Episode 54: Is it Time To Sell America? With Jeremy Schwartz.
Maggie Lake Talking Markets
00:00
Shifting Sentiments: From U.S. to Global Investments
This chapter analyzes the changing attitudes of international clients, especially from South Korea, towards U.S. assets and the rising popularity of global investments. It highlights the implications of geopolitical factors on market dynamics, particularly in defense sectors, and notes the increasing shift of funds from U.S. ETFs to international opportunities. The discussion underscores the potential for growth in European markets and emerging economies amid evolving investment strategies and retail investor behavior.
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