Bogleheads On Investing Podcast cover image

Episode 88, Antti Ilmanen, Ph.D., talks about how investors form long-run return expectations, Rick Ferri host

Bogleheads On Investing Podcast

00:00

U.S. vs international equity performance

Antti explains U.S. dominance, relative CAPE changes, and how much of U.S. outperformance stems from valuation re‑rating.

Play episode from 14:33
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app