Are US Stocks Overvalued? Tariffs, AI & Market Risk Debate

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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

267 episodes

5 days ago

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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Are US Stocks Overvalued? Tariffs, AI & Market Risk Debate

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

33 minutes 16 seconds

3 months ago

Are US Stocks Overvalued? Tariffs, AI & Market Risk Debate

In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics:

📈 U.S. stock market valuations

💰 Tariffs as hidden taxes

🧠 The future of artificial intelligence (AI) in investing

Watch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recession risks, and fiscal policy. Hosted by Clint Walkner, this point-counterpoint format brings insight on navigating market volatility and uncovering opportunities in uncertain times.

🔍 Key topics include:

Are U.S. stocks overvalued?

How tariffs are impacting the economy

Treasury bonds and dollar strength

AI's potential to reshape markets and investing strategies

🕒 Timestamps:

00:00 Introduction

00:30 Investment Committee Dynamics

01:49 Stock Market Valuations

04:23 Economic Impact of Tariffs

12:58 Treasury Bonds & Dollar Outlook

22:33 AI and Future Market Predictions

31:41 Final Thoughts

💬 Don’t forget to like, comment, and subscribe for more on economic trends, investment strategy, and financial market insights.

⁠ @walknercondon ⁠ ⁠ @usexpatinvesting ⁠ #StockMarket #Tariffs #ArtificialIntelligence #InvestingDebate #USEconomy #MarketOutlook #FinancialPlanning #RecessionRisk #TreasuryYields #aiinvesting