Animal Spirits Podcast cover image

Talk Your Book: International Stocks, So Hot Right Now

Animal Spirits Podcast

CHAPTER

Shifting Horizons: The Case for International Stocks

This chapter examines the recent outperformance of international stocks compared to US equities, driven by factors like increased spending in Europe and the potential end of the Ukraine conflict. It highlights investment opportunities in European banks and China's tech sector, while also discussing the cultural differences in dividend payouts. The conversation emphasizes the implications of a weakening dollar and the mispricing of international stocks due to passive investment strategies, suggesting a transformative moment for global investors.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner