Money Life With Chuck Jaffe Daily Podcast

Rayliant's Wool: Even with a soft landing, emerging markets are worth a look now

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Sinopse

Phillip Wool, head of research at Rayliant Global Advisors, makes a strong case for investing in emerging markets — as well as for sticking with investments in China despite geopolitical risk there — noting that valuations are particularly compelling compared to a domestic stock market that is flirting with record highs. While Wool does not expect the U.S. economy to go through a hard landing, he notes that the domestic market is "pricing in a lot of good news right now," and in times when the Federal Reserve is easing into a soft landing, it typically leads to overperformance from emerging markets and international investments, which means investors are entering a time when diversification geographically should pay off.  Also on the show, Todd Rosenbluth, head of research at VettaFi, looks to a new small-cap fund that uses a covered-call strategy to protect against volatility and downside risk as his "ETF of the Week," Anthony Pompliano discusses "How to Live an Extraordinary Life," his book of 65 letters he