Bloomberg Daybreak: Asia Edition Stocks Extend Decline; South Korea Prime Minister Kim Min-seok
Sep 25, 2025
Rebecca Walser, President of Walser Wealth Management and investment strategist, discusses market valuation concerns and investment opportunities in AI and blockchain. She warns about the energy demands of these technologies and suggests nuclear investments. Meanwhile, South Korean Prime Minister Kim Min-seok delves into Korea-US relations, highlighting the impact of visa issues on investment projects and the ongoing need to balance relations with China and Japan. He also addresses prospects for a potential summit with Trump at APEC.
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Media Panic Cost Some Investors
- Rebecca Walser says many investors panicked in April and missed major tech gains by following sensational financial media.
- She suggests a growing backlash against mainstream financial coverage as investors seek alternative sources.
Blockchain Monetization Is Emerging
- Walser highlights early real monetization from blockchain in areas like home equity lending and stablecoin frameworks.
- She expects stablecoins and tokenized currency systems to scale under new regulatory rules.
Nuclear Power Is Key For AI Growth
- Walser argues that increased AI and data-center demand makes nuclear power crucial to meet future electricity needs.
- She believes nuclear-capable companies are attractive investments as grids face capacity shortfalls.