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SECTOR ETFVWOEEMBULLISHSubstantive discussion · 3/5

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

International and EM equities offer valuation upside

The case was argued that international and emerging market equities were deeply undervalued relative to US stocks, offering superior risk-reward following balance sheet repairs.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
International and EM equities offer valuation upside · Zortix