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deglobalization

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 19, 2022 by Brett Barth · across every show →

Everything said about deglobalization, oldest first

Sep 19, 2022 positive
Insight
Barth: Deglobalization makes global portfolio diversification more valuable
“A deglobalization in the world being less flat means capital flows are going to be less connected. Therefore, being globally diversified is a better thing.”
Brett Barth Sep 19, 2022 ▶ 11:44 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Oct 10, 2022 bearish
Prediction Not checkable as stated
Gave: Deglobalization will drive higher inflation, lower margins, and lower valuations
“There's no doubt we are deglobalizing. The obvious impact is higher inflation. It's higher inflation, it's lower margins, higher structural interest rates, which makes for lower valuations.”
Louis-Vincent Gave Oct 10, 2022 ▶ 31:30 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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