In this podcast, John Gray, the COO of Blackstone, shares insights into the firm's investment strategies and achievements. He discusses how Blackstone aims to deliver exceptional returns across various asset classes, driven by an entrepreneurial culture nurtured by Steve Schwarzman. Gray emphasizes the need to identify high-quality businesses in emerging markets with strong brand presence and recurring revenue, highlighting Hilton Hotels as a standout example of a successful, capital-efficient business model. This conversation provides a fascinating glimpse into Blackstone’s investment philosophy and decision-making process, which skillfully combines data analysis with intuitive judgment.
