Virtual Live with André Esteves | Guest: Bill Ackman - original audio in English

Bill Ackman is CEO and Portfolio Manager of Pershing Square Capital Management, L.P., chairman of the board of The Howard Hughes Corporation, a member of the Investors Advisory Committee on Financial Markets for the Federal Reserve Bank of New York, a member of the Board of Trustees at The Rockefeller University and a member of the Board of Dean’s Advisors of the Harvard Business School. In 2006, Mr. Ackman co-founded the Pershing Square Foundation. He previously was co-founder of Gotham Partners Management Co. and began his career in real estate investment banking at Ackman Brothers & Singer, Inc.

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- Nothing in this recording should be considered an offer or sale of securities.

Inscreva-se 👉 no canal e ative o 🔔 sininho de notificações para não perder nenhuma novidade. Quanto melhor é a informação, mais clareza para os seus investimentos.

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ACOMPANHE NOSSAS REDES:

#LiveComEsteves #AndréEsteves #BillAckman

[chinemerememmanuel]

Just discovered André and I hope to be like him patiently 👑

[mynameisdj]

2:21 CDS deal and covid19
6:43 going opposite direction
9:30~12:25 today's market environment
14:26 view on the dollar
17:40 no one share their policitical views (election)
21:03 US china tension
24:16 why market all time high instead of supply chain friction
25:58 ultra low interest rate environment
- do not buy long date fixed income asset.
30:12 zero interest rates pushes people's imagination too high? bubble?
30:50 Amazon changed the way to people thought about how to build the value of a company
33:31 Danger on the new normal ( big balance sheet )
- 10 years ago people worried about national debt of United States. Now no one worries about trillions.
- Think about United States as business
36:54 Key topics to choose a company
- business quality and durability
38:58 How about management?
40:29 limit on quant strategy
- I can't understand how they make money.
44:40 Big advantage of Bill's SPAC
51:22 Why don't you create Pershing Square as massive company?
- My mentor is Warren Buffet. I just want to follow his career.
53:40 Moment of reflection ( after losing 30% of assets in a 24 months period of time)

[mariadelrosariogomezjuncal]

Assisti com tradução, adorei a live, parabéns!!! Sou idosa e fico um pouco assustada com essas projeções, mas, a realidade é necessaria....obrigada por informação de qualidade

[wineattorneys]

Enjoyed the conversation. Thanks very much.

[flaubermonteiro]

Two billionaires, two success minds: thanks for sharing this information with us ;)

[carlosneto]

André Esteves me provou que não precisa saber falar inglês para ser bem sucedido. To the lefiti to the riguiti

[rameshhansaravendra]

Bill is a very interesting person.
Great interview.

[luisfelipecastro]

Ensina pro Bredda o que é hedge, Bill.

[TWWIW]

Bill is quite the passionate man both for business and his love life.

[geovanepaixao]

O bilionário precisa melhorar o inglês.