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Big Tech Reports… And Opportunities in Private Credit 1/29/25
Manage episode 463895113 series 1772318
Big Tech earnings are underway, with Microsoft, Meta, and Tesla all delivering results. The trades on these names, and how Nvidia is faring amid DeepSeek concerns, as well as latest chip restrictions from the White House. Plus Opportunities in Private Credit. How rising interest are impacting the space, and where our next guest is seeing the best returns.
1887 επεισόδια
Manage episode 463895113 series 1772318
Big Tech earnings are underway, with Microsoft, Meta, and Tesla all delivering results. The trades on these names, and how Nvidia is faring amid DeepSeek concerns, as well as latest chip restrictions from the White House. Plus Opportunities in Private Credit. How rising interest are impacting the space, and where our next guest is seeing the best returns.
1887 επεισόδια
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