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

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Walkner Condon Financial Advisors for U.S. Expats

73 episodes

3 days ago

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

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

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

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