S&P 500: New Highs, Same Valuation Questions

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 24 January 2025

⏱️ 39 minutes

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Summary

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders. AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Valuations to the moon, AI to the stars.
0:07.6	This week's Motleyful Money Radio show starts now.
0:18.5	Everybody needs money.
0:20.8	That's why they call it money.
0:23.0	The best things in life are free,
0:26.2	but you can give them to the pros and bees.
0:29.6	I need money.
0:30.0	From Fool Global Headquarters, this is Motley Fool Money.
0:33.3	It's the Motley Fool Money Radio show.
0:34.9	I'm Dylan Lewis.
0:35.5	Joining me over the Airwaves, Motley Fool senior analyst, Jason Moserer and Asa Charma. Fools, great to have you both here.
0:41.5	Hey, hey. Good to be here.
0:44.2	We're checking in on the market start to 2025 this week. We're also going to be looking at three
0:48.4	stocks soaring after earnings and getting a sense of the next wave of early AI investments. But we are going to start out tackling where the market is at.
0:57.4	Jason, the S&P 500 hitting fresh all-time highs this week as the market processes the new year
1:02.3	and the new administration here in the United States.
1:05.0	Yes, and there are certainly some concerns there that the market is maybe a little overvalued or valuations
1:13.5	are getting a little frothy.
1:14.8	We saw over the week, Jamie Diamond, CEO at J.P. Morgan, he noted that asset prices are,
1:22.1	as he said, kind of inflated.
1:25.0	He noted they are in the top 10 or 15% of historical valuation, which is fair.
1:31.2	Now, you also have to kind of ask yourself, why is that the case? I thought it was interesting
	...

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