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TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
The Real Benefit of Diversifying Internationally
With the change in globalization to some degree, you could argue that a lot of these international firms might be forced into becoming much more domestic types of firms. I mean, who knows what's going to happen with all these global conflicts. We could all end up being, you know, Japanese to some degree where we're very isolationist. And if you were only invested in Japan in 1990, well, you suffered through one heck of a big stock market trauma because you didn't own a lot of international stuff. But hey, I have no idea what’s going to happen in the future.
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