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4min chapter
TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
Do Not Fall Into the Trap of Looking at US Data
The US makes up 60% of the global stock market, but will it still be that way 20 years from now? There's a strong home bias in those countries too. Given the higher valuation than the US, we should all have a meaningful allocation in the US. The country right now with the highest potential for growth is India.
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