Michael Sansaterra
Chief Investment Officer at Sylvan Capital Management, providing market commentary and investment viewpoints on macro and mega-cap tech stocks.
Best podcasts with Michael Sansaterra
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Apr 30, 2026 • 44min
Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
Tim Seymour, founder and CIO who previews tech earnings; Emily Wilkins, Washington reporter with Capitol Hill and funding updates; Dom Chu, market color and mover roundup; Michael Sansaterra, CIO with macro and mega-cap tech views. They debate Apple’s AI challenge, capex and AI build-outs, Caterpillar’s PowerGen demand surge, and a Senate ban on prediction market betting.
