On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!
The post Talk Your Book: In…
Ten of the best books I’ve read this year.
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What we build in the United States.
The post The Stock Market is Our Mona Lisa appeared first on A Wealth of Common Sense.
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New vs. existing home sales.
The post How to Buy a House in Today’s Market appeared first on A Wealth of Common Sense.
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On today’s show, we discuss:
– Mission accomplished from the Fed
– What comes after a soft landing
– New highs in the stock market
– Small caps breaking out
– The best thing we’ve built in America
– More people own stocks than ever
– The economic chart of the year
– The best movie of the 2020s (so far), and much more!
The post Animal Spirits: The Most Crowded Trade on Wall Street appeared first on A Wealth of Common Sense…