Eric Mandel
Senior Managing Director at Guggenheim focused on tech and AI who analyzes software valuations, M&A trends, and the evolving AI-software partnership landscape.
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Mar 26, 2026 • 44min
Oil shocks, IPO frenzy, and AI reshaping markets 3/26/26
Eric Mandel, Senior Managing Director at Guggenheim who covers tech and AI, joins to analyze software valuations and M&A trends. He discusses oil-driven market volatility and geopolitical risks. He highlights IPO hype and retail FOMO. He breaks down how AI is reshaping software-company pricing and the coming AI-software partnerships.
