Send us a text Stephen Shih joins Personable for a wide ranging conversation on consulting, academia, AI, leadership development, ethics, and preparing the next generation of executives for an increasingly complex world. Stephen is the Associate Dean at the Hong Kong University of Science and Technology, a former Bain partner, and former Executive Vice President of Learning and Development. He has lived and worked across Hong Kong, Beijing, and Shanghai, advising senior executives, building l...
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Send us a text Stephen Shih joins Personable for a wide ranging conversation on consulting, academia, AI, leadership development, ethics, and preparing the next generation of executives for an increasingly complex world. Stephen is the Associate Dean at the Hong Kong University of Science and Technology, a former Bain partner, and former Executive Vice President of Learning and Development. He has lived and worked across Hong Kong, Beijing, and Shanghai, advising senior executives, building l...
AI Market Bubble?! Commodities & Banks Surging! Europe & Asia Outperform! Huge Mayoshi Son US Bet!
Personable
55 minutes
1 month ago
AI Market Bubble?! Commodities & Banks Surging! Europe & Asia Outperform! Huge Mayoshi Son US Bet!
Stephen Roberts, Founder of Orgueil Capital (an investment vehicle with its North Star to quintuple capital) and former Partner at Horseman Capital, returns to Personable Markets for one of his most information packed conversations yet. From dissecting the disconnect between AI headlines and real market performance to uncovering where the true returns have been hiding this year, Stephen brings decades of global macro experience to help investors separate noise from opportunity. In this episo...
Personable
Send us a text Stephen Shih joins Personable for a wide ranging conversation on consulting, academia, AI, leadership development, ethics, and preparing the next generation of executives for an increasingly complex world. Stephen is the Associate Dean at the Hong Kong University of Science and Technology, a former Bain partner, and former Executive Vice President of Learning and Development. He has lived and worked across Hong Kong, Beijing, and Shanghai, advising senior executives, building l...
