Tesla’s New Product Launch, RBC Capital Markets’ Gerard Cassidy, Nike CEO Elliott Hill, Renaissance Macro’s deGraaf Market Assessment

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Trump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26

Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors e ...  Show more

 . 42min 44sec
Early Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26

Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, ...  Show more

 . 42min 36sec

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