Global Value Investing and Market Perspectives

Exploring the approach of global value investing, highlighting overseas opportunities, valuation differences between U.S. and international markets, risks of high margins in the U.S., and the impact of inflation and fiscal deficit on market normalization. The chapter also analyzes investment opportunities in US companies like Berkshire Hathaway and Howden, discussing their unique strategies and long-term potential.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.