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Delivering Alpha Video Highlights

  • Gundlach: We're long India stock market Wednesday, 15 Jul 2015 | 12:37 PM ET
    Gundlach: We're long India stock market

    We're going to be long there for years, says DoubleLine Capital's Jeffrey Gundlach, revealing his play on India. Also Gundlach shares his thoughts on opportunities in Japan.

  • Gundlach: Don't see liquidity problem in bonds Wednesday, 15 Jul 2015 | 12:38 PM ET
    Gundlach: Don't see liquidity problem in bonds

    DoubleLine Capital's Jeffrey Gundlach, weighing in on liquidity worries in the bond market.

  • Fed will not raise rates this year: Gundlach Wednesday, 15 Jul 2015 | 12:17 PM ET
    Fed will not raise rates this year: Gundlach

    Jeff Gundlach, DoubleLine Capital CEO, reacts to statements made by Federal Reserve Chair Janet Yellen. I don't see how Fed can tighten this year, says Gundlach.

  • Gundlach: Apple's cheap but we're out of it Wednesday, 15 Jul 2015 | 12:35 PM ET
    Gundlach: Apple's cheap but we're out of it

    DoubleLine Capital's Jeffrey Gundlach, says Apple's big size troubles him and he wonders how the company is going to compound its growth.

  • Gundlach: I bought Annaly a couple weeks ago Wednesday, 15 Jul 2015 | 12:34 PM ET
    Gundlach: I bought Annaly a couple weeks ago

    DoubleLine Capital's Jeffrey Gundlach, says Annaly is really cheap despite book value concerns.

  • Ackman: Freddie & Fannie Wednesday, 15 Jul 2015 | 8:45 AM ET
    Ackman: Freddie & Fannie

    Bill Ackman, Pershing Square founder & CEO, and Nelson Peltz, Trian Fund Management CEO,

  • Gundlach: I'm a value guy at heart Wednesday, 15 Jul 2015 | 12:32 PM ET
    Gundlach: I'm a value guy at heart

    Bond king Jeffrey Gundlach of DoubleLine Capital, shares his thoughts on where he is finding value, including taking his short position off against Delta Air Lines.

  • Peltz: Don't want another DuPont proxy fight Wednesday, 15 Jul 2015 | 8:45 AM ET
    Peltz: Don't want another DuPont proxy fight

    Nelson Peltz, Trian Fund Management CEO, discusses his proxy fight with DuPont's board and why it was a loss for shareholders.

  • Have a feeling there will be a crisis here...:Gundlach Wednesday, 15 Jul 2015 | 12:26 PM ET
    Have a feeling there will be a crisis here...:Gundlach

    Jeff Gundlach, DoubleLine Capital CEO, reacts to uncertainty in Puerto Rico

  • China far too volatile to invest in: Gundlach Wednesday, 15 Jul 2015 | 12:24 PM ET
    China far too volatile to invest in: Gundlach

    Jeff Gundlach, DoubleLine Capital CEO, reacts to statements made by Federal Reserve Chair Janet Yellen and weighs in on how the Greece crisis is affecting markets.

  • Meister's best idea: American Realty Capital Properties Wednesday, 15 Jul 2015 | 11:43 AM ET
    Meister's best idea: American Realty Capital

    CNBC's Dominic Chu reports highlights from Keith Meister, CEO of Corvex, and his outlook on American Realty Capital Properties at CNBC's 2015 Delivering Alpha conference in New York.

  • Gundlach: Economy can't corroborate Fed rate hike hopes Wednesday, 15 Jul 2015 | 12:00 PM ET
    Gundlach: Economy can't corroborate Fed rate hike hopes

    Speaking at CNBC's Delivering Alpha conference, Doubleline Capital founder Jeff Gundlach sees a Federal Reserve that wants to raise interest rates this year but can't.

  • Economy looks better because real GDP falling with inflation: Gundlach

    CNBC's Kate Kelly reports highlights from Jeffrey Gundlach, Doubleline Capital CEO, and his statements on the Fed and rate hikes at CNBC's 2015 Delivering Alpha conference in New York.

  • Esther Dyson: Uber's business model 'brillant', but... Wednesday, 15 Jul 2015 | 7:41 AM ET
    Uber's business model 'brillant' -  but... : Esther Dyson

    Esther Dyson, EDventure Holdings chairman, shares her thoughts on volatility and market valuations among startups and hones in on Uber. Also Dyson weighs in on the "sharing economy."

  • Peltz: Honeywell CEO Wednesday, 15 Jul 2015 | 8:45 AM ET
    Peltz: Honeywell CEO

    Bill Ackman, Pershing Square founder & CEO, and Nelson Peltz, Trian Fund Management CEO,

  • McDonald's culture needs changing: Peltz Wednesday, 15 Jul 2015 | 9:04 AM ET
    McDonad's culture needs changing: Peltz

    CNBC's Jim Cramer; Bill Ackman, Pershing Square founder & CEO, and Nelson Peltz, Trian Fund Management CEO, discuss what they would do to change McDonald's culture.

  • Nelson's biggest mistake with DuPont... waited too long: Ackman

    CNBC's Jim Cramer; Bill Ackman, Pershing Square founder & CEO, and Nelson Peltz, Trian Fund Management CEO, discuss Peltz's fight with DuPont's board, and provide their take on technology stocks.

  • Activist principles at play: Ackman Wednesday, 15 Jul 2015 | 8:49 AM ET
    Activist principles at play: Ackman

    CNBC's Jim Cramer; Bill Ackman, Pershing Square founder & CEO, and Nelson Peltz, Trian Fund Management CEO, discuss activist investors, and where they are finding value.

  • Peltz: I don't want another proxy fight Wednesday, 15 Jul 2015 | 8:43 AM ET
    Peltz: I don't want another proxy fight

    CNBC's Jim Cramer welcomes activist investors Nelson Peltz and Bill Ackman to CNBC's 2015 Delivering Alpha conference in New York, where they discuss investment strategies. Peltz weighs in on DuPont.

  • CalSTRS CIO: Small allocation in hedge funds Wednesday, 15 Jul 2015 | 8:18 AM ET
    CalSTRS CIO: Small allocation in hedge funds

    Christopher Ailman, CalSTRS CIO, shares his thoughts on investing in hedge funds and where he is seeing investment opportunities. I won't bet on Europe right now, says Ailman.

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