2min chapter

Animal Spirits Podcast cover image

Buy the Dip is Dead (EP.288)

Animal Spirits Podcast

CHAPTER

XUS Against US Stocks

The relative valuation of the all-country world index XUS versus US. is as low as it's been at any time over the last, I don't know, 25 years or so. If we are on the other side of growth versus value and the US dollar pulls back, it is very easy to see a year finally in which US stocks underperform international stocks by more than a little. Which no one is positioned for.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode