

David Giroux: ‘I Want to Look Forward, Not Backward’
Oct 3, 2023
David Giroux, Head of investment strategy and chief investment officer for T. Rowe Price Investment Management, discusses market inefficiencies, advice for younger self, Mobileye's valuation and future of vehicle technology, Revity's strategic direction and stock price concerns, and reflections on the rise and fall of star managers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Market Inefficiencies and Advice for Younger Self
01:35 • 22min
Analysis of Previous Involvement with Mobileye and Future of Vehicle Technology
23:47 • 4min
Revity's Strategic Direction and Stock Price Concerns
28:02 • 20min
Reflections on the Rise and Fall of Star Managers
48:19 • 4min
Outro and Closing Remarks
52:42 • 2min