US shows same risk signs that made China uninvestable and AI bubble inflates – Sean Peche at BNIC#2

At BNIC#2 in Hermanus, one of the top-performing global fund managers, Sean Peche from Ranmore Fund Management, delivered a sobering analysis of markets, warning that the same factors that once made China “uninvestable” are now surfacing in the United States, from excessive executive compensation to government intervention and broken trust with allies. He cautioned that AI is in a bubble, tech balance sheets are weakening, and market fear could trigger sudden shocks. Yet, Peche stressed that disciplined value investing, finding “diamonds in the dust”, remains the best way to navigate crises and deliver long-term returns.

This BizNews production is brought to you by Brenthurst Wealth. Building wealth and protecting legacies since 2004. Invest Better with Brenthurst: https://www.bwm.co.za/.

Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.

Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here.

If you prefer WhatsApp for updates, sign up to the BizNews channel here.

Watch here

Listen here