In a recent interview on Bloomberg’s The Close, Founder and Executive Chairman Jon Hirtle breaks down today’s market landscape—where record highs meet real uncertainty.

From the powerful earnings tailwinds driven by AI to concerns around elevated equity market valuations, Jon emphasizes the importance of a disciplined approach: don’t try to predict markets, but participate and prepare.

Talking about recent concerns over private credit liquidity, he highlights a critical truth investors often overlook: the structural advantages of private markets come with a tradeoff—illiquidity is not a flaw, it’s the feature that drives return potential.

In a world full of noise, Jon’s perspective is clear: stay diversified, stay prepared and focus on long-term outcomes.

Click to watch the full interview.