Invest Like the Best with Patrick O'Shaughnessy cover image

Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329]

Invest Like the Best with Patrick O'Shaughnessy

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*The Overrated and Underrated *

The US stock market may be overrated, with room for downside, especially if inflation volatility is not priced in./nThe beneficiaries of SEI stuff may be underrated, even if the stock market is overrated./nJapan's stocks are highly underrated and better priced than the US./nEmerging market stocks are underrated, especially with the influx of money printed during recent times.

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