AI Trade Cooldown; Andreessen Horowtiz’s Katherine Boyle on Private Markets; Lessons from Gig Earnings 11/7/25

AI Trade Cooldown; Andreessen Horowtiz’s Katherine Boyle on Private Markets; Lessons from Gig Earnings 11/7/25

  • Por
  • Episodio
      1991
  • Publicado
      7 nov 2025
  • Editorial
0 Calificaciones
0
Episodio
1991 of 1998
Duración
44min
Idioma
Inglés
Formato
Categoría
Economía y negocios

Are markets starting to rotate out of tech? Jim Paulsen of Paulsen Perspectives weighs in as investors reassess the rally. On Capitol Hill, Emily Wilkins tracks the latest on the government shutdown. Mark Mahaney of Evercore ISI breaks down gig economy earnings and investor takeaways. Dana Telsey dives into retail and consumer trends. Plus, Kathy Boyle of Andreessen Horowitz joins to discuss the cooling AI trade and OpenAI’s leadership drama. Also featuring travel disruptions with Phil LeBeau and a look at next week’s catalysts with Adam Crisafulli of Vital Knowledge.

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