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.

Joe Mazzola discusses investing strategies and market outlook. Jackie Bowie talks about recession in Europe and resiliency in the US. Callie Cox discusses markets and investing. Odeta Kushi dives into the housing market and economic outlook. Other topics include commodities, metals, crypto, AI automation, and challenges of remote work.