This is an edited version of a live discussion with Damien Klassen, Head of Investments at Walk The World Funds and Nucleus Wealth. Markets are rising, thanks mainly to AI related stocks, while expectations of rate cuts are being pushed out. More broadly, are returns able to justify current valuations, and which sectors are the most interesting ahead.
Original stream with chat here: https://youtube.com/live/lqYE35qTatw
Go to the Walk The World Universe at https://walktheworld.com.au/
