GMO's Catherine LeGraw - Capitalizing on Global Asset Allocation in 2024 | #531
The Meb Faber Show - Better Investing
Navigating Currencies and Strategic Investments
Exploring the significance of currency valuations in global asset allocation, this chapter discusses the impact of currency fluctuations on investments and the potential benefits of diversifying outside the US market. The conversation delves into considerations for bonds post-zero interest rate policy, undervalued currencies, and emerging market debt opportunities. The speaker advocates for a long deep value, short expensive growth strategy, emphasizing the importance of focusing on investment strategies over short-term predictions.
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