Susan Berfield, a Senior Investigative Reporter at Bloomberg Businessweek, uncovers the ethical challenges in the global fertility market, where egg donation raises issues of consent and exploitation. Liz Centoni from Cisco discusses the intersection of AI and customer experience, highlighting the hurdles in AI integration for organizations. Erik Hirsch of Hamilton Lane shares insights on private markets, emphasizing AI's transformative potential in tech investments. Together, they explore how Broadcom's valuation boom reflects the burgeoning demand for AI technology.

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.

Mark Gurman, Bloomberg News Chief Technology Correspondent, dives into Peloton's surprising stock recovery and strategic shift from hardware to a subscription model. Katie Thomas of Kearney discusses the booming wellness industry, projected to grow from $3.4 trillion to $8.5 trillion by 2027. Max Chafkin touches on Elon Musk’s ventures, including Neuralink's innovative chip for paralyzed patients. Erik Hirsch emphasizes the evolving private market landscape amidst economic challenges, pointing out new investment opportunities driven by an aging population.