Nomad Capitalist Audio Experience

Why I’m Selling All My US Stocks

16 snips
Jul 4, 2025
The discussion revolves around the speaker's bold choice to sell most of his U.S. stocks amid ongoing market volatility. He debunks myths about asset safety while emphasizing the importance of geopolitical awareness and currency risk. The conversation highlights a shift toward international investments, showcasing the potential of emerging markets, particularly in South America, for better cash flow and yields. Listeners gain insights into a proactive approach to wealth protection and global diversification.
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INSIGHT

Rise of Multipolarity

  • Multipolarity means countries want to reduce reliance on the US in trade and business.
  • This shift favors international stocks over US stocks for global growth exposure.
INSIGHT

Currency Risks and Benefits

  • The US dollar is weaker against other currencies this year, creating currency risk.
  • Holding stocks in other currencies can offer higher returns and diversification benefits.
ADVICE

Prioritize Yield in Portfolio

  • Focus part of your portfolio on yield-based investments that provide steady cash flow.
  • Replace low-yielding US stocks with higher-yield dividend stocks internationally to improve income.
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