Talk Your Book: International Stocks, So Hot Right Now

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 7 April 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Rahul Sharma, Portfolio Manager and Executive Director at Schafer Cullen to discuss the catalyst for recent international outperformance, what policies have led to international performance, avoiding/concentrating into different countries, how the US Dollar affects international investments, and much more! Learn more at: https://www.cullenfunds.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits Talk Your Book is brought to you by Schaefer Cullen Capital Management.
0:04.1	Go to cullenfunds.com to learn more about their global high dividend strategy, international high dividends strategy, and emerging markets high dividends strategy.
0:13.2	That's cullenfonds.com to learn more.
0:17.1	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and
0:22.5	Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by
0:27.8	Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholt's wealth
0:32.1	management. This podcast is for informational purposes only and should not be relied upon
0:36.7	for any investment decisions.
0:38.8	Clients of Ridholt's wealth management may maintain positions in the securities discussed in this
0:43.0	podcast.
0:47.2	Welcome to Animal Spirits with Michael and Ben. Michael, good timing here. Thank you.
0:51.8	International stocks are so hot right now. People are trying to figure out, is this real?
0:55.5	Does this actually have legs?
0:56.5	Or is this just another head fake?
0:58.1	I'm not going to answer that question, but I'm just going to say, Ben, we're old?
1:01.6	That was rhetorical.
1:02.7	No, okay.
1:03.5	Well, we're still using references from the aughts, the early aughts. And I'm going to give the full story in animal spirits.
1:11.0	But those references, they don't play anymore.
1:14.1	How about this?
1:15.0	That's because the 2020s doesn't have very quotable movies.
1:18.3	That's because it's 20 years ago.
	...

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