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Peter Kraus shares his outlook for U.S. equities and discusses inflation and AI investment risks in Family Wealth Report's coverage of the Circulus Family Office Summit.

Peter Kraus, Chairman and CEO at Aperture Investors, is featured in Family Wealth Report's coverage of the recent Circulus Family Office Summit in New York, where he discussed his outlook for equities and the risks surrounding AI investment.

Peter remains positive on U.S. equities as a source of growth, while identifying persistent global inflation and the associated market volatility as central concerns. He sees further room for U.S. economic growth despite higher interest rates.

On AI, Peter addresses comparisons with the dot-com bubble, pointing to the revenue already being generated by companies such as Anthropic as an important distinction from early internet businesses. He also acknowledges the potential for overvaluation among major AI companies and cautions that overextended balance sheets at large technology businesses could have broader market repercussions.

"At some point, there will be some accidents," he said.

Read the full article on Family Wealth Report.

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