Matt Sallee

Executive Vice President and Head of Investments at Tortoise Capital, appearing to discuss AI-driven capital expenditures, energy/infrastructure investment strategy, and views on Bitcoin miners.

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Nov 18, 2025 • 16min

US Equities Retreat, Bitcoin Drops, Pinkfong's IPO

Matt Sallee, Executive Vice President at Tortoise Capital, and Kelvin Tay, Regional CIO for UBS Global Wealth Management in Asia, share insights on the current market landscape. Sallee delves into AI-driven capital expenditures and the appeal of Bitcoin miners amidst its recent decline. Tay discusses the impact of geopolitical tensions on Asia-Pacific markets and warns about potential currency interventions. Additionally, they highlight the surprising surge of Pinkfong's IPO, capturing investor interest beyond the 'Baby Shark' phenomenon.

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