Emerging Worlds

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Inker: Valuation spreads in Europe and Japan lack underlying economic justification

“But if you look at Europe, if you look at Japan, if you look at the emerging worlds, the spreads are both wider, and the underlying economic justification for them is a lot more tenuous.”

Ben Inker Mar 30, 2020 ▶ 33:14 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

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Emerging Worlds

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Turn any episode into a week of clips.