international markets
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2025 by Brett Barth · across every show →
Everything said about international markets, oldest first
Jun 30, 2025 bullish
Barth: International betas are the most attractive in 15 to 20 years
“I think the betas are more interesting than they've been in 15 or 20 years because of not just the entry point, but because of the deglobalization, and you've got a declining correlation of those markets, and the only free lunch we get as allocators is diversi…”