Markets Happy Hour Podcast - LIVE from San Francisco October 3, 2025

In this podcast we feature snippets from our live conversation in San Francisco where we were joined by guests from across the venture capital, programming and fund management spectrum. Over coffee and donuts we debated:

Whether we feel a disconnect between the economic backdrop and the current equity market strength?

Whether there is a bubble in AI?

What inflation feels like on the ground?

It was a lively discussion with a range of cross-generational insights around affordability, the job market and AI adoption. I hope you enjoy it.