0:00-1:00:16
Streams straight from the publisher. PodNod never proxies or re-hosts episode audio.
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
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
Julia Ostian
seekingalpha.comKenio Fontes
seekingalpha.comJack Bowman
seekingalpha.comSpaceX: The Most Misunderstood IPO In Decades
seekingalpha.comThe Terrifying Truth Behind The SpaceX IPO
seekingalpha.comThe Fed Is Looking Through The May CPI Report
seekingalpha.comEpisode transcripts
seekingalpha.comseekingalpha.com/subscriptions
seekingalpha.com