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Shownotes
Coatue founder and portfolio manager Philippe Laffont shares his perspective on AI, the investing mistakes he’s made, and much more in an extended interview. Once a ‘Tiger Cub,’ Laffont now has $90 billion under management and is looking for his next bet in space and tech. Plus, a tech selloff has rocked global markets (cnbc.com/2026/06/23/tech-stocks-sell-off-mag7-…), the Senate has advanced a housing bill (cnbc.com/2026/06/22/affordable-housing-bill-pr…) that limits private equity purchases of single family housing, and Rep. Ro Khanna (D-CA) has challenged Elon Musk (cnbc.com/2026/06/22/ro-khanna-challenges-elon-…) to a debate.
Philippe Laffont
In this episode:
Joe Kernen, @JoeSquawk (x.com/JoeSquawk)
Becky Quick, @BeckyQuick (x.com/BeckyQuick)
Katie Kramer, @Kramer_Katie (x.com/Kramer_Katie)
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