Part 6/8:
Discussing contemporary investment landscapes, Bolton declared his view that China represents a contrarian opportunity at the moment. As global markets reach highs, China remains undervalued, creating potential for substantial upside. He suggested reallocating investments from the US market, which has recently peaked, to capitalize on opportunities in the Asian market.
Moreover, Bolton reflected on the growing trend of passive investing, which he believes contributes to prolonged market trends and increases volatility. He emphasized that mispricing often arises due to the actions of so-called “dumb money,” providing savvy investors with unique opportunities to capitalize on discrepancies.