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7 results for “international markets”
...emerging markets. You look for the things that are, by definition, unexposed or positively exposed to the depreciation, recognizing that now you gotta think the other way too.
1:07:27 / 1:08:31
from transcript1:07:27 – 1:08:31
International developed markets appear cheaper than The US, but contend with structural inefficiencies, political instability, and sluggish innovation. Broad exposure remains hard to justify outside of select markets like Japan. Emerging market equit
2:18 / 3:21
from transcript2:18 – 3:21
...markets than they are to developed markets. Obviously, in DM, yes, the S and P is different than the Dow Jones is different than the Russell is different than this, different than that. But people are used to it by now.
26:14 / 27:15
from transcript26:14 – 27:15
Chinese companies are moving production and capacity and investment to Southeast Asia. It's an important market for them as well as, it's not just a transshipment zone, but it's a populous area of of rising affluence. This so that's exciting. I maint
21:49 / 22:56
from transcript21:49 – 22:56
And so when a high skilled immigrant sells a home abroad and then moves that wealth to The US, for example, or whatever country it is, that shift is captured in the capital account. So you can see immigration. We'll get into that in a minute. Immigra
2:48 / 4:01
from transcript2:48 – 4:01
America doesn't stay powerful because it's rich. America stays rich because it is powerful. And when you stay to the end of this episode, you're gonna walk away knowing exactly how that happens, how to track the real levers of global power, how to sp
0:38 / 1:48
from transcript0:38 – 1:48
So there's the question of the growing competitiveness of Chinese exports versus European exports, which started a long time ago as low value goods of little interest to Europe. But now I I've been at some investors conferences speaking with Chinese
17:14 / 18:22
from transcript17:14 – 18:22
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