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The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian
Forward Guidance
Investing in International Markets and Risk-Reward Asymmetry
The speaker has positioned their long portfolio in international markets and short in the US due to expectations of mean reversion in US versus international performance. They believe this trade will work due to potential factors such as the upcoming election, a possible recession, and rightward movement in European politics. The speaker's confidence in this trade is based on risk-reward asymmetry, viewing it as a low downside and high upside opportunity.
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