# Great market expectations

Page: https://stenobird.com/podcast/investing-experts-5798955/great-market-expectations
Text version: https://stenobird.com/podcast/investing-experts-5798955/great-market-expectations.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-06-17T10:50:02+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:breaking_some_rules
Audio file: https://api.spreaker.com/download/episode/72560173/next_gen_ie_6_17_6_17_26_12_44_am.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/great-market-expectations
Duration seconds: 3616

## Resource

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) Show Notes: SpaceX: The Most Misunderstood IPO In Decades The Terrifying Truth Behind The SpaceX IPO The Fed Is Looking Through The May CPI Report Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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