AI Exchanges: Will falling costs drive new opportunities?

AI Exchanges: Will falling costs drive new op...

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Fundamentals Still Matter: Lone Pine’s David Craver

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s long-term fundamental-based investing. This episode was recorded on January 28, 2026. The opinions and views ex ...  Show more

‘Affordability’: Consumer Concerns and Government Proposals

What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips, Chief US Political Economist, at Goldman Sachs Research discuss with Allison Nathan. Date of recording: Febr ...  Show more

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