Episode Details
Back to Episodes11AM Hour: Coatue's Philippe Laffont, Former NEC Director Gary Cohn & Inflation at a 3-Year High 6/10/26
Published 3 weeks ago
Description
Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflation data. Plus, we bring you comments from Palantir CEO Alex Karp on the biggest names in AI and Baupost CEO Seth Klarman on the current market environment.
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