The global changes that could guide how – and where – you invest
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Show Notes
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Capital’s Hugh Selby-Smith joins the podcast to discuss:
- how government debt levels are growing, and whether they can be managed
- why the geographic centre of economic growth is changing, quickly
- how markets are pricing for absolute perfection, and
- where to look for value when it seems like paying for growth in the only game in town.
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