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Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri

Bogleheads On Investing Podcast

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Valuation and Expected Returns of Asset Classes

This chapter analyzes the valuation and expected returns of various asset classes such as US stocks, international developed market stocks, emerging market stocks, and bonds. It highlights the overvaluation of the US equity market and the potential for lower returns in the next decade, while suggesting opportunities in value companies and small caps. The chapter also discusses the attractiveness of bonds and international equities, along with the importance of diversification in investment portfolios.

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