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SECTOR ETFVWOEEMMIXEDIn depth · 4/5

No single ticker was named. Emerging markets ETFs are one way for retail investors to get exposure. Not a recommendation.

Avoid US equities; favor international and value

The case was argued that broad US stock markets are structurally overvalued, making non-US stocks, developed value, and emerging market value more attractive risk-adjusted options.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Avoid US equities; favor international and value · Zortix