insights INSIGHT Market Valuations Are Unusually High ios_share
Stocks are broadly expensive across sectors, not just in AI or big tech.
High market valuations historically predict poor long-term returns even if timing is uncertain.
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volunteer_activism ADVICE Don’t Exit Markets; Diversify Instead ios_share
Take a measured, diversified approach rather than exiting markets entirely.
Keep some bond or cash buffers because timing a bubble's fade is very hard.
play_arrow Listen from 04:28 Save
insights INSIGHT Markets Are Repricing AI Excesses ios_share
AI euphoria appears to be cooling as markets punish overreach by some firms.
Examples like NVIDIA flattening and selling pressure on Oracle and Meta show selective re-pricing already happening.
play_arrow Listen from 06:16 Save
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Get the app Markets continue their sunny cruise, whistling along as the world is upended by nationalistic meddling in both corporations and other countries. Today on the show, Katie Martin and Rob Armstrong discuss the stunning resilience of the global economy. Also, they go short bank consolidation and short Grok nudifying people.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer .
You can email Robert Armstrong and Katie Martin at unhedged@ft.com .
Read a transcript of this episode on FT.com
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