Behind The Markets Podcast: Jared Dillian
Behind the Markets Podcast
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Europe Isn't Growing Like the US, but It Has Values
Europe and emerging markets are the biggest opportunities here, especially Europe. We've had 15 years of outperformance of the US versus Europe. Valuations have contracted in Europe to the point where you're talking about good stocks that are trading in single digit PEs with six, seven, maybe 10% dividend yields. They're the cheapest stocks in the world.
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