MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Ben Carlson & Michael Batnick: Talk Your Book – International Investing: Podcast

TedTed
in The Bullpen
FYI: We discuss:

.Why diversifying overseas still makes sense.
.What matters more — valuations or mean reversion?
.Does value investing work better overseas?
.BUT WHAT ABOUT JAPAN?!
.Is market cap weighting really suboptimal?
.Can factor investing replace old-school active management?
.Why should investors bother diversifying internationally?
. Why everyone has S&P 500 envy.
.Structuring a multifactor portfolio.
.Finding unicorn stocks in a multifactor model.
.The problem with single variable analysis.
Regards,
Ted
https://awealthofcommonsense.com/2018/12/talk-your-book-international-investing/
Sign In or Register to comment.