Animal Spirits Podcast

On this episode, Michael Batnick and Ben Carlson are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss: reasons for the valuation discrepancies between international stocks and US stocks, how the dollar affects international investments, understanding cultural differences when investing outside the US, position sizing within a concentrated portfolio, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular secur