Turney Duff, author of "The Buy Side", hosts Market Hang the day before the midterms. Mike Rode, Chief Investment Strategist at FAS Wealth Partners, argues October was not the disaster it looked like, because below the surface almost nobody sold. The panel then spends eleven minutes trying to value Anthropic and concludes that traditional metrics do not reach. Kyla Scanlon, host of Vox’s "Best of Luck", explains where the word she coined came from. Conor Sen, founder of The Housing Frame, makes the case that housing is the hedge against the AI trade. Sarah Kunst, Managing Director at Cleo Capital, is unconvinced by most of it.
Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance.
Timestamps
0:00 October was the worst month. Nobody actually sold
3:09 One of the best months of the year for housing stocks
5:28 The Fed paused, and what the cost of capital does next
7:17 Trying to value Anthropic, and the man behind the curtain
13:46 The midterms, prediction markets and what is already priced
17:19 Housing as the hedge against the AI trade
19:20 Locked into a 3% mortgage and unable to move
22:48 Where the word vibecession came from
25:07 The boomer economy, and who is actually spending
28:21 Why the sentiment data and the economic data stopped agreeing
31:01 Anthropic again, and the end of the sugar daddy
36:05 New business applications are going up and to the right
41:07 Hiding in Apple, before tonight’s call
45:15 Elon into telecom, and what you can trust until it happens
48:44 Gen Z, the new night out, and the drinking decline
53:45 Halloween candy, and a sign-off
#StockMarket #Anthropic #Midterms #MarketHang #YahooFinance
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