overseas investing
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2026 by Bruce MacDonald · across every show →
Everything said about overseas investing, oldest first
Apr 6, 2026 positive
US Leads Global Interest Rate Cycles, Giving Edge to Overseas Allocators
“You quickly picked up on the fact that the US always seemed to lead interest rate cycles. If you were thinking about overseas investing, you had an edge because you could understand the dynamics of risk asset pricing because you had this underpinning of intere…”