Pepperstone Group's Weston on Global Markets

The video discusses market valuations, particularly in tech and growth sectors, highlighting the stretched valuations and rich positioning. It examines the AI market's lackluster reaction to strong earnings and the potential signs of market fatigue. The video also covers breaking news about Qantas' CEO succession amidst regulatory challenges. Finally, it explores US dollar positioning and hedging strategies in the current market environment.

What are the implications of the recent changes in Qantas' leadership?

What are the potential risks mentioned regarding the market's future performance?

How does the speaker describe the current positioning of the US dollar?