The Mother of All Bubbles?
Guest Expert: Harry Mamaysky, Ph.D,
Professor Harry Mamaysky led an insightful discussion on whether the AI revolution had genuinely transformed markets or merely fueled speculation. He explained why a high CAPE ratio had not necessarily predicted lower future returns and why current market and macroeconomic conditions had not signaled an imminent correction. Despite high U.S. market valuations, he emphasized that global diversification had remained a prudent strategy.
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The Mother of All Bubbles? 03-12-2025
Comments
A few comments from listeners when they were asked what the learned from the webinar:
"Cape ratio is a good tool for assessing market valuations but it is not a good predictor of future returns
Need to watch the impact of tariffs on international equity as it is not always built into models"
- Jacqueline B/
So much great quantitative data and analysis, not available elsewhere. Thank you for sharing with us.
- Michael H.
Better understanding of current market conditions
- Jim C.
"CAPE is not very useful for a short term market prediction
International stocks would be more likely to outperform now"
- Stephen B.
"Cape ratio is a good tool for assessing market valuations but it is not a good predictor of future returns
Need to watch the impact of tariffs on international equity as it is not always built into models"
- Jacqueline B/
So much great quantitative data and analysis, not available elsewhere. Thank you for sharing with us.
- Michael H.
Better understanding of current market conditions
- Jim C.
"CAPE is not very useful for a short term market prediction
International stocks would be more likely to outperform now"
- Stephen B.
Attendees Comments:
"Cape ratio is a good tool for assessing market valuations but it is not a good predictor of future returns
Need to watch the impact of tariffs on international equity as it is not always built into models"
- Jacqueline B/
So much great quantitative data and analysis, not available elsewhere. Thank you for sharing with us.
- Michael H.
Better understanding of current market conditions
- Jim C.
"CAPE is not very useful for a short term market prediction
International stocks would be more likely to outperform now"
- Stephen B.