Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in private equity — the best performing asset class of the past decade — and questions whether those returns are sustainable or cyclical.Listen to our interview with Mustafa Suleyman from SeptemberSubscribe to No Mercy / No MaliceFollow the podcast across socials @profgpod:

Instagram

Threads

X

Reddit

Learn more about your ad choices. Visit podcastchoices.com/adchoices