Private Assets Meet Public Markets

In this episode of Motley Fool Money, Tyler Crowe, Jon Quast, and Matt Frankel discuss recent bank earnings, highlighting strong performances from Wells Fargo, Morgan Stanley, and Bank of America, driven by robust IPO and M&A activity. They also address Jamie Dimon's concerns about private credit and potential market weaknesses. The conversation shifts to the increasing accessibility of private assets in retirement accounts, weighing the benefits of expanded investment options against the risks of high fees and investor inexperience. Finally, each contributor shares a stock on their radar: Jon highlights TripAdvisor (TRIP) and the potential value of its Viator brand, Matt discusses Empire State Realty Trust (ESRT) and the New York City office market, and Tyler examines SLM Corp (SLM), focusing on its student loan portfolio and high net interest spreads.