Crossbridge CIO Sees 'Much Better Returns' in U.S. Stocks

The video discusses macroeconomic perspectives, comparing investment opportunities in the US and Europe. It highlights the potential impacts of US tariffs on the economy and explores the economic relations between China and the US. The discussion also covers emerging markets, focusing on tech stocks like Alibaba and Micron Technology, emphasizing the importance of international stocks with US listings.

What are the reasons mentioned for investing in Europe despite the opportunity cost?

How does the speaker perceive the potential impact of tariffs on the US economy?

What is the speaker's view on the relationship between the US and China regarding trade?

What factors does the speaker consider when evaluating investments in Chinese tech stocks?

What are the implications of the speaker's investment strategy in relation to US and international stocks?