Single Best Idea with Tom Keene: David Rubenstein & Starbucks

David Rubenstein, a renowned financier and philanthropist, teams up with investment expert Jody Lurie for an insightful discussion. They delve into how CEO actions shape stock performance, spotlighting Starbucks and Chipotle as striking examples. The conversation shifts to the resilience of private equity in fluctuating markets, highlighting the potential reduction in interest rates. Plus, they dissect the competitive dynamics in sports, using the Orioles and Yankees rivalry to illustrate broader business strategies.