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5min chapter
The Case for Europe
Trillions
Market Cycles and Investment Strategies
This chapter delves into the cyclical nature of market performance, examining the contrasting trends of growth and value stocks, with a focus on historical outperformance in Europe. It also explores international investment opportunities and challenges in various regions, including Asia, Latin America, and Africa, while emphasizing the unique valuation discounts in European markets.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode