4.6 • 693 Ratings
🗓️ 7 September 2018
⏱️ 22 minutes
🧾️ Download transcript
John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets.
2:01 Where’s the value?
6:45 Argentina, bottom up investing under macro duress
10:43 Other opportunities in South #America
15:30 Implications of a bearish reversal in the U.S.
Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com
Click on a timestamp to play from that location
0:00.0 | Hey, welcome to Current Yield, the Grants Interest Rate Observer podcast. |
0:10.4 | With me today, as always, Eric Whitehead of the controls, Phil Grant, who runs our almost daily grants, |
0:15.9 | and the great Evan Lorenz, the deputy editor of grants. |
0:19.3 | And also joining us today is John Haskell, who is in the |
0:22.7 | throws, the very fires of the emerging markets liquidation. John is the director of research |
0:29.6 | at Exploradoor Capital, which invest in Latin America. So he's going to tell us how things look at, |
0:36.0 | as it were, ground zero. |
0:41.2 | I must tell you, because it's a commercial enterprise, about our sponsors. |
0:51.2 | We are sponsored in part by SaneBox, which is going to help you take care of that most annoying feature of everyday life in 2018. That is email. |
0:52.8 | And furthermore, we are sponsored in part by Purple, which makes the |
0:56.4 | kind of mattress that will allow even you, John Haskell, to sleep at night, engaged as you are |
1:01.2 | in the emerging market liquidation. And finally, furthermore, and not so fast, and notwithstanding, |
1:07.2 | we are sponsored by Grant's Interest Rate Observer, which is having a conference on October 9th in case. |
1:12.3 | You guys heard about this, right? |
1:13.3 | Yes, this is our 35th anniversary conference. |
1:15.1 | Everyone has to attend. |
1:16.1 | That's the rule of podcast listeners. |
1:17.8 | So, John Haskell, welcome to you. |
1:20.1 | It's a pleasure to have you with us. |
1:21.6 | We thought of you today, John. |
1:23.4 | We were talking to you in the midst of a flaming crisis in emerging markets. And if you didn't know it, |
1:28.4 | John, perhaps you've heard of this. If you didn't know it, everything's going down, including the |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Grant's Financial Publishing, INc., and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Grant's Financial Publishing, INc. and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.