Sebastien Page

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 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.

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.

Sebastien Page, Chief Investment Officer at T. Rowe Price and author of The Psychology of Leadership, shares transformative insights after a near-fatal infection. He challenges conventional goal-setting, revealing how it often leads to 'goal-induced blindness.' Page highlights that true happiness stems from meaningful relationships rather than financial success. Drawing from research, he emphasizes the complex link between money and well-being, advocating for a shift in focus from ambition to fulfillment. His journey underscores the importance of balance in life and relationships for lasting joy.

Join Sebastien Page, an author and the Chief Investment Officer at T. Rowe Price, for an engaging discussion on finance and leadership psychology. He shares insights on teaching kids about money and the power of compound interest. Sebastien reveals how understanding and optimizing stress can enhance performance. Delve into the fascinating link between personality traits like grit and long-term success over mere intelligence, plus lessons from sports psychology that apply to high-stakes decision-making. Discover how embracing stress can lead to meaningful work and growth.

Financial expert, Sebastien Page, and technology analyst, Gene Munster, discuss NVIDIA's financial performance, management temperament, and growth potential. They delve into asset study approaches, financial planning simplicity, and Nvidia's market standing prospects. Gene Munster highlights the importance of ongoing chip purchases for revenue persistency in the tech industry.

Guests Ed Hyman, Sebastien Page, and Michael Nathanson discuss risks of Fed rates, inflation hedges, and Disney-Comcast battle. Topics include economic uncertainty, Apple's market challenges, investment strategies in volatile markets, immersive theme parks, and Disney analysis.

Mike Mayo predicts Goldman Sachs shares would go down if CEO David Solomon were fired. Sebastien Page warns of a potential selloff in stocks. Elsa Lignos states the FX market is in a tight range. Henrietta Treyz discusses the likelihood of President Trump participating in the next GOP debate.