{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fdantesoutlook.simplecast.com%2Fepisodes%2Fnavigating-stretched-valuations-DGuMHuHy","width":444,"version":"1.0","type":"rich","title":"Navigating Stretched Valuations","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/dee498f6-572f-404b-aeed-ef746349de1f/65b4f55b-208a-4494-b168-5076a0efccd8/screenshot-202025-09-06-20at-208-10-12-e2-80-afpm.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/3175d29e-6112-4ecb-9b21-a88f256337ff\" height=\"200\" width=\"100%\" title=\"Navigating Stretched Valuations\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"In this episode of Portfolio Playbook, host Damanick Dantes, founder and portfolio manager at Dantes Outlook, is joined by portfolio strategist Victor Zhou to discuss the challenges and opportunities shaping global portfolios. They examine stretched U.S. equity valuations, the role of the “Mag-7” in driving market extremes, and the contrasting opportunities in Europe and emerging markets. The discussion highlights how currency shifts, sector dynamics, and diversification strategies—including trend-following and tactical ETF allocations—can help investors navigate today’s uncertain environment."}