Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Karen Karniol-Tambour: This is where I see market anomalies
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By Borsgade
- - Published
Bridgewater co-CIO Karen Karniol-Tambour joins Jawad Mian, the founder of Stray Reflections, at the 2024 Sohn Investment Conference.
During their fireside chat, Karen answers questions on several market anomalies: Situations where historical relationships appear to break down, creating opportunity for investors seeking alpha. Throughout their conversation, Karen shares her insights on how the outlook for growth and inflation will influence stock/bond correlations, why markets have been willing to finance such a large US budget deficit, and why gold and the dollar have rallied together despite higher interest rates.
She explores how it’s important to look at initial expectations when comparing the subsequent returns of different markets—and what this may tell us about the potential for continued US equity outperformance.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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