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Episodes
Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
On today's episode, we're joined by portfolio manager Patrice Quirion as he discusses key themes including reshoring manufacturing, U.S. market dominance, and the evolving global trade landscape. Patrice shares his strategic focus on U.S. equities, highlighting their premium valuations. He also discusses contrarian opportunities in under-appreciated markets such as China's consumer economy and selective European sectors.
Recorded on November 28, 2024.
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