Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Meb Faber Show - Better Investing
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Equitysten in Most Marked Environments
We've had a monster run, not just since the pandamic but really this entire cycle post financial crisis. I think valuations tend to work well over a five to ten year time frame. If you see equityes that are two standard deviations above the long term sort of fair value, that's probably a good time to sell equities. With respect to china, i think china's become largely a very etiles, uninvestible place, but a very difficult to invest place. And so while valuations have gotten really cheap, and there's a lot of good companies in china,. You don't know if they're going to be able to do business as usual there
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