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cover of episode Coatue’s Philippe Laffont: The Year of the Privates 6/25/25

Coatue’s Philippe Laffont: The Year of the Privates 6/25/25

2025/6/25
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People
A
Andy Jassy
B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
J
Joe Kernan
K
Katie Kramer
M
Michelle Caruso-Cabrera
P
Philippe Laffont
P
President Trump
纽
纽约时报
Topics
Michelle Caruso-Cabrera: 作为一名注册民主党人和中间派，我一直试图阻止纽约的左倾趋势，但收效甚微。这次选举结果表明民主党内部存在严重分歧，以及纽约政治格局可能发生的重大转变。我担心社会主义者当选市长会对纽约的商业环境和社会稳定产生负面影响，特别是考虑到他们对以色列的立场和对商业界的态度。尽管如此，选举结果尚未最终确定，现任市长和其他候选人仍有机会参与竞争。 Joe Kernan: 我对社会主义者赢得初选表示担忧，特别是考虑到他们过去的言论和立场。我担心他们的政策可能会对纽约市的经济和社会结构造成破坏，并可能引发社会冲突。我质疑这种政治方向是否符合纽约市的整体利益。 Becky Quick: 虽然我不是纽约市民，但我对这次选举结果以及它所反映的政治趋势感到关注。我担心民主党内部的分歧可能会削弱其在全国范围内的影响力，并可能导致更多选民转向其他政治派别。我希望纽约市民能够认真权衡各种选择，并选出最能代表他们利益的领导人。

Deep Dive

Chapters
Analysis of the NYC Democratic mayoral primary results, where Zohran Mamdani, an avowed socialist, won. Discussion covers the implications for the general election and the reactions from various political figures and the business community.
  • Zohran Mamdani, a socialist, won the NYC Democratic mayoral primary.
  • The outcome is significant because the winner of the Democratic primary usually wins the general election in NYC.
  • Reactions from the business community range from concern to attempts to strategize around the result.

Shownotes Transcript

An early backer of Facebook and Netflix, Philippe Laffont is known as the founder of famed hedge fund Coatue. In an exclusive and rare interview, Laffont explains his investment strategy through the entire life cycle of companies. He shares his optimism for technological innovation and his belief that AI-prompted changes in business will eventually yield a new era of entrepreneurship and profits. Plus, President Trump is at the NATO summit), CNBC contributor and former Democrat politician Michelle Caruso-Cabrera discusses Zohran Mamdani’s victory in the NYC mayoral primary), and Alex Rodriguez is now part owner of the Minnesota Timberwolves) in a deal long in the making. 

 

Michelle Caruso-Cabrera – 6:24

Philippe Laffont - 20:04

 

In this episode:

Michelle Caruso-Cabrera, @MCaruso_Cabrera)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)