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cover of episode Talk Your Book: Where to Find Higher Dividend Yields

Talk Your Book: Where to Find Higher Dividend Yields

2025/6/9
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Animal Spirits Podcast

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Todd Mathias: 我认为美国股市估值较高,这在一定程度上是因为美国公司,尤其是科技公司的质量更高,利润率更大。但国际市场与美国市场结构不同,包含更多医疗保健、汽车制造和金融公司。过去15年,美国股市的表现明显优于发达国际市场。然而,美国市场增长主要由少数科技巨头驱动,这使得分散投资于国际公司更具意义。货币汇率对国际投资回报有重要影响,但长期来看,这种影响往往会被抵消。美国面临着可能导致持续表现不佳的因素,如政府政策、美元疲软和不断增长的债务与GDP比率。但美国的科技、创新、消费者实力和企业风险偏好是其优势,不应完全排除投资美国。总之,我认为不应把所有鸡蛋放在一个篮子里。

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On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠) and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠) are joined by Todd Mathias, Head of U.S. Product Strategy & Development at Franklin Templeton) to discuss US outperformance vs international, currency headwinds, macro uncertainty in the US, the value factor overseas, and much more!

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).

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