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Big Tech Reports… And Opportunities in Private Credit 1/29/25
Manage episode 463907771 series 3331718
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.
1822 episoade
Manage episode 463907771 series 3331718
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.
1822 episoade
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