Episode Details
Back to Episodes
When will global equities stop outperforming US equities?
Episode 285
Published 7 months, 2 weeks ago
Description
Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how cooling risk appetite toward mega-cap AI names, renewed European fiscal momentum, and a structurally dovish Fed under a jobless recovery framework are driving cross-border capital rotation.