What Goes Up cover image

Do Valuations Matter?

What Goes Up

CHAPTER

Global Equities Are Even More Attractive Than Just Equity

Victor: With real yield still negative, it still makes sense to be aggressively exposed to stocks. He says global equities are even more attractive than just us. "The real story is this rotation that's happening within the equity market"

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner