Summer is over. What does that mean for investors? In this episode, we discuss the markets entering 4Q, what investors are focused on and how they’re positioned. The IPO market is about to get a big test with three big tech IPOs. ARM, Instacart and Klaviyo are well established tech companies, all profitable and their key customers are buying the deal. If successful, it will be very positive for VC and tech. India is in the sweet spot, landing on the moon, courted by the US while buying Russian oil, deftly walking the tightrope of diplomacy. Does India need to choose a side? NYC to crack down on Airbnb. Will it help lower rents or just hurt property values?