{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fdantesoutlook.simplecast.com%2Fepisodes%2Fbalancing-global-quality-and-value-stocks-w1i7JlIg","width":444,"version":"1.0","type":"rich","title":"Balancing Global Quality and Value Stocks","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/dee498f6-572f-404b-aeed-ef746349de1f/e6e76d4c-a4f1-468e-8342-54f5e7f19c7a/screenshot-202025-11-22-20at-206-14-10-e2-80-afpm.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/bf286989-4e7b-4ebe-9d23-bc599b5deeaa\" height=\"200\" width=\"100%\" title=\"Balancing Global Quality and Value Stocks\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"In this episode, Damanick Dantes, CMT breaks down what history tells us about cycles of overvaluation, rotation, and long-term returns. Using a simple pendulum analogy, he explains how leadership in markets swings over time, why valuations still matter, and why investors should avoid the short-term gamification mindset. Damanick walks through the current data, the risks beneath the surface of AI-driven exuberance, and how a blended global exposure to value and quality factors helps create a smoother, more resilient portfolio without missing out on growth opportunities. "}