Has the Market Gone Too Far? AI, Valuations, and What's Next
Update: 2025-10-27
Description
The stock market just keeps climbing — but have we gone too far? In this episode, we dig into whether today’s valuations are signaling opportunity or the makings of another bubble, especially in the world of AI.
We’ll also explore why paying close attention to the CEO behind the company might be one of the most overlooked (and most important) factors in long-term investing.
Finally, we break down the three tailwinds currently fueling the market:
1. Falling interest rates
2. Potential tax cuts becoming permanent
3. A wave of deregulation
It’s a conversation that blends discipline, optimism, and realism — giving you clarity in a market that’s anything but simple.
Here's to wise investing,
The Iron Gate Global Team
We’ll also explore why paying close attention to the CEO behind the company might be one of the most overlooked (and most important) factors in long-term investing.
Finally, we break down the three tailwinds currently fueling the market:
1. Falling interest rates
2. Potential tax cuts becoming permanent
3. A wave of deregulation
It’s a conversation that blends discipline, optimism, and realism — giving you clarity in a market that’s anything but simple.
Here's to wise investing,
The Iron Gate Global Team
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