How to navigate extreme valuations
Notas del episodio
A respected academic metric popularised by well-known economist Robert Shiller points to valuations for the US stock market being higher only once, during the dot.com boom and bust. Joining Kyle to explain what history suggests will potentially happen next is Ben Whitmore, manager of the TM Brickwood Global Value and TM Brickwood UK Value funds. Whitmore also provides his views on whether the AI theme has become overheated, explains how he approaches finding businesses on a discount while seeking to avoid value traps, and names some US and UK shares he’s viewing as opportunities.
Kyle Caldwell is Funds and Investment Education Editor at interactive investor.
On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.
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