Global Market Dynamics
China has been a net seller of U.S. treasuries for over a decade, leading to questions about the future of international stocks. Current pessimism surrounding these stocks, driven by geopolitical tensions and economic challenges, suggests that a slight positive shift could yield significant returns. Valuations are at extremes, indicating that even minor improvements could lead to a reversal in trends, making global diversification a worthwhile consideration.In this clip
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Animal Spirits Podcast
Is a Recession Bullish? (EP.275)
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