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20min chapter
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
The Meb Faber Show - Better Investing
Emerging Markets and Investment Dynamics
This chapter analyzes investment trends in China and India post-global financial crisis, emphasizing demographic factors and technological adoption. The discussion extends to investment opportunities in South America, innovations in AI, and the importance of diversifying portfolios beyond U.S. equities, particularly in light of overvaluation in the U.S. market. It also critiques the misconceptions surrounding private equity and the marketing of its return stability, urging for greater transparency in the financial industry.
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Discover
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