ABOUT THIS EPISODE
November 11, 2026; 12pm: Scott Wapner and the committee debate hot CPI, rising yields, NVIDIA’s selloff and leadership overhang, plus Anthropic’s IPO plans and what the AI trade means for Microsoft, Broadcom, Amazon and software stocks. The key takeaway: investors are separating AI winners from weaker links as macro pressure, governance risk and new competition reshape market leadership.
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OTHER EPISODES IN THIS PODCAST
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Investment Committee Disclosures
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