Market Rotation Tremors S04:E05
Pirates of Finance
00:00
How Much Is Your Home Country Bias Weighted Right?
All of our fortune 100 are global conglomerates doing business in 80 to 120 countries right and so do you go through their entire balance sheet to see where all those influence. Are coming from? And so it's really hard to figure all that out when you say oh you're heavy weight US stock indices are US stocks or how many foreign exporters do I have in there. Depending on what kind of is it an industrial European or Asian heavy it's impossible to really know that stuffI mean you would have to really really dig, as we talk about frequently and here nobody really does do diligence.
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