This week on Prof G Markets, Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in private equity — the best performing asset class of the past decade — and questions whether those returns are sustainable or cyclical.

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Timestamps:
00:00 - This week's number
00:37 - Today's episode
02:27 - Market Vitals/Headlines
21:48 - Reddit Reignites the IPO Market
32:13 - Microsoft’s AI All-Stars
44:52 - Private Equity Perks
56:31 - Week Ahead
56:41 - Prediction

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