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.
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Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick and Bloomberg News International Economics & Policy Correspondent Michael McKee preview the release of the April consumer-price index on Wednesday that is poised to provide the biggest test yet of the rally that started this month when Fed Chair Jay Powell swatted away worries that the central bank may raise interest rates again. Steve Brown, Senior Portfolio Manager at American Century Investments, discusses investing in REITs. Bloomberg News US Semiconductor Reporter Ian King explains how the US and their allies are vying with China for semiconductor supremacy, powered by wave of domestic investment. And we Drive to the Close with Ben Beneche, Co-Founder and Portfolio Manager at Tourbillon.
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