Market Insights and Investment Predictions

Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in private equity — the best performing asset class of the past decade — and questions whether those returns are sustainable or cyclical.

Listen to our interview with Mustafa Suleyman from September

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