Great Market Expectations

2026-06-17 07:00:00 ET

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Next-gen investing experts Julia Ostian , Kenio Fontes , and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)

Transcript

Rena Sherbill: Welcome back, everybody, to Investing Experts. Thrilled to welcome back our next gen panel. We have Julia Ostian , Kenio Fontes , and Jack Bowman joining us once again to talk everything markets, really anything that they want to talk about, that they're thinking about, that they're digesting, marinating over. Welcome back, everyone.

Instead of all three of you saying hello at once, let's start with a brief reintroduction of yourselves. Kenio let's start with you. If you could just generally introduce yourself, what you talk about, what you think about, what you write about.

Kenio Fontes: Perfect. So hi guys, thanks for having me here again. I'm happy to chat with you again. for those who don't know me, my name is Kenio Fontes and I mainly cover tech and retail companies and I was born and raised in Brazil. I think that pretty much explains me....

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