12min chapter

The Contrarian Investor Podcast cover image

AI Stocks Can't Lead the Market Much Longer. Invest Internationally Instead: Dan Rasmussen, Verdad Capital

The Contrarian Investor Podcast

CHAPTER

Navigating Global Investments

This chapter explores the complex relationship between US-listed companies and their international revenue sources. It emphasizes the significant valuation disparities between US stocks and their international counterparts, encouraging investors to consider undervalued foreign equities. Additionally, the discussion highlights the importance of humility in investment strategies, advocating for nuanced approaches that acknowledge market unpredictability.

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