Markets assign the US (and India) a low equity risk premium because investors reward structural strengths—sound economy and corporate sector—while discounting dysfunctional politics, whereas Europe gets a high risk premium because investors penalize its structural weaknesses without crediting its offsetting strengths.
causalpending
Speaker
Victor SchvitzEvidence Quote
“the equity fund managers are very good at estimating what they can estimate and very bad at estimating what they can't estimate”
Created: 6/18/2026, 1:57:46 PM
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