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Shownotes
Next-gen investing experts Julia Ostian (seekingalpha.com/author/julia-ostian), Kenio Fontes (seekingalpha.com/author/kenio-fontes), and Jack Bowman (seekingalpha.com/author/jack-bowman) share their thoughts on today's market (). Kevin Warsh's 1st meeting; market's a little too hawkish () SpaceX IPO bewilderment () AI dominance () Meta: 2 bulls, 1 contrarian () How to properly value tech stocks () Private credit picks ()
Show Notes:
SpaceX: The Most Misunderstood IPO In Decades (seekingalpha.com/article/4914628-spacex-the-mo…)
The Terrifying Truth Behind The SpaceX IPO (seekingalpha.com/article/4907676-the-terrifyin…)
The Fed Is Looking Through The May CPI Report (seekingalpha.com/article/4913915-fed-is-lookin…)
Episode transcripts (seekingalpha.com/author/investing-experts-podc…)
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