Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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What Gets You Excited About the Next Decade? (2:49)
Beyond the growth expected via breakthrough technologies, the low prices produced by uncertainty should excite every rational investor
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Separating Hype from Opportunity – Investment Implications of AI (4:44)
How we're thinking through transformational growth opportunities, along with the risk of the over-hyped companies and soon-to-be obsoleted business models
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Why should equity investors be optimistic about the next decade?
The folly of short term forecasts, and putting current stock market valuations into perspective
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