Episode 285: Is the U.S. Market Truly Overvalued?

Join Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management on this week's episode of "Think Smart with TMFG" as they delve into the pressing question: Is the U.S. market overvalued? Drawing insights from Ben Carlson's blog, "Wealth of Common Sense," they explore the intricacies of market valuations and the factors driving current stock prices.

The discussion examines the price-to-earnings ratios of large, mid, and small-cap U.S. companies, revealing insights into whether the market is experiencing a bubble. Rob and Mike also consider the role of earnings, inflation, and the impact of AI on stock valuations. They analyze the potential overvaluation of major companies like Tesla and Nvidia, pondering if their growth is sustainable.

Finally, the episode evaluates investment strategies amidst the current market landscape, highlighting the value in small and mid-sized companies and the importance of maintaining a balanced portfolio. Tune in to gain a deeper understanding of market dynamics and the opportunities that lie ahead.