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TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
We Study Billionaires - The Investor’s Podcast Network
The US Versus International Debate
Aaron Carroll: Pension funds and big endowments are heavily weighted US versus international. He says the arguments for going international are diminished because recent memory is so strong, the US is better. And he thinks there's a danger in valuations where US listed stocks earn very big premiums to international stocks.
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