Lauren Taylor-Wolfe

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.