest for retirement.

    • @sarahross8175
      @sarahross8175 4 года назад +6

      have a goal in mind that you aim to achieve from investing and work towards that.

    • @paulnelson5539
      @paulnelson5539 4 года назад +3

      Have a tutor or mentor on standby, someone you can reach out to for assistance.

    • @matheofaustine5894
      @matheofaustine5894 4 года назад +6

      As a 1st generation investor and considering the fact that beginners are prune to mistakes I reached out to a consultant for help, as far as my journey goes, investing is much easier when you have proper guidance, since January till now, I have made at least $200,000 in profit, not much compared to the investor you mentioned but its a good start for me.

    • @valkeaton8600
      @valkeaton8600 4 года назад +2

      200 grand is not much? I would literally kill to have that amount right now in my bank account jk, congrats on your success.

    • @georginadamon203
      @georginadamon203 4 года назад

      Mr Matheo, are you still in touch with your consultant and how can i get in touch?

  • @marvynrobles1317
    @marvynrobles1317 6 месяцев назад

    What’s that sound at 13:12 👀

  • @BansRoad
    @BansRoad 4 года назад +1

    If only if he told us how to double the money..

  • @janosik150
    @janosik150 3 года назад

    Why persing squer in pink sheets

  • @Hey.bekind777y
    @Hey.bekind777y 4 года назад

    Does any know for sure if bill ackman got a secret clearance that he just uses insider information to trade with? It’s not fair if he has insider info that he gets to trade on and then take home that profit to eat fancy foods/drive boats...

  • @gordongordon98
    @gordongordon98 3 года назад

    His name was Bill Heart Attackman but he shorted it

  • @billytuff8286
    @billytuff8286 4 года назад +5

    Does Ackman dye his hair or his eyebrows?

  • @appletree9843
    @appletree9843 4 года назад +5

    Where is my comment ?

  • @babapapa8063
    @babapapa8063 4 года назад

    How do u bet on credit or debit spreads tightening

    • @koma7778
      @koma7778 3 года назад

      With your credit or debit card obviously, what a question?

  • @peter9910
    @peter9910 4 года назад

    Bill "Hell is coming" Ackman

  • @RickyJayG
    @RickyJayG 4 года назад

    Cant hear it
    Do better with sound

  • @jessejones5191
    @jessejones5191 4 года назад +10

    Neither of these two guys inspire trust.

    • @HaikuMalta
      @HaikuMalta 4 года назад +1

      The interview is dry anyway...

  • @lilyjeffey780
    @lilyjeffey780 4 года назад +10

    But it's still the best time to invest

    • @sakeemanurdin325
      @sakeemanurdin325 4 года назад

      Wow 😮 I was thinking I was the only one he has helped.. God bless him more. we are all grateful

    • @duarteezequieleloi6361
      @duarteezequieleloi6361 4 года назад

      I have worked with him for almost 6 months and it has been a win win. i am financially blessed

    • @safaaliibrahim9672
      @safaaliibrahim9672 4 года назад

      i am still in shock

    • @huanghong2771
      @huanghong2771 4 года назад

      i was able to recover all my losses and earn so much more profit with one month of trading. with Andrew Feldstein

    • @brijeshaditya4157
      @brijeshaditya4157 4 года назад

      +43 688 64896886
      Whatsap Andrew

  • @saudal-toubi8577
    @saudal-toubi8577 4 года назад

    13:09 That chair sure is squeaky

  • @fosman33
    @fosman33 4 года назад

    Honestly , Mr. Ackman need to be held accountable for how he manipulated the market. he should not be brought to any media outlet anymore.

  • @allan3364
    @allan3364 4 года назад +5

    Step 1: short the marker. Step 2: go on TV and yell hell is coming. If only every trader can do this too

  • @moregel6597
    @moregel6597 Год назад

    Rubenstein looks like a young pupil full of curiosity~😄

  • @RichardYoung999
    @RichardYoung999 4 года назад

    Neat guy.

  • @DanforthBNB
    @DanforthBNB 4 года назад +1

    Jeff Bezos's estranged brother

  • @FreedomAtRisk
    @FreedomAtRisk 4 года назад +1

    Hey David, tell us more about how you had the Bush and Bin Laden family as investors and had them at your office for an investor meeting the morning of 911 after making substantial defense investments

  • @pumpinginspiration4198
    @pumpinginspiration4198 4 года назад

    The fed should think of some new strategies to fund new and small to medium size businesses which are the driving force that boost the real economic growth and create new jobs rather than solely feeding the fat inefficient corporate giants

  • @missunique65
    @missunique65 4 года назад

    volume dude!

  • @Derekjcb
    @Derekjcb 4 года назад

    50 + years old and almost no wrinkles

  • @CUMBICA1970
    @CUMBICA1970 4 года назад

    I'm still amused how he's still in the business after his spectacular defeat against Carl Icahn over HerbalLife. He lost something close to a billion dollar.

    • @x10mark24
      @x10mark24 4 года назад

      he did just make 2.2 billion back

    • @CUMBICA1970
      @CUMBICA1970 4 года назад

      @@x10mark24 That's why a I'm amused.

  • @johnwest3518
    @johnwest3518 4 года назад

    ruclips.net/video/krhZIoB9buI/видео.html GNC, ZOOM and NG

  • @intellectualdegen
    @intellectualdegen 4 года назад

    Greatest trade of all time? 🤔

  • @bob89
    @bob89 4 года назад

    he said emotional...funny

  • @dear_darling
    @dear_darling 4 года назад

    Rubenstein you need a better microphone

  • @INNO222
    @INNO222 Год назад

    Bill is always super sharp!

  • @jdengsky
    @jdengsky 4 года назад +2

    the way Rubenstein talk sound like he is joking all the time!

  • @paulhampel8084
    @paulhampel8084 2 года назад

    Gee Bill the Russell is not down 80%. But it's ok I'm sure "hell is coming", right?

  • @cookinthekitchen
    @cookinthekitchen Год назад

    and tennis player, next he might learn bocci

  • @fitnesspoint2006
    @fitnesspoint2006 Год назад

    One looke like the older version of the other
    One looke like the younger version of the other

  • @bekakavtarae7040
    @bekakavtarae7040 4 года назад +4

    He's 55, made 2.2B dollars and still lives with his parents. lol

  • @BillPark-ey6ih
    @BillPark-ey6ih 4 года назад

    13:14, 22:20, 23:11

  • @10percentforthebigdementedguy
    @10percentforthebigdementedguy 4 года назад

    Seems so freaking sheisty. But good for him. Embodies our system.

  • @hamankooo
    @hamankooo 2 года назад

    11:10

  • @K4n01
    @K4n01 4 года назад

    0:05 you forgot "professional a hole"