Emerging Markets 101: How to Invest Amid Geopolitical Uncertainty

Stansberry Investor Hour

Stansberry Research

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4.4 • 677 Ratings

🗓️ 10 July 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey are joined by Paul Podolsky. Paul previously worked as a strategist for Bridgewater Associates – one of the largest hedge funds in the world – for nearly 16 years. Now, he's the founder of Still Press, an author, and the host of the Things I Didn't Learn in School podcast.

But first, Dan and Corey discuss Ben & Jerry's recent tweet about "stolen Indigenous land," as well as the broader implications for businesses engaging in political activism. They explore the potential impact on market performance, consumer behavior, and the overall perception of companies like Target, Disney, Starbucks, Unilever, and Anheuser-Busch. (00:41)

Paul then joins the conversation to highlight his experiences at Bridgewater under billionaire investor Ray Dalio and share insights on the second-largest economy in the world, China. He says Chinese assets can offer positive expected returns and low correlation with other assets, which makes them attractive today. However, Paul draws from his experience with trading Russian assets to inform his views on China. He emphasizes that the future of both China and Russia remains uncertain. (19:40)

Lastly, Paul shares his insights on another potentially lucrative emerging market... Chile. Despite the challenges Chile faces due to political fluctuations, Paul explains how it remains an investable option for those seeking diversification. As global economic debates continue, it's crucial for investors to carefully evaluate the potential returns and risks of investing in emerging markets. (45:27)

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Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research.
0:08.6	And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with Paul Podolsky, former Bridgewater Associates portfolio strategist, and now the founder of Kate Capital and Still Press.
0:20.5	And today, Corey and I will talk about Ben and Jerry's and the Fed and whatever else is on our
0:26.8	mind.
0:27.4	And remember, if you want to get in touch with us, send a note to feedback at investor hour.com.
0:32.3	Tell us what's on your mind.
0:33.2	That and more right now on the Stansberry Investor Hour.
0:40.6	I don't want to spend too much time on this, but let's talk about the Ben and Jerry's thing
0:44.3	because there is a point that I have to make here.
0:47.9	Of course, the Ben and Jerry thing is that they tweeted on July the 3rd.
0:52.8	The tweet says, this 4th of July, it's high time
0:56.9	we recognize that the US exists on stolen indigenous land
1:01.0	and commit to returning it.
1:03.1	Then it says, learn more and take action now
1:05.0	and gives a little link to click on,
1:06.3	which I didn't click on because I don't care.
1:09.6	It's not that I don't care about indigenous people. It's just that
1:12.0	you could argue every inch of the country as indigenous land that was stolen or, you know,
1:16.7	that's just the way history has worked out. I mean, can you imagine if we tried to give everything
1:21.6	back to everyone like that? We would be, you know, how far back would you go? Would you go back
1:26.7	200,000 years? I don't know. I have no
1:28.8	idea. All of those efforts are misguided, reparations and all the rest of it. It's all entirely
	...

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