Podcast

Kroll experts Carla Nunes and James Harrington, spoke at the 2025 AICPA Forensic and Valuation Services Conference and recorded a FVS podcast to discuss how current macroeconomic trends are impacting valuations today and what to expect in 2026.

Following are the highlights of the discussion:

• 2:28 – Right now, the economy is facing multiple challenges, including a government shutdown, tariffs and daily market uncertainty. How do you adjust your analysis or strategy in times of economic uncertainty like these?
• 6:36 – How are recent tariffs and the enactment of the One Big Beautiful Bill Act (OBBBA) impacting businesses: positively, negatively or no impact at all?
• 15:31 – In the face of uncertainty, are businesses and the U.S. economy benefitting from AI investment? Is there an AI bubble?
• 19:32 - When analyzing the cost of capital, the risk-free rate forms the foundation of your calculations. How do you determine the appropriate risk-free rate for your valuation or investment analysis?
• 28:50 – What are the factors influencing the current Equity Risk Premium (ERP) recommendations and how do you select an ERP in your analysis?
• 33:35 – Which resources or publications would you recommend to the listeners for keeping up with the latest trends and insights?

Listen to the Podcast

• Apple: The FVS Valuation Podcast
• Spotify: The FVS Valuation Podcast