CNBC did its again at Delivering Alpha, putting Carl Icahn (Trades, Portfolio) and Larry Fink on the same stage at the same time together. These two titans of finance have been going at its the last year about various topics but mainly Activist Investing. Both men gave their views on the various topics at the conference. They both went back and forth over everything from the high yield market to activists' effect on the economy. Icahn laid out his case that the economy looks just like 2007; Mr. Fink didn't agree with him and laid out his case that Icahn is wrong about the economic. Both men gave their opinions of what higher interest rates will do to the economy and if the Fed will raise rates this year. Mr. Icahn called Blackrock dangerous because of the ETFs and the high yield markets. Both men are very informed and have far different views of the economy. Every investor should watch their back and forth because there is so much to learn from these titans of finance.
Icahn vs Fink
Part One
Part Two
Part Three
Part Four
Part Five
Part Six
Part Seven
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