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SECTOR ETFVWOEEMMIXEDSubstantive discussion · 3/5

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

Capital rotation into emerging markets and value

The argument was made that global capital rolling out of overvalued U.S. growth stocks is rotating into value stocks and select cheap emerging markets.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Capital rotation into emerging markets and value · Zortix