
On today’s Talk Your Book, we spoke with Perth Tolle from Life+Liberty Indexes.
We discuss:
- How the makeup of emerging markets have changed over time
- Why do U.S. stocks trade for premium valuations over emerging markets?
- How freedom affects capital markets
- The enormous gap between EM market cap and EM population
- Why ESG in emerging markets has to consider freedom as a factor
Listen here:
Links:
- There is no wealth without freedom
- Are emerging markets turning into the S&P 500?
- The dramatic evaluation of emerging markets
Charts:



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