Want to create an interactive transcript for this episode?
Podcast: Money Life with Chuck Jaffe
Episode: Chautauqua's Lubchenco: Foreign stocks 'are due to reclaim market leadership'
Description: David Lubchenco, partner at Chautauqua Capital Management, says that the underperformance of foreign stocks for several years has been so extreme that relative valuations look good and international stocks are poised for a strong run whenever the market's next cycle begins. Lubchenco says that when there is a concentrated market like what investors have seen during the rise of the Magnificent Seven stocks, it portends change ahead, which makes this a good time for investors to make sure they take a diversified approach now. Todd Rosenbluth, head of research at VettaFi, equates quality with greatness so he's celebrating the J...