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MarketFoolery

MarketFoolery: 08.20.2013

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 20 August 2013

⏱️ 16 minutes

🧾️ Download transcript

Summary

Tim Hanson discusses his approach to investing outside the US, why international exposure is important for investors, and which countries and industries he’s watching right now

Transcript

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0:00.0

It's Tuesday, August 20th.

0:04.0

Welcome to Market Foolery.

0:05.0

I'm Chris Hill and Strategy Week continues.

0:08.0

We're talking international investing.

0:10.0

So of course, joining me in studio for Motleyville Asset Management, Tim Hanson, thanks for being here.

0:14.5

My pleasure.

0:15.3

Welcome to Strategy Week.

0:16.5

Strategy Week.

0:17.5

It's like Shark Week.

0:19.6

It is, idiot.

0:20.6

It's not as big.

0:21.6

It will be.

0:22.3

It will be eventually. My first question when it comes to international investing,

0:28.0

is this one of those things that for someone who is looking at their portfolio, do you consider this to be a must in the way

0:36.1

that Ron Gross has said before that every portfolio, if it's going to be balanced, has got to

0:41.6

have some exposure to energy.

0:43.0

Do you look at international investing and say look if you want to balance portfolio

0:47.0

there's got to be some exposure to international markets in there?

0:50.0

There's an argument for that. I believe that argument but also it just has to do

0:54.6

with you know I'm a I'm a stock picker at heart and there are you know 10 that five

1:00.4

10,000 companies listed in the United States, but you know there's

1:03.1

50,000 companies listed around the world more. Why limit yourself, you know, to a

...

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