The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs
Real Vision: Finance & Investing
00:00
Emerging Markets
I think emerging markets could actually be really interesting after a decade of nothing is too, right? So I do think it's amazing how emerging markets have actually not utterly collapsed into crisis mode in a year like this year. Even if I was a good stock picker, it's expensive to pick small caps stocks and it's such a big universe. But the broader point here is that if we're entering a cycle that no longer favors large caps, it's going to be more of an interesting and fun investing environment.
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