About this episode

Next-gen investing experts discuss current market trends and insights.

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 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

People in this episode

Guests: Julia Ostian, Kenio Fontes, Jack Bowman

Topics covered

• market analysis
• SpaceX IPO
• AI dominance
• tech stock valuation
• private credit

Mentioned in this episode

Organizations: SpaceX, Meta, Seeking Alpha

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