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Trump's largest net purchase was the iShares Emerging Markets ETF. The host also personally holds this in his retirement account, citing commodity-rich emerging markets in Latin America and diversification away from richly valued US stocks.
JP Morgan, Schwab, Vanguard, and Fidelity all project emerging markets to outperform US stocks on a valuation basis, with 7-8%+ annualized growth projected. Emerging markets expected to make up nearly half of global stock market by 2050.
Emerging markets tend to do well when the dollar weakens because their dollar-based debts become smaller in local currency terms. Felix identifies this as an overlooked opportunity.
Presented as an alternative for investors who want broad emerging market exposure rather than a single-country bet. The host notes it includes large emerging market countries like India, Brazil, Spain, Poland, and Austria. He sees emerging markets as a whole breaking out from a 20-year base and entering a multi-year outperformance cycle.
Host highlights EEM at all-time highs, up 9% YTD and up 36% over 1 year, outperforming US markets as an example of investing abroad to beat a weakening dollar
Host highlights EEM at all-time highs, up 9% YTD and up 36% over 1 year, outperforming US markets as an example of investing abroad to beat a weakening dollar
Outperformed S&P; good for diversification
Just opened a position because he is fairly bullish on emerging markets.






