
#63 - Paul Podolsky: Art and Science in Investing
Insightful Investor
Navigating Current Investment Risks
This chapter examines the complexities of the investment landscape, particularly the risks linked to dollar-denominated stocks and the influence of foreign ownership on US equities amid global uncertainties. It discusses potential investment opportunities in foreign currencies and bonds, while contrasting fiscal policies in Europe and the US, emphasizing the need for caution in the face of geopolitical tensions and market volatility.
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