How to navigate extreme valuations
About this episode
The episode discusses extreme stock market valuations and investment strategies with expert Ben Whitmore.
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 . Important information: This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website…
More episodes of On The Money
- Portfolio Dilemma: we tackle six investment problems
- The overlooked defensive sectors to size up
- Terry Smith’s overhaul: what’s behind it and what’s changed?
- Why this investment type shouldn’t be ignored
Explore listener stats, chart rankings, contacts and more on the On The Money podcast page.