

Closing Bell Overtime: Dan Niles On Tech Positioning, Meta Bull Case; Hamilton Lane Co-CEO On IPO Window 10/7/24
Oct 7, 2024
Dan Niles, founder of Niles Investment Management, shares his insights on tech valuations and explains why he favors Meta. Erik Hirsch, co-CEO of Hamilton Lane, discusses his bullish cases for infrastructure in private credit and tokenization, highlighting the evolution of investment strategies. Joe Mazzola from Charles Schwab reveals current trading trends, including what their clients are buying and selling right now. The conversation delves into the dynamic state of the market with implications for future investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Dynamics and Legal Challenges
02:16 • 10min
Pfizer's Stock Surge and Market Insights
11:46 • 8min
China's Stock Market and Energy Trends
20:13 • 4min
NVIDIA's Outlook and Market Strategies
23:44 • 5min
Navigating the IPO Landscape and Hurricane Impacts
28:32 • 13min
Market Analysis: Investor Sentiment Amidst Unease
41:12 • 6min