The latest Portfolio Checklist episode is now available and covers two main topics: stock market moves after the US midterm elections and the expected November IPO of AI company Anthropic.
Guests and topics discussed
In the first segment, Nagy Viktor, Portfolio's lead equity analyst, reviewed how US markets reacted following the midterm elections. The discussion looked at short-term price swings as well as how investor sentiment and political events are influencing markets.
The second segment focused on Anthropic’s anticipated listing, which is expected to take place in November. Participants described the IPO as one of the biggest market tests for the AI sector. The central question was whether investors will price the offering as evidence of a durable technological breakthrough or as part of an overheated AI narrative.
Czachesz Gábor, head of Multi-Asset and Quantitative Investment Strategies at VIG Alapkezelő, was also interviewed on the topic.
Where to listen and episode structure
The podcast is available on Spotify, Apple Podcasts, other major podcast platforms, and via the embedded player in the article. Episode timestamps:
- Intro – (00:00)
- Markets – (01:35)
- Anthropic IPO – (13:34)
Cover image is illustrative. Image source: Getty Images.
Related event: Deep Tech 2026
Portfolio’s first deep tech conference, "Deep Tech 2026: Research, industry, capital — where will the major business opportunities of the next decade be born?", takes place on November 18. Registration and additional details are provided by the organizers.
Legal note
This article and the podcast content do not constitute investment advice or a recommendation to invest.
Tags: stock market, artificial intelligence, equities, tech, ai, investment, checklistpodcast, USA, Anthropic, midterm elections 2026
