Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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The Opportunity in Emerging Markets with AQR's Dan Villalon
Manage episode 375115877 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
International stocks, and particularly emerging market stocks, have struggled relative to US stocks for a long time. That has led some to suggest that international diversification no longer makes sense for investors. But valuations in the space and lessons from history would suggest otherwise. In this episode we discuss the issue with AQR's Dan Villalon, who has authored two research papers that use a data driven approach to look at it. We discuss the current valuations in both international and emerging market stocks and the opportunity they may present for long-term investors. We also discuss the foundational arguments for international diversification and whether they hold up today.
We hope you enjoy the discussion.
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FOLLOW JACK
Twitter: https://twitter.com/practicalquant
FOLLOW JUSTIN
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LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Manage episode 375115877 series 2581243
Content provided by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
International stocks, and particularly emerging market stocks, have struggled relative to US stocks for a long time. That has led some to suggest that international diversification no longer makes sense for investors. But valuations in the space and lessons from history would suggest otherwise. In this episode we discuss the issue with AQR's Dan Villalon, who has authored two research papers that use a data driven approach to look at it. We discuss the current valuations in both international and emerging market stocks and the opportunity they may present for long-term investors. We also discuss the foundational arguments for international diversification and whether they hold up today.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
282 episodes
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Similar to Excess Returns
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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…
continue reading
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