Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says

In this video, Mark and Dan discuss the current state of global markets and investment opportunities amidst economic uncertainties, particularly focusing on emerging markets, valuations, and the implications of AI-driven investments. Mark shares insights on how political rhetoric regarding tariffs may inflate fears but also create potential for lucrative investments in undervalued foreign markets like China. They express concerns about high valuations in the U.S., especially among AI-related stocks, while recommending strategies to navigate potential volatility.