EPISODE · Dec 30, 2024 · 56 MIN
Do You Really Need International Diversification? 10 Top Investors Debate
from Excess Returns · host Excess Returns
In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios. Key topics include: What actually constitutes "international exposure" in today's interconnected markets Why U.S. stocks have dominated for so long and whether this trend can continue The role of currency exposure in international investing How passive investing flows affect international markets Different perspectives on optimal international allocation strategies Featuring insights from renowned investors and experts including Corey Hoffstein, Meb Faber, Dan Rasmussen, Larry Swedroe, Cullen Roche, Dan Villalon, Rick Ferri, Jason Buck, Mike Green, and Andy Constan, this episode offers a nuanced look at the complexities of global investing and helps viewers understand the various approaches to international diversification. Whether you're wondering if you should invest internationally or questioning your current allocation, this discussion provides valuable perspectives to help inform your investment decisions.
What this episode covers
In this episode, we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios. Key topics include: What actually constitutes "international exposure" in today's interconnected markets Why U.S. stocks have dominated for so long and whether this trend can continue The role of currency exposure in international investing How passive investing flows affect international markets Different perspectives on optimal international allocation strategies Featuring insights from renowned investors and experts including Corey Hoffstein, Meb Faber, Dan Rasmussen, Larry Swedroe, Cullen Roche, Dan Villalon, Rick Ferri, Jason Buck, Mike Green, and Andy Constan, this episode offers a nuanced look at the complexities of global investing and helps viewers understand the various approaches to international diversification. Whether you're wondering if you should invest internationally or questioning your current allocation, this discussion provides valuable perspectives to help inform your investment decisions.
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Do You Really Need International Diversification? 10 Top Investors Debate
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