Reasons Behind the US Dominance in Technology

On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss: reasons for the valuation discrepancies between international stocks and US stocks, how the dollar affects international investments, understanding cultural differences when investing outside the US, position sizing within a concentrated portfolio, and much more!

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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