Portfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure.
Hosted on Acast. See acast.com/privacy for more information.
Portfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure.
Hosted on Acast. See acast.com/privacy for more information.