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AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

The Contrarian Investor Podcast

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Navigating Global Diversification in Uncertain Markets

This chapter explores the intricate nature of investing, focusing on the significance of humility and the necessity of global diversification. It highlights the benefits of allocating a portion of portfolios internationally, particularly in light of the performance differences between U.S. tech stocks and global markets.

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