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 Schvitz

Evidence Quote

the equity fund managers are very good at estimating what they can estimate and very bad at estimating what they can't estimate

Source

Viktor Shvets The Twilight before the stormLoM
Created: 6/18/2026, 1:57:46 PM

My Notes

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