Closing Bell Closing Bell: 11/17/25
Nov 17, 2025
Mackenzie Sigalos, a crypto reporter, dives into the latest Bitcoin price movements, covering ETF flows and sell-offs that are shaking the market. Leslie Picker, a Wall Street expert, sheds light on the recent merges in private credit funds like Blue Owl and how investors are responding to these shifts. The discussion also explores whether increasing private credit issues could signal systemic risks. Tune in for insights on navigating today’s volatile financial landscape!
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Episode notes
Buy Alts With A 12‑Month Horizon
- Consider viewing current weakness in alts as a potential long-term buying opportunity.
- Avoid buying for short-term rebound; prefer 12-month time horizons for entry.
Scale Of AI CapEx And Private Credit Growth
- Data center and private credit growth have exploded from a small base to trillions in AUM and CapEx.
- This scale invites scrutiny but doesn't automatically imply systemic failure without a shock event.
Use NVIDIA Guidance To Gauge AI Durability
- Look for NVIDIA to provide clarity on its order pipeline and multi‑year backlog when it reports.
- Use that guidance to gauge whether AI spending is sustainable or overheated.