Goldman Sachs President John Waldron discusses the record M&A market, the historic SpaceX IPO, and the strong US economy. He sees healthy equity valuations supported by strong earnings growth, and expects a wave of IPOs. He also addresses AI token costs, the labor market impact, and Europe's need for more risk capital.

Matt Wachsum from Bloomberg Intelligence discusses the SpaceX IPO, noting over $100 billion of retail demand and prediction markets pointing to 30-35% upside. He highlights the importance of the next Starship launch and potential merger with Tesla.

Konstantin Vite from PIMCO discusses the ECB's rate hike, expecting one or two more hikes but noting the backdrop is different from 2022. He sees the growth outlook as too optimistic and focuses on quality credit and periphery bonds. He finds fixed income attractive relative to equities.

Czech Central Bank Governor Ales Michl says a June rate hike is a real possibility as core inflation remains elevated. He discusses the bank's Bitcoin test portfolio, seeing only two outcomes: very high value or zero. He also outlines the shift to increase equity and gold reserves.

Alex Zhavoronkov, CEO of Insilico Medicine, discusses how AI speeds up drug discovery by 4x, reducing preclinical time to 12-18 months. The company targets aging at its core and aims to repurpose drugs for longevity. He believes breakthroughs in extending lifespan by 10+ years are possible within 10-15 years.