Is America overpriced?
US stocks are at a premium globally. Will that last?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
There is an historically large premium on the S&P 500, when compared to markets in the rest of the world. That reflects strong outperformance in the past decade, but can that last? Today on the show, hosts Ethan Wu and Robert Armstrong evaluate the emerging markets vs US trade. Also, we go long insurance, and short polyamory.
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Read a transcript of this episode on FT.com
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