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15min chapter
RWH040: Go Global w/ Laura Geritz
We Study Billionaires - The Investor’s Podcast Network
The Potential of Emerging Markets Outperforming US Stocks
This chapter discusses the potential for emerging market and international stocks to outperform large cap US stocks, highlighting weak currencies and relatively cheap valuations as drivers for investing in these stocks. It also emphasizes the cyclical nature of market performance and challenges the assumption that US stocks will always outperform. The chapter explores the decrease in allocations to emerging markets and the influence of a risk mentality dominated by a generation of investors who have only seen the US stock market go up.
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