Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
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Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
In this special "Money & Meaning Perspectives" episode, host Jeff Bernier shares key insights from recent readings and market trends to help listeners make informed financial decisions. He explores the concept of financial bubbles, including lessons from historical market cycles and current concerns surrounding the concentration of a few major stocks. Jeff also discusses recent breakthroughs in artificial intelligence with the rise of DeepSeek and its potential impact on industries, alongside the importance of international diversification in investment strategies. Tune in for a concise yet insightful update on market trends and strategic investing.
Topics covered:
The concept of financial bubbles and historical market cycles
Lessons from the 1920s auto industry and the 1999 dot-com boom
Insights from Howard Marks on market valuation concerns
The rise of DeepSeek AI and its disruptive impact on the tech sector
Comparisons between the current AI boom and past technological revolutions
The importance of international diversification in investment portfolios
U.S. market dominance and historical parallels with Japan’s market rise
Valuation considerations when investing in different global markets
The role of diversification in managing investment risk
Useful Links:
Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
TandemGrowth Financial Advisors: https://www.tandemgrowth.com/
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
