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Broken Pie Chart


Feb 26, 2023

Derek Moore is back with Mike Puck, Director of Business Development at ZEGA Financial to talk underperformance of international stocks and how “everyone” is saying this is the year that trend gets reversed. Mike shares what people were talking about at the Miami ETF Conference around flows into international funds to start the year. Plus, they talk about what investors give up if they rotate out of S&P 500 US type investments and how you might already have international exposure in large US companies. Finally, they discuss the consensus for the US Dollar to drop in 2023 along with some other odds and ends within markets and the economy.

 

 

Why we don’t try and pick markets and instead just Buy and Hedge!

Comparing the performance of international stocks and value stocks

Relative underperformance for over a decade in international stocks

Is 2023 the year international finally outperforms again?

Spain’s IBEX Index price (not including dividends) is the same as it was in 1997-98

Makeup of stocks within the S&P 500 Index vs some international indexes

Looking at the top 100 companies worldwide by market cap

John Hussman Price/Sales ratio chart

Price to sales still higher than average – although margins remain higher than average

Market may be assuming net profit margins will stay elevated

Google searches for Soft Landing are up

Comparing the Nominal GDP growth to the 10-Year Treasury yield

Early 90s Emerging Markets dominance

International stock indexes have less technology and more value type stocks

 

 

 

Mentioned in this Episode:

 

No Volmageddon 2.0 | No Landing for the Economy? https://podcasts.apple.com/us/podcast/no-volmageddon-2-0-no-landing-for-the-economy/id1432836154?i=1000600413796

 

John Hussman article on current valuations https://www.hussmanfunds.com/comment/mc230221/

 

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek’s new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr

 

Contact Derek derek.moore@zegafinancial.com