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. See acast.com/privacy for privacy and opt-out information.
Equity Research at Work
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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. See acast.com/privacy for privacy and opt-out information.