Sebastien Page

Sebastien Page, Chief Investment Officer at T. Rowe Price and author of The Psychology of Leadership, dives deep into what makes a great leader. He discusses the paradox of stress, revealing why some levels can actually enhance performance. Unpacking the myth of the 'always calm' leader, he emphasizes the importance of self-awareness and interpersonal relationships. Sebastien warns against unchecked goals leading to burnout and encourages aligning personal values with ambitions to foster true success.

In this discussion, Sebastien Page, a renowned investment strategist at T. Rowe Price, shares insights on navigating uncertainty in today's markets. He emphasizes the importance of leadership and independent thinking in investment decisions. Scott Stringer, former NYC Comptroller, dives into the financial landscape of New York City, analyzing the upcoming mayoral race and its implications for urban governance. Together, they tackle the intricate balance of market dynamics, political leadership, and economic challenges shaping our future.

Sebastien Page, Chief Investment Officer at T. Rowe Price, shares insights on cautious investment strategies amidst market volatility. Adam Posen, head of the Peterson Institute, critiques current tariff policies and their role in economic dynamics. Nouriel Roubini, NYU Professor and CEO of Roubini Macro Associates, discusses China's AI advancements and their global market impacts. The trio explores how rising long-end rates and geopolitical tensions reshape investment landscapes and corporate culture while highlighting the transformative potential of AI on growth and productivity.

Nassim Taleb, a renowned thinker on risk and uncertainty, joins investment strategist Sebastien Page and Harvard coach Andrew Aurich for a deep dive into navigating financial markets. They discuss the limitations of traditional statistical models and their implications for investment strategies. Taleb critiques the reliability of normal distributions in predicting market behavior, while Page emphasizes the importance of understanding diverse statistical approaches. The conversation also humorously connects sports analytics with finance, showcasing insights from both fields.

Omar Aguilar, CEO and CIO at Charles Schwab Asset Management, and Sebastien Page, Head of Global Multi-Asset and CIO at T. Rowe Price, share their insights on navigating today's economic landscape. They discuss the contrasting bullish and bearish market narratives and evolving inflation concerns. Central bank policies and the impact of rising government debt are examined, along with strategies for portfolio diversification. Emphasizing the importance of staying disciplined, they explore the implications of interest rate changes and the balance between equities, bonds, and cash.