Galaxy Asset Management’s Joe Armao and Brooke Kilgallen unpack the themes shaping markets today, from the momentum unwind to the potential Anthropic IPO.
Speakers:
Joe Armao, Senior Portfolio Manager of the Galaxy Fintech Fund
Brooke Kilgallen, Head of Capital Formation, Galaxy Asset Management
Watch our discussion on how the momentum unwind exposed hidden risks in market-neutral strategies, how we’re navigating the increasingly polarized AI landscape of winners and losers across financial services and technology, and what a potential Anthropic IPO could mean for markets more broadly. Joe and Brooke also cover how AI is accelerating blockchain, agentic commerce, and tokenization, and why market structure growth may be an under-appreciated secular trend in fintech.
The conversation touches on the most topical investor questions, debates playing out across the hedge fund community, and what the team is seeing from the trading desks.