What Value Investing with Sven Carlin, Ph.D. said in this video:
- SPYbearishlong-termThe host argues stocks are the second most expensive in history behind the DotCom bubble, which was followed by a 50% S&P 500 decline, making buying now very risky.Source
- AI Capexnegative for stockslong-termThe host believes AI will work as a technology, but return on invested capital is a huge question mark, so risking everything on an AI bet is unwise.Source
- Valuationpositive for stockslong-termThe host advocates value investing as the way to go for the next 20 years, noting many overlooked opportunities remain.Source