Ep. 309: Mark Mobius Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
Michael Covel
4.6 • 732 Ratings
🗓️ 12 January 2015
⏱️ 27 minutes
🧾️ Download transcript
Summary
My guest today is Mark Mobius, Ph.D., executive chairman of Templeton Emerging Markets Group, joined Templeton in 1987. Currently, he directs the Templeton research team which is based in 18 global emerging markets offices, and manages emerging markets portfolios. Mobius oversees a team of more than 50 people managing some $45 billion.
The topic is economics.
In this episode of Trend Following Radio we discuss:
- Key events that happened along Mobius' development and moved him to find emerging markets as his passion
- Growth across Asia
- The importance of being on the ground to see what's happening in China to have a true picture of what's going on
- Why what's happening in China now is entirely different from the USSR in the early 1980's
- Mobius' view on South East Asia, its economic and constructional changes
- The two Koreas, and whether we'll see one Korea eventually
- The impact of both North and South Korea on their own
- Mobius' outlook on Myanmar
- Singapore as an emerging market, and as it is compared to a city in the States
- India, its growth, and how Mobius sees it moving forward
- The importance of travel, and how it changes everybody that goes out there and experiences it
Jump in!
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I'm MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I'm proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.
To start? I'd like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/
You can watch a free video here: https://www.trendfollowing.com/video/
Can't get enough of this episode? You can choose from my thousand plus episodes here: https://www.trendfollowing.com/podcast
My social media platforms:
Twitter: @covel
Facebook: @trendfollowing
LinkedIn: @covel
Instagram: @mikecovel
Hope you enjoy my never-ending podcast conversation!
Transcript
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| 0:00.0 | This is Trend Following Radio, where great thinking comes alive. |
| 0:10.9 | Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings. |
| 0:21.2 | I am your host, Michael Coval. |
| 0:24.0 | Not filtered, raw, honest. |
| 0:27.3 | That's my passion. |
| 0:32.9 | My guest today is Mark Mobius. |
| 0:35.8 | Mark and I randomly met for the first time. I think it was 2007, |
| 0:40.3 | 2008 at a conference in Macau. I believe I was following him after he presented. Not an easy guy |
| 0:48.8 | to follow, considering he's world famous. Mark is an emerging markets fund manager |
| 0:54.2 | at Franklin Templeton Investments. |
| 0:57.0 | He's been around for a long time, |
| 0:58.7 | 40 years of experience. |
| 1:00.9 | Currently he directs the Templeton research team |
| 1:03.1 | based in 18 global emerging markets. |
| 1:06.7 | Mark brings a world of experience. |
| 1:09.3 | I hope you enjoy this conversation. |
| 1:17.5 | Music Mark brings a world of experience. I hope you enjoy this conversation. You were at the forefront of managing $45 billion in assets. |
| 1:22.5 | A lot of responsibility. |
| 1:24.1 | I can't imagine you were thinking about that as a young man. Are there any key |
| 1:29.2 | events along the way, mentors, events that happened that really turned you into the guy that |
| 1:35.7 | said emerging markets. That's my passion. Yeah, it really started back in Boston when I was |
| 1:43.1 | going to MIT. I began to get interested in, you know, |
... |
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