Courage is contagious. Go spread it. Producer @SquawkStreet @SquawkAlley @CNBC. @sajahq Board Member x-@AJAM @FortuneMagazine @BloombergTVInd @Citi
Manhattan, New York
Joined June 2009
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#Oil markets -
Oil demand is being destroyed at the margin (#WTI doesn’t go past $80) – because of #EV sales ---
“commodity prices are determined at the margin” – “oil prices have a long way to fall”
@CathieDWood
youtube.com/watch?v=CvRq_o6w…
#Ruleof40 - but what matters more in it?
1 point of revenue growth is equal to 2 points of #FCF finds Robert Bartlett @GuggenheimPtnrs
This is based on public co valuations. So #founders #VCs when making that decision...sales growth>FCF
Great insights privatesharesfund.com/perspe…
"My attention to customer credit profile has gone up dramatically" @mlevchin tells @jonfortt
His Sunday nights used to involve wine & customer credit monitoring ...they're dry now.
Daily monitoring is what @Affirm CEO is doing to stay on top of this
youtube.com/watch?v=m25uj9WX…
This discouraged artist wanted to be a pediatric neurosurgeon but turned to computer science and got her masters in #AI instead?
Who am I?
@marissamayer :)
This & other fun facts via @jonfortt's long intvw with her: youtube.com/watch?v=1GH-DH_O…
Talent recognized.
So proud of this Indian movie made & produced by female filmmakers winning the #Oscar
Vikas & @sree thank you for bringing us together.
@guneetm 👏👏👏
#ElephantWhisperer (@netflix) – at Manhattan, NY
Congrats to @guneetm, producer of ELEPHANT WHISPERERS (@netflix) on her second #Oscar win!
Here’s she is (second from left), w/ pal @TheVikasKhanna and… @AditiSangal @shefalikulkarni @sameepa @sree @ghoshworld @GiteshPandya @Yoshita_Singh, at Vikas’s lovely Manhattan home.
Few recent events:
"Markets ride $1 trillion global liquidity wave" @ReutersJamie wrote Feb 14
See chart by @apolloglobal below
Meanwhile YTD:
SP500-3.5%
Russell2000-8%
#Bitcoin-42%
2-5mo horizon: are you bullish? Or Bearish?
#markets
reuters.com/markets/markets-…
#PBOC does largest cash injection into the system.
Hang Seng is UP more than 4% now.
This is unreal.
This was literally the point @Wedbush head of investment banking made w @jonfortt & @MorganLBrennan calling it the "great standoff" which might now be ending.
But the more interesting story may be playing out in the private credit market.
Banks vs. Direct lenders
@CNBCOvertime
