Is This Peak Goldilocks? + A Conversation with Drew McKnight of Fortress Investment Group

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Dan Nathan, Guy Adami and Liz Young discuss the state of the consumer through clothing and apparel brands (5:00), Boeing CEO stepping down at end of 2024 (12:00), sector divergence (18:00), rates & dollar/yen (21:00), semiconductors (25:00), small caps (27:45), Goldman calls for commodities rally (31:30), investing in banks (34:00), Cintas & economic data this week (37:00).

Later, Dan & Guy are joined by Kaitlin Malin, COO of iConnections, to interview Drew McKnight co-CEO of Fortress to discuss private credit (46:30), areas of opportunity (48:00), the bond market (50:00), regional banks impact on private credit (51:00), the banking sector (54:30), credit cycles (57:00), rates (1:04:00), Fortress enters multi-manager space with PineBridge platform (1:05:00), the challenges of private credit vs working in public markets (1:08:00)

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