Public evidence record
Published podcast speaker
Claim ledger
19 transcript-backed records
01 / belief
“I now need to go spend 30 days someplace where people just talk to me in Spanish. I think I have a chance.”
02 / observation
“We have to teach the state curriculum with state teachers. The only way we can do this is, we can teach it any way we want to teach it.”
03 / belief
“I think we’re in a rebuilding mode, certainly in most of this country, and certainly in Western Europe.”
04 / belief
“Again, I want to stick to that which I think I’m good at. As a country, as a matter, probably not.”
05 / belief
“I’m not sure it’s better. I think you have to look at the structure of our business.”
06 / observation
“To see what’s happening in Riyadh in Diriyah, which is their traditional neighborhood. It has 9 million people, on the way to 13 million people.”
07 / uncertainty
“The answer is, I don’t know that I would’ve chosen it, but there’s something about it that I just found incredibly appealing.”
08 / belief
“I worry less about the look and feel of the office. I think an office is an internal thing.”
09 / commitment
“” There are too many important decisions — to your point — that are taking place at levels that I will never see and I could never absorb.”
10 / evaluation
“I think globally about the shape of our business. We are today a $650 billion asset manager.”
11 / recommendation
“My own view — and this is what I’ve written at UPenn — is, trustees should first answer fundamental questions about policy and where they want the university to go in partnership with their academic peers, because the academy also has a series of rights and responsibilities.”
12 / recommendation
“On the other hand, in the banking system — banking system is very low-cost, and if the bank is willing to supply something, we should let the bank do it and not compete with them. So, our business plan in India is to be between equity and between bank because there’s virtually nothing that exists of size and scale.”
13 / prediction
“We will end up with a new set of products and a new set of markets that reflect differing market conditions and different regulatory conditions and different conditions of financial institutions.”
14 / commitment
“We bought old blocks of business, and we did it successfully and got to scale, and we acquired a large amount of low-cost business.”
15 / evaluation
“If you’re commuting into downtown Austin, you’re not so excited about that, but I think in places that are still growing, it is pretty dynamic.”
16 / preference
“I don’t know that I would say I’m interested in brutalist architecture, but I am interested in building things.”
17 / evaluation
“What matters is that we are able to earn a spread on our assets versus our liabilities, versus our cost of operations, such that we are profitable and, therefore, can attract new capital, retain the capital we have, and provide investors with a reason to invest with us for the long term.”
18 / evaluation
“” I don’t have to conclude that, but my belief of where the world is today is: public is safe and risky, and we’ve seen that.”
19 / evaluation
“To the extent 80 percent of credit is now provided by investors — forget about private credit for the moment — but by investors, there is a less direct but still incredibly important because the alternatives, as rates go up, credit becomes more attractive to investors versus equities.”