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Listen "Do You Really Need International Diversification? 10 Top Investors Debate"
Episode Synopsis
In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.
Key topics include:
What actually constitutes "international exposure" in today's interconnected markets
Why U.S. stocks have dominated for so long and whether this trend can continue
The role of currency exposure in international investing
How passive investing flows affect international markets
Different perspectives on optimal international allocation strategies
Featuring insights from renowned investors and experts including Corey Hoffstein, Meb Faber, Dan Rasmussen, Larry Swedroe, Cullen Roche, Dan Villalon, Rick Ferri, Jason Buck, Mike Green, and Andy Constan, this episode offers a nuanced look at the complexities of global investing and helps viewers understand the various approaches to international diversification.
Whether you're wondering if you should invest internationally or questioning your current allocation, this discussion provides valuable perspectives to help inform your investment decisions.
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Key topics include:
What actually constitutes "international exposure" in today's interconnected markets
Why U.S. stocks have dominated for so long and whether this trend can continue
The role of currency exposure in international investing
How passive investing flows affect international markets
Different perspectives on optimal international allocation strategies
Featuring insights from renowned investors and experts including Corey Hoffstein, Meb Faber, Dan Rasmussen, Larry Swedroe, Cullen Roche, Dan Villalon, Rick Ferri, Jason Buck, Mike Green, and Andy Constan, this episode offers a nuanced look at the complexities of global investing and helps viewers understand the various approaches to international diversification.
Whether you're wondering if you should invest internationally or questioning your current allocation, this discussion provides valuable perspectives to help inform your investment decisions.
SEE LATEST EPISODES
https://excessreturnspod.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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