Zaman: Leadership between international and U.S. markets goes through cycles
Youtubeยท2025-09-23 11:40
Let's start with your word of the day. Your word of the day today is inflection. What inflection are you seeing.>> So inflection in terms of market leadership shifting from US equities more towards international equities. Inflection also when it comes to movement of capital more away from cash more towards dividend paying companies and inflection also when it comes to China where their policy is changing more from control more towards supporting growth. >> Okay.I know you gave us these notes yesterday. I do ...