Bubble or Boom? Decoding the AI-fuelled market frenzy
The global market rally, largely fuelled by Artificial Intelligence (AI), is showing classic signs of exuberance and over-valuation. Can this momentum in offshore markets like the US truly be sustained, or is a major correction on the horizon?Â
For Kenyan investors, this is not just a foreign story — it affects an estimated Sh50 billion in local funds held in offshore securities. Jubilee Asset Management Portfolio Manager Dorcas Mwangi breaks down the critical stages of a market bubble, identifies the red flags investors must watch for, and advises on how to protect your portfolio before the panic begins.
Make Money, a podcast series, hosted by Kepha Muiruri, from Business Daily Africa unravels ways to be financially savvy. Get practical tips and advice on how to increase your income, build wealth, and achieve financial freedom in Kenya. Whether you’re just starting out or a seasoned investor, we’ve got something for everyone.
Listen here:
Season 5
Inside the Sh600bn money markets fund growth - Episode 1Â
Why more Kenyans are taking their money offshore - Episode 2
The low-interest playbook: Where to invest your money now - Episode 3
The bonds ladder: How to get a monthly pay cheque - Episode 4
The hidden cost of investing: How to stop fees from eating your returns - Episode 5
The financial supermarket: Can your bank do it all? - Episode 6
NSE rally: Is it too late to invest? - Episode 7
Stocks 101: Your guide to opening a CDS account and making your first trade - Episode 8Â
Can AI replace your financial advisor? - Episode 9
Season 4
Episode 1:Â The allure of infrastructure bonds
Episode 2:Â Maximising the dividend earning season
Episode 3:Â Minting generational wealth
Episode 4:Â Is the MMF party over?
Episode 5:Â Is your money safe in Saccos?
Episode 6:Â Insurance: Investment or Illusion?
Episode 7:Â Why Kenyans are going into business
Episode 8: Willy Kimani’s leap: Business insights from corporate to entrepreneurship
Season 3
Episode 1:Â Government bonds: Risk-free or low risk?
Episode 2:Â MMFs: Who really needs a fund manager?
Episode 3:Â How to protect your investments as interest rates fall
Episode 4:Â Is the stock market still a way make to money?
Episode 5:Â Does it still make sense to buy dollars?
Episode 6:Â How time directly impacts your investments
Episode 7:Â Hacking home ownership
Episode 8:Â Money matters: To bank or not to bank?
Episode 9:Â Trading 101: Separating wheat from chaff
Episode 10:Â What music can teach us about money
Season 2
Episode 1:Â Redefining your money goals
Episode 2: Making money work for you
Episode 3:Â Where to make money in 2024
Episode 4:Â Make your side hustles worthwhile
Episode 5:Â Loan and Behold: The art and science of borrowing
Episode 6:Â Career driven - Triumph at your job
Episode 7:Â Â Better Together - The Power of Group Investing
Episode 8:Â Make your networks shape your net worth
Episode 9:Â Buy now, Pay later - The A to Z of consumer credit
Episode 10: What would you do if you had Sh500,000?
Season 1
Episode 1: Financial fitness – walk before you can run
Episode 2:Â Myths about investingÂ
Episode 3: Baby steps…Little is more
Episode 4:Â A cheque from government
Episode 5:Â NSE - Taking stock of the market
Episode 6: Going offshore – cast your bread in many waters
Episode 7: Kenya’s black gold
Episode 8: Investor’s edge - Saccos
Episode 9: How wife’s wake-up call led Ken to make more money