Markets At ‘Scary’ Levels: The One Sector That Has 'Deep Value' | Fr. Emmanuel Lemelson
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Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025.

*This video was recorded on December 6, 2024

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0:00 - Intro 0:45 - Labor market and economy 3:48 - Deep value 8:11 - Retail sector 13:15 - AI-rally risks “correction” 15:23 - How to analyze financial statements 21:08 - The “myth of diversification” 22:30 - Tech valuation metrics 26:35 - Dave Sacks as “AI and crypto Czar” 30:29 - Peter Navarro as trade advisor 32:16 - Tariffs and recession 34:30 - Faith and investing 36:05 - Common investing mistakes

#economy #investing #stocks