Great market expectations

Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)

Show Notes:
SpaceX: The Most Misunderstood IPO In Decades
The Terrifying Truth Behind The SpaceX IPO
The Fed Is Looking Through The May CPI Report

Episode transcripts

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