'Opportunity knocks': KKR's Henry McVey on the mid-year outlook for 2024

Hency McVey, KKR CIO of balance sheet, joins 'Squawk Box' with the latest market trends, outlook for the second half of 2024, where investors can find opportunities, and more.

[@mbanderson83]

Shedding subsidiaries sounds a lot like more layoffs to me.

[@ichoudhury007]

All the mega tech companies were busy building highly efficient Data centers at a very fast paced but they were not fast enough. They are now looking at leasing/renting to keep up in correlation to their AI Ambitions, this is were companies and REITs that specializes on Datacenter will benefit greatly.

[@GM4ThePeople]

"Henry McVey" is an anagram for "Nervy Chyme". o/

[@vasanthchandrasekaran3218]

he got h1 prediction wrong