b'
There\'s a saying on Wall Street that the market can remain irrational longer than you can remain solvent. And there\\u2019s a widely held financial theory called \\u201cReversion to the Mean\\u201d that asserts that eventually asset classes will return to their long term average in terms of several factors including price, price/earnings multiples, and their performance relative to other asset classes like U.S. stocks.
\\nReversion to the mean for emerging markets stocks has been a long time coming.
\\nThis week\\u2019s guest, Michael Kass who runs Baron Emerging Markets Fund believes their time has come after a very long cycle of underperformance.
\\nKass will make the case for an emerging markets resurgence, especially stocks in the two largest markets, China and India.
\\nWEALTHTRACK #1818 broadcast on October 29, 2021
\\nMore Info: https://wealthtrack.com/new-world-order-of-market-leadership/
\\n\\n--- \\n\\nSupport this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support'