Special Guest Bill Ackman on Markets, AI and Concentrated Investing
About this episode
Bill Ackman discusses markets, AI, and his concentrated investment approach in this special episode.
In this special episode of Switch Your Money On, Anna Macdonald and Matt Britzman are joined by Bill Ackman, founder and CEO of Pershing Square Capital Management. Bill shares his views on markets, politics and tariffs, the opportunities and risks around AI, and why he favours a highly concentrated investment approach. The conversation also explores Pershing Square’s strategy, Microsoft and Alphabet, activism versus long term ownership, and the thinking behind the Howard Hughes and Vantage investment model. The views expressed are those of the trust manager and are not a recommendation to buy, sell, or hold any investment. The views do not necessarily reflect those of Hargreaves Lansdown. Nothing in this podcast is personal advice. You should seek advice if you are unsure what is right for you. Investments can rise and fall in value, so you could get back less than you invest. Past performance is not a guide to the future. This content is not a recommendation to buy, sell, or hold any investments or companies discussed. The Pershing Square Investment Trust can use derivatives and gearing, which increases the potential risk. The strategy is concentrated (not diversified), which…
People in this episode
Hosts: Anna Macdonald, Matt Britzman
Guest: Bill Ackman
Topics covered
- markets
- AI
- investing strategy
- politics
- tariffs
- activism
- long term ownership
Keywords
- Bill Ackman
- Pershing Square
- AI
- investing
- Microsoft
- Alphabet
- activism
- investment strategy
Mentioned in this episode
Organizations: Pershing Square Capital Management, Microsoft, Alphabet, Hargreaves Lansdown
Books & works: Howard Hughes, Vantage
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