← Tony Pasquariello
Episodes featuring Tony Pasquariello
5 episodes, newest first.
- Oct 27, 2026
Anthropic’s filing tests the durability of the AI tradeThe Compound and FriendsOct 27, 2026 - Oct 26, 2026
Anthropic IPO tests whether AI spending can deliver durable growthHalftime ReportOct 26, 2026 - Oct 19, 2026Investors debate whether the AI spending cycle is peakingHalftime ReportOct 19, 2026
- Oct 13, 2026AI leadership tests the market’s underlying strengthHalftime ReportOct 13, 2026
- Oct 5, 2026Rising yields test Nasdaq’s concentrated rallyHalftime ReportOct 5, 2026