In this live episode of Tower Talk we start by discussing the current state of US and Canadian markets. Markets have been doing well, but those returns have been concentrated in a small number of large companies driven by the ongoing "AI Revolution".

We compare the economic trends in both countries to see if we can expect markets to continue to climb this wall of worry.

Then Mark outlines why there's a bubble in the Private Equity market and how it may burst in the next few years, you heard it here first!

This was a live episode and we answered some listener questions regarding the AI revolution, the fallout from the private equity bubble and whether there is a sovereign debt crisis coming.
#assetmanagement #marketupdate #airevolution #privateequity #sovereigndebt

If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

info@towerasset.ca

(00:00:55 )Market Update - Overview of market performance, indices, and indicators in the US and Canada.

(00:08:37 ) Private Equity Impact - Insight into the potential of a bubble in private equity and when it might correct.

(00:16:53 ) AI Industry - Discussion of the AI industry and its potential impact on the market, comparing it to the dotcom bubble.

(00:22:06 ) Effect of Private Equity on Public Markets - Exploration of the potential effects of private equity on public markets and retail investors.

(00:26:33 ) Public Debt and Market Reality - Concerns about the impact of increasing public debt and the return to reality in the market.