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Podcast: Money Life with Chuck Jaffe
Episode: Causeway's Jayaraman: Small caps are looking up, especially in Japan and India
Description: Arjun Jayaraman, portfolio manager at Causeway Capital Management, says that valuations abroad are better than what investors are seeing domestically -- noting that international small cap stocks are trading at a discount of 10 times compared to domestic large-cap companies -- but made it clear he favors Japan and India while worrying that geopolitical issues are making it difficult to invest in China despite compelling valuations that have it among the cheapest nations in the world. Plus, Kyle Guske, investment analyst at New Constructs, puts Reddit's upcoming initial public offering into the Danger Zone, Chuck discusses the bad banking pitch...