Keith Meister

Founder and CIO of Corvex Management, speaking as an investor/board member about activism, market structure, and opportunities in high-quality businesses amid the AI-driven market backdrop.

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Oct 21, 2025 • 46min

SOTS 2nd Hour: Coca-Cola CEO, & The State of Activist Investing w/Keith Meister, Lauren Taylor Wolfe 10/21/25

James Quincey, CEO of Coca-Cola, shares insights on quarterly results, highlighting consumer trends and the use of AI in marketing. He discusses challenges in key markets like India and China. Keith Meister, founder of Corvex Management, explores the state of activist investing, emphasizing the importance of collaboration over confrontation. Lauren Taylor-Wolfe of Impactive Capital offers her perspective on the AI bubble, noting similarities to the dot-com era and advocating for long-term value investments amid market volatility.

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