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Don’t Fall for the Headlines
Published 20 hours ago
Description
Q1 is in the books and the board meeting is next week. Nelson and Prath get into what the quarter actually looked like: net flows flat, no gates, new AUM high, while the private credit headlines said otherwise. They also cover Anthropic’s $900B raise, where OpenAI and Claude actually stand in the model wars, Prath’s rate prediction coming in, and what “sell in May” means when the Nasdaq refuses to cooperate.