Asset Class Insights
Lyn discusses the importance of owning scarce assets, highlighting the potential of emerging market value amidst high valuations in the U.S. equity market. She warns investors about value traps and emphasizes the risks associated with the structural trade deficits that have historically funneled capital into U.S. assets. As the dynamics shift, opportunities may arise in undervalued sectors both domestically and abroad.In this clip
From this podcast
The Prof G Pod with Scott Galloway
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