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Animal Spirits Podcast
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Talk Your Book: International Investing

32 min•17 december 2018

We discuss US outperformance over foreign stocks, comparing valuations across countries and markets, why it still makes sense to diversify internationally, does factor investing work better overseas, S&P 500 envy, the problem with single variable stock picking analysis and much more.

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Everything is Outperforming the S&P 500 This Year (EP. 470)
•1 tim
Talk Your Book: AI Is Not a Bubble
•30 min
How Much is $1 Trillion? (EP. 469)
•1 tim 9 min
Talk Your Book: The Case for Investing in Emerging Market Bonds
•32 min
The Teflon Economy (EP. 468)
•1 tim 17 min
Talk Your Book: Diversification in Private Assets
•28 min
The Biggest Short Squeeze of All-Time (EP. 467)
•1 tim 7 min
Talk Your Book: Why Rising Rates Won't Hurt You Anymore
•32 min
A Fire Alarm For Interest Rates (EP. 466)
•1 tim 1 min
Talk Your Book: Investing in the Rise of the Robots
•35 min

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