Kevin Carter, EMQQ Global - India is Happening NOW | #499

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 13 September 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s returning guest is Kevin Carter, Founder and CIO of EMQQ Global. In today’s episode, Kevin pounds the table for India’s tech sector. He covers the demographic trends, The India Stack, the difference from China 15 years ago and the current valuations. He also explains why environmental risks are something to keep an eye on in India. Listen to Kevin’s Kevin’s first appearance on the podcast. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only) Sponsor: Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. the
0:15.0	the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
0:17.0	Mepp Faber is the co-founder and chief investment officer
0:20.0	at Cambria Investment Management.
0:21.0	Did it industry regulations, he will not discuss any of Cambria's funds on this
0:24.2	podcast.
0:25.2	All opinions expressed by podcast participants are solely their own opinions and do not
0:28.4	reflect the opinion of Cambria Investment Management or its affiliates.
0:31.3	For more information, visit Cambria Investments.com.
0:33.4	What's up everybody? We got a super fun show today. We're crossing some borders
0:41.2	with our returning guest Kevin Carter, founder and
0:43.6	CIO of EMQ Global. In today's episode Kevin pounds the table for India's
0:49.2	tech sector. He covers the demographic trends, the India Tech Stack, comparisons to China 15 years ago,
0:56.4	and the current Indian stock valuations. He also explains why environmental risks are something
1:02.0	to keep an eye on in India.
1:03.4	Check out the link in the show notes for Kevin's first appearance on the show,
1:06.4	which is a great listen before this episode.
1:09.4	American Farmland is disappearing at an alarming rate.
1:15.0	According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:20.0	That's a landmass larger than the state of Florida, lost a real estate development and soil burnout.
1:26.0	All the while the demand for food, especially healthy, organic food, continues to rise as much as 13% annually in recent years.
	...

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