Global Market Valuations: Finding Alpha Beyond US Shores with Phil Wool

Lead-Lag Live - En podcast af Michael A. Gayed, CFA

Kategorier:

Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations. The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE ratio of 38 times earnings—three standard deviations above historical averages. While this doesn't predict an imminent crash, it strongly suggests...

Visit the podcast's native language site