Ed Elson is joined by Paul Kedrosky to unpack Anthropic’s S-1, including the red flags in the filing and what investors might be overlooking. Then, Robert Armstrong returns to break down why he thinks winter is coming for the stock market and what could trigger a correction.
Paul Kedrosky is a Managing Partner at SK Ventures. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.
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