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16:50LONG
“I can make a pretty strong argument that public companies will actually benefit from the tariff regime. And, you know, again, I'm going to assume that the…”
@Invest Like the Best
Tariffs benefit large public companies; the ticker-tape economy can ride the regime up.
SP500LONG@ $6,369.06
$7,359.18+15.55%
since call Aug 5
peak +19.9%
“there are some private credit firms that are spectacular. I mean, superior... Firms like Ares or let's say Golub are stellar at what they do and they have…”
@Invest Like the Best
Best-in-class private credit firms keep winning on first-look deal flow and credit culture.
ARESLONG@ $189.93
$125.77-33.78%
since call Aug 5
TIMESTAMPS
16:50
92:51