In episode seven of 'Money Matters' on August 5th, the host discusses the current state of market valuations, macroeconomic events, and impacts on portfolio positioning. Key points include the disappointing Amazon earnings, slow employment growth, and the implications of changes within the Federal Reserve. The discussion also covers the performance and valuation of the S&P 500, particularly focusing on the 'Magnificent Seven' stocks. The comparison between US and European markets is highlighted, with the US market seen as more attractive despite higher valuations. Potential risks like tariffs and inflation are also explored. The host concludes with a recommendation for an equity-heavy portfolio, emphasizing the strength of US technology stocks while cautioning against potential stagflation risks.

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You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.