Hidden Forces cover image

A Turning Point for Value Investing | Mark Holowesko

Hidden Forces

00:00

Navigating Global Investment Challenges

This chapter explores the complexities of value investing, focusing on the impact of systematic passive flows and geopolitical tensions on market dynamics. It emphasizes the necessity of rebalancing portfolios in response to corporate earnings and discusses vulnerabilities in investing in China amid tensions with the U.S. Additionally, it examines undervalued opportunities in global markets, particularly in the UK, and highlights the show’s shift towards a subscription model for premium content access.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app