Gerard O'Reilly
The Architect
Structured and legacy-driven; builds the systems and institutions that last.
Gerard O'Reilly is The Architect because he designs the system before he seeks the answer. Drawing on mathematics, physics, engineering, and finance, he frames problems by building structural scaffolding first, then reasoning within it.
“Interesting, just how do you ever get there? Because war is an irrational act, so what are the things that have to happen in order to get there? Because it's much more rational to cooperate and to trade than it is to go to war. Everybody will be better off in the former and worse off in the latter.”
“Always intimidating when you start off working with somebody who's very, very talented and you're getting to know them for the first time. But it's a privilege and it's great fun because those folks have worked incredibly hard to hone their craft, hone their skills.”
“Those value stocks, in particular in the US, when you look at the price to earnings or price to book ratios of value stocks for versus growth, those ratios and those differences had grown dramatically large.”
“Both here in the US of corporates and of other bonds around the world issued in different currencies. And so we can look at lots of different high interest rate, low interest rate environments, transitions between those when the interest rates gone up or gone down.”
Masters in Business: “Gerard O’Reilly on Academic Research and Stocks”
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