Comments
Transcript
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JEI am deeply concerned about the brainwashed european thinking. The Green Reset orchastered by elites like Gates or Schwab. Unbelievable where we are heading and how people get convinced.
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ESThe broad perspective Alvarez brings to the macro picture is extremely helpful in analyzing the economy. James' "long / short" questions were great. However, I wanted more depth. That line of questioning should not come at the end of the video. Overall a great job with two very smart folks.
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SMBill Gates is not our friend. We don't need more people like him... au contraire!
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JJI did not get anything out of this discussion
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RLTony puts a ‘face’ on the crisis in a unique way and rallies the CEO troops to lead the way ahead. Refreshing and very insightful. Would like more of this.
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GACompanies have done little beyond adding a label, marketing and talking about change.
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JSProbably one of the best non-macro interviews on real vision. One of the things I love about real vision is the deep dives from a top down basis. Inverting that process and really looking at the pieces from the bottom up helps as well.
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CDI agree with Tony as so far as "experience" is concerned. After starting as a grad with a Big 4" in Australia, then, MBA into Private Equity it became very obvious that there was no substitute for "hands-on" experience. Upon reflection, and as is my experience now, we're not interested in people whom don't have OpCo competencies. Truth be told and during my professional tenure clients would always criticise the size of our slide decks. We will always back "hand-on" over anything else. Great interview!
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bmIts amazing how many people see greed in other people.
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MBGood to see people rising up to the challenge of what is needed for such a business. Keep getting better!
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DSRemarkably interesting and difficult business. Having an experience personnel pool broad enough to handle so many types of problems is really difficult. Good luck. I think that you will have all the business you can handle over the next few years. DLS
Chapters
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Background of Alvarez & Marsal
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Role of Risk and NMC Health Case
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What Do Public Investors Misunderstand about Companies?
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Activist Investing
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Business Restructuring During COVID-19: The Importance of Cash
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Impact of COVID-19 on Real Estate, Retail, and Healthcare
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Thoughts on Social Unrest and Corporate Values
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Rapid Fire Questions: Long or Short?