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Talk Your Book: International Growth Investing

Animal Spirits Podcast

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International Growth Investing and the Impact of Macroeconomic Factors

In this chapter, the hosts discuss the topic of international growth investing and explore the impact of macroeconomic factors on portfolio construction. They also discuss the performance and valuation differences between international markets and US markets, as well as the importance of understanding the cost of capital and investing in quality businesses that can generate consistent growth.

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