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21min chapter
John Davi, Astoria Advisors - Macro+Quant, Inflation & Global Diversification | #501
The Meb Faber Show - Better Investing
Investment Opportunities in Europe and Diversifying Portfolios
This chapter explores the investment thesis for Europe compared to the US, highlighting strong earnings momentum and positive estimate revisions in Europe, as well as its attractiveness due to being cheap. It also discusses the importance of looking outside the US and diversifying investment portfolios, mentioning investment opportunities in countries like Dubai, Abu Dhabi, China, and India.
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