"Investors are learning to reward disciplined capital allocation over growth at any cost." - 03:17
Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...
"There are several signs of what I would call excessive optimism or speculation or overconfidence in the U.S. market." - 01:39
Jay Hill, Managing Director...
"Even the most dominant companies can become prisoners of their own success." - 01:41
Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to...