Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 21)
UBS On-Air: Market Moves · Podcast owner
December 5, 202411m 55s
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Show Notes
On this episode of Viewpoints, Burkhard acknowledges the momentum across US equity markets, and weighs how a range of risk-factors could impact the longevity of the bull-run as we head into 2025. Burkhard also ponders the relationship between valuations and return expectations, plus shares thoughts on geopolitical developments within France and South Korea in recent days.