US tariffs or AI: which is the biggest risk for S&P 500?
In this episode, Kyle is joined by Julian Bishop, manager of Brunner Investment Trust, to discuss US tariffs, including whether stock markets have become complacent to the risk following a strong spell of performance over the past six months or so.
While US tariffs played a big part in significant stock market falls earlier this year, Bishop points out that artificial intelligence (AI) now poses the biggest risk to markets and expresses concerns over how tech-heavy the S&P 500 index has become.
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The skinny
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