Joan Solotar, head of Blackstone’s Private Wealth Solutions Group, joins Market Domination Overtime to discuss the best AI plays and the valuation of stocks in the private market.

"The hyperscalers are investing an awful lot of capital. I think it's something like $1 trillion. So the demand for scale data centers with connectivity to energy and with the proper equipment, it's just enormous. And you need billions of dollars to build these things. There's just not enough capital and not enough, today, connectivity to energy," Solotar explains. Thus, she believes investing in data centers and energy are good plays for investors as the AI race continues.

She adds, "I think this is not dissimilar to how we thought about e-commerce more than 10 years ago. This is a very long-term secular trend with a lot of tailwinds."

When it comes to valuations in the private market, Solotar explains that they are more stable as "they're not subject to the daily whims of the market." In addition, they trade at a net asset value, rather than high premiums or discounts as the market swings, making it an attractive investment option.

For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime.

This post was written by Melanie Riehl