Markets will soon go back to being driven by AI investment, says Aperture's Peter Kraus

Aperture Investors chair and CEO Peter Kraus appeared on CNBC's Squawk Box to outline what investors should be watching, give his inflation outlook and discuss private credit opportunities. The interview offers high-level market perspective but contains no new data or policy moves and is unlikely to materially move markets.

Analysis

Aperture Investors chair and CEO Peter Kraus appeared on CNBC's Squawk Box to outline what investors should be watching, give his inflation outlook and discuss private credit opportunities. The interview offers high-level market perspective but contains no new data or policy moves and is unlikely to materially move markets.