EP83: Valuations Flashing Red into September
Update: 2025-09-01
Description
In this episode, Mark and Jonathan discuss the current state of the markets, focusing on the recent earnings season, stock performance, and the implications of AI on tech valuations. They also delve into the commodities market, particularly uranium, and share insights on market sentiment and future predictions. The conversation highlights key stock recommendations and the importance of understanding market dynamics.
Takeaways
- It's been a positive week overall in the markets.
- The Russell tends to outperform during periods of lower interest rates.
- Small caps have shown significant growth this earnings season.
- Nvidia continues to be a major player in the tech sector.
- Palantir's valuation is noteworthy in the current market.
- Pride can be a dangerous trait in trading.
- The 'rule of 40' is a critical metric for evaluating tech stocks.
- Market sentiment is influenced by various economic indicators.
- Chinese car manufacturers are becoming competitive in the global market.
- Gold and silver are showing signs of potential breakout.
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