China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene

China Internet Stocks Down 10% — Buying Oppor...

Michael A. Gayed, CFAMichael A. Gayed, CFA

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Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phas ...  Show more

 . 41min 43sec
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ...  Show more

 . 44min 24sec

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