Earnings, Fed and Jobs Preview, plus an Interview with Drew Schardt of Hamilton Lane
Guy and Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish & recap of tech earnings last week
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Show Notes
Guy and Dan discuss Mike Wilson of Morgan Stanley seemingly turning less bearish (1:00), recap of tech earnings last week (3:30), this week’s Fed Meeting, and Chinese equities (9:20). The co-hosts go “Off The Tape” with Drew Schardt, Head of Global Investment Strategy at Hamilton Lane, and talk about the credit market (14:10), who a Hamilton Lane client is (21:00), private market valuations (25:30), the retail investor (32:00), opportunities in the market (38:50), his view on the macro environment (41:00).
Check out our show notes and transcript here
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