Jeff Mortimer, CIO of Elyxium Wealth, remains bullish but says investors should diversify beyond the AI trade as questions grow around valuations, debt and returns on investment. He favors a mix of growth and value, U.S. over international equities and alternatives, while viewing oil and geopolitical risks as key market drivers. Mortimer also discusses generational wealth transfers and how AI is changing both financial advice and investment opportunities.
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