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Jim Masturzo on Dollar Weakness, AI Hype, and Global Opportunity
Description
Jim Masturzo explains why the U.S. dollar is losing its safe‑haven appeal as geopolitical tensions ease, opening the door for international markets. He discusses stretched valuations in U.S. equities, emerging opportunities in emerging‑market exporters, and why expectations around AI adoption and growth may be overextended. Masturzo emphasizes diversification as a necessary shift for investors concentrated in a narrow group of domestic tech leaders.
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