Not Best Time to Jump Into Stocks: iCapital's Amoroso

The video discusses the dynamics of private markets, highlighting their performance compared to public markets. It addresses the challenges of price discovery amid economic uncertainties, such as the debt ceiling and banking turmoil. The discussion also covers the impact of these uncertainties on market volatility and investment strategies, emphasizing the role of tech stocks as a safe haven. The video concludes with recommendations for investors to navigate these uncertain times, including the potential benefits of private credit and tech investments.

What factors have contributed to the increased interest in private markets?

How did the performance of a classic 6040 portfolio compare to a portfolio including private equity, private credit, and private real estate last year?

What challenges are currently affecting price discovery in both public and private markets?

What are the implications of the debt ceiling concerns on market participants?

How does the current market volatility compare to the volatility observed during the 2011 debt ceiling crisis?

What strategies do investors have to navigate the current economic uncertainty?

In what ways are big tech companies perceived as a safe investment during economic uncertainty?