"We see inflation moving firmly into the rearview mirror," Kathleen McCarthy, Blackstone's Global Co-Head of Real Estate, said at #DeliveringAlpha on Thursday. cnb.cx/3LH7g1n

Is there an AI bubble? Altimeter’s Brad Gerstner says no but some assets are overinflated including possibly OpenAI recent valuations. More from the #DeliveringAlpha Scott Wapner interview here: cnbc.com/2023/09/28/del…

Altimeter's Brad Gerstner at #DeliveringAlpha: Google has been a "monopoly, a tax collector" on everything on the internet for 20 years. "They are the verb that collects the tax ... So, what is the verb in the age of AI? Do you Bard? Or do you ChatGPT?" cnb.cx/3LH7g1n

Taking some Fed for Thought at #DeliveringAlpha with BlackRock’s Rick Reider and Rebecca Patterson with Steve Liesman. Follow all the coverage here: cnbc.com/2023/09/28/del…

"It seems to me more likely than not that the Fed will continue with quantitative tightening even while it's easing," said the Council for Economic Education's Rebecca Patterson at #DeliveringAlpha. cnb.cx/3LH7g1n

Great to see ⁦Michael Santoli⁩ and other market pros ⁦Delivering Alpha⁩ while hearing from renowned investors ⁦#fairleadstrategies

Altimeter's Brad Gerstner on AI: "AI is going to be bigger than the internet, bigger than mobile, and bigger than cloud software." Delivering Alpha cnbc.com/2023/09/28/bra…

Thank you to CNBC for selecting CEE as the charity of choice for this year's Delivering Alpha Conference! We are grateful for your continued support! #DeliveringAlpha

"80 to 90% of the critical minerals that are refined around the world are refined by China ... Copper, gallium, cobalt. China is in control of many of those critical minerals," said Lazard President Raymond McGuire at #DeliveringAlpha. cnb.cx/3LH7g1n

.Brad Gerstner talks with DJ Sixsmith about speaking at Delivering Alpha, advice to his younger self and why he first invested in AI back in 2005. #DeliveringAlpha Follow here for live updates: cnbc.com/amp/2023/09/28…

"My sense is [the #Fed] should be done," says Rick Rieder Scott Wapner Delivering Alpha

"Bitcoin is the greatest distraction from the greatest disruption that is coming to financial services," said Franklin Templeton President and CEO Jenny Johnson at #DeliveringAlpha. Here's what she says that disruption is. cnb.cx/3LH7g1n

"The cost of the debt service in the country is going to be significant for the next few years," says Rick Rieder Scott Wapner Delivering Alpha

LIVE: Billionaire investor Bill Ackman at CNBC's Delivering Alpha Summit youtube.com/watch?v=TrDI3Q…

"I'm very bullish on Ukraine post-war," said Pershing Square CEO Bill Ackman at #DeliveringAlpha, when asked about his recent meeting with Ukrainian President Volodymyr Zelenskyy.

"My view is, or kind of the house view is, inflation is going to be persistently higher," said Pershing Square CEO Bill Ackman at #DeliveringAlpha. cnb.cx/3LH7g1n

"The technicals in equities are pretty amazing relative to the bond market...and I think next year you can still get an 8-10% return in equities," says Rick Rieder. "I think you really need...big #tech to continue to do well..." Scott Wapner Delivering Alpha

"[Alphabet] will be a dominant player in AI for a very, very long time, we would expect," Pershing Square CEO Bill Ackman said at #DeliveringAlpha. cnb.cx/3LH7g1n

"The Fed's in no mood" to cut rates "anytime soon," says Rick Rieder. "I think they're going to do it in the second half of [next] year." Scott Wapner Delivering Alpha

"I did not like the way [Carl Icahn] managed a couple of situations I had business-wise and so, you know, for Carl to be the subject of a short attack, I do think there was a circle of life kind of quality to it," said Pershing Square CEO Bill Ackman at #DeliveringAlpha.