global stocks

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 10, 2025 by Jay Ripley · across every show →

Everything said about global stocks, oldest first

Nov 10, 2025 bullish

Opinion

Ripley: Well-Curated Long-Only Portfolios Can and Should Outperform Global Stocks

“My personal view is that's a mistake. Over time, a well-curated portfolio of long-only managers can and should be able to outperform global stocks.”

Jay Ripley Nov 10, 2025 ▶ 54:34 Jay Ripley – Emerging Manager Selection at GEM (EP.470)

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global stocks

Everything said about global stocks, oldest first

Turn any episode into a week of clips.