This episode covers the Trump administration's new AI initiative and White House meeting with tech executives, alongside Byron Deeter's insights on Anthropic's IPO prospectus warnings. Markets react to softer JOLTS job openings and weak consumer confidence, while MongoDB's interim CEO discusses the company's strategy after its former CEO's departure to Meta. Alaska Airlines' CEO details premium upgrades and jet fuel impacts, and a fixed income expert explains why high yields may be the new normal due to Fed policy and oil prices.
Listen ad-free on Castria