Tim Seymour: Early in a international market bull cycle underpinned by fundamentals

Let's talk more about the world with Tim Seymour, CIO of Seymour Asset Management. Tim, what's your hot take on on how the whole world has like reinflated this year. Well, first of all, great to be here, Brian.I think it's a combination of this has been a long-term underperformance trade. So, I I kind of believe in mean reversion and I think the technicals tell you maybe we double bottom to August of 22 and then in Thanksgiving of 24. If you look at the charts on the relative underperformance of the MSCI wo ...