Emily Wilkins

Dan Greenhouse, founder of Solus Alternative Asset Management, shares his insights on AI-related investing, emphasizing the importance of focusing on fundamentals over noise from political events. Emily Wilkins, a CNBC reporter, provides live updates on a crucial government funding vote, discussing its implications for federal employees and economic data. They also tackle the risks of an AI investment bubble and the impact of recent trends in private credit, creating a lively discussion around what truly matters for investors today.