Dan Simkowitz, Co-president of Morgan Stanley, shares insights on the current capital markets, including M&A and IPO trends. David Koston, Goldman Sachs' chief U.S. equity strategist, discusses his market outlook and the resilience of the Mag-7 tech stocks despite recession odds rising significantly. Michael Arragetti, CEO of Ares Management, dives into alternative investing and the growing role of private credit in today's economy, revealing how these strategies are adapting to changing market dynamics.
