Carol from fighter jets, computer chips, lasers, and the market for nitrous oxide cold brew. Joel what we decided to do was cover every single element on the periodic table because ultimately, these are all business stories. This is the story of business. Carol you took us places there were a lot of surprises for us and we think of the periodic table as old and it is such a bigger thing and it means a lot today. Joel it is the wrong way to think about it. If you associate it with High School Chemistry class and get anxiety, forget about it. We wanted to make this fun because things like helium, party city is Closing Stores because there is a helium shortage and yet there are entrepreneurs who are trying to solve that problem, for lithium and you think about Battery Technology and what electric vehicles will be possible, for hydrogen for that matter. Everyone of these things we take for granted like a computer chip and how many elements are required to actually make this. They are hidde
Are slowing down. Slowing down. Growth is slowing everywhere. Slowing Global Growth. The fed is not cutting fast enough to keep up with the falling growth outlook. They are actually behind the curve. Likely to be behind the curve. The market is crying out for more. We are looking at extraordinary times in bond markets. Jonathan joining me from london is james athey. Of aberdeen standard investments. In new york, greg staples, priya misra of td securities. Priya, what a month it has been. The 10year treasury, people forget, 2 feels like a lifetime ago. It was the end of july, where we started the month, and we are down near 1. 50. Priya i think it means it is a monster month for the entire rally, but what is also interesting, the curve steepening. We have had the 530 curve steepen out since the middle of last year. That also flipped in august. This was a bull flattening rally. This is the month where Investor Confidence in the trump put and the fed put were shaken. We realized that sort
David i dont consider myself a journalist. And nobody else would consider myself a journalist. I began to take on the life of being an interviewer, even though i have a day job running a private equity firm. How do you define leadership . What is it that makes somebody tick . So you have been doing Value Investing for 36 years. What is a Value Investor . John a Value Investor is someone who is looking for bargains, trying to find stocks selling at a 40 discount what we think their private market value is. We want to make sure it has a low p e ratio, a strong balance sheet, and has the ability to really withstand the inevitable storms that happen in the stock market. David now, Warren Buffett coming is he a Value Investor . John he is the greatest Value Investor of all time. Some people talk about whether Michael Jordan is better than lebron james. There is no question when it comes to investing that warren is the best ever. David ok, but Value Investing, as i understand it, is easier d
Runup to the brexit deadline. That is important, because of any mps oppose the brexit strategy, they will have little time to block it. David thank you so much for reporting from london. That is emma chandra. Now we go to washington and Wendy Benjaminson. Today is the deadline for the third democratic debate . Wendy today is the deadline for the september 12 and mainly and may be september 13 debate in houston, texas. Today the dnc announced they will not tell us who made the debate stage until tomorrow. This morning paul gives is a pretty good this mornings pool give us a pretty good luck and it looks like only 10 candidates have qualified. David if you didnt qualify, are you out of it . I talked to john delaney and he said he is not going to make it but he will stay in the race. Wendy that is a decision every candidate has to make. If you have the money and you think you can convince people there is another debate in october. I think there is a growing perception that if you do not m
I began to take on the life of being an interviewer even though i have a day job running a private equity firm. How do you define leadership . What is it that makes somebody tick . So you have been doing Value Investing for 36 years. What is a Value Investor . John somebody looking for bargains. We are trying to find stocks selling at a 40 discount what we think their private market value is. We want to make sure it has a low p e ratio, a strong Balance Sheet and has the ability to really withstand the inevitable storms that happen in the stock market. David is Warren Buffett a Value Investor . John he is the greatest Value Investor of all time. Some people talk about whether Michael Jordan is better than lebron james. There is no question when it comes to investing warren is the best ever. David Value Investing is easier done when the markets are down. When the markets are high, there are not as many bargains. What have you been doing the last 10 years because the markets have been hi