The global market rally, largely fuelled by Artificial Intelligence (AI), is showing classic signs of exuberance and overvaluation. Can this momentum in offshore markets like the US truly be sustained, or is a major correction on the horizon?

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. 

Host: Kepha Muiruri
Guest: Dorcas Mwangi