Closing Bell
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.
43:31
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Quick takeaways
- Dan Niles emphasizes the value of investing in Meta and provides strategic advice on navigating market volatility.
- Erik Hirsch discusses the potential of private credit and tokenization in infrastructure investments amid the changing IPO landscape.
Deep dives
Global Hunger Crisis and Philanthropic Support
Nearly a billion people faced hunger last year, highlighting the urgent need for support to frontline organizations. In response, a new initiative was announced to match donations to the World Food Program (WFP) up to $250,000 until December 1st. This commitment underscores the importance of individual contributions in combating food insecurity. Supporting the WFP not only aids in immediate relief but also contributes to long-term solutions to global hunger challenges.
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