PodcastFuturum Equities PodcastOctober 16, 2026
CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60
Hosts react to a sharp selloff: Anthropic valuation questions, CoreWeave bond yields near 14.5%, hot CPI/PPI driven by energy, TSMC and ASML earnings, memory outlook, and portfolio positioning.
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