13min chapter

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Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers

Hedgeye Podcasts

CHAPTER

Navigating Global Equity Opportunities and Economic Cycles

This chapter emphasizes the importance of data-driven investing decisions, focusing on global equities, particularly the potential in the Japanese market. It discusses shifts in investment trends from China to India and Japan, analyzes the impact of global industrial recessions on export countries like Japan and Singapore, and contrasts the financial well-being of retirees relying on pension funds amid low interest rates and economic uncertainty.

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