Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital.
Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.
Timestamps
00:00 – Today’s Number
00:25 – Market Vitals
01:02 – Citrini Report & HALO (ft. Josh Brown)
13:38 – Break
14:06 – Blue Owl (ft. Robert Armstrong)
27:32 – Break
28:00 – Citrini
32:19 – Credits
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