MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 29 July 2022

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 13:01 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor. 16:25 - Lessons Kevin learned when he shorted Amazon. 26:34 - How Kevin got involved with Tesla. 35:05 - What emerging or frontier markets are and which countries they consist of. 42:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets. 52:46 - What the most important things to look out for are when investing in foreign or international markets. 52:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets. 1:00:36 - Where to start and how to get started as a new investor in foreign markets. 1:06:59 - How international investors combat against fraud and accounting standards. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read this episode’s transcript and full show notes on our website. Berkshire Hathaway Shareholder Letters. Benjamin Graham’s book The Intelligent Investor. All of Robert’s favorite books. Our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our favorite Apps and Services. Browse through all our episodes (complete with transcripts) here. New to the show? Check out our Millennial Investing Starter Packs. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Kevin: Website | LinkedIn | Twitter Connect with Robert: Website | Instagram | Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	On today's show, we continue to revisit some of my favorite podcast from the past in this
0:08.4	millennial investing rewind.
0:10.2	If you've missed our previous rewind episodes, we've started to reshare some older episodes
0:15.7	that are my favorites for a few reasons.
0:18.7	One, we get a bunch of new listeners each week, so the new listeners may not have heard
0:23.1	this episode before.
0:24.7	Two, even if you've been listening for a while, you may have missed this episode when
0:29.2	it originally came out.
0:30.9	Or three, even if you've heard it before, it can be a great episode to learn from again.
0:36.4	If you've already heard this episode or you're not interested in hearing it, feel free to just skip it.
0:40.7	There's no harm in that, and you can pick up with our new episodes next week.
0:44.9	All right, guys, that's all I had for you for this new intro.
0:48.2	Everything going forward is going to be from the original show.
0:51.3	Hope you guys enjoy it.
0:56.0	In this episode of Millennial Investing, I talk with Kevin Carter about what emerging
1:01.3	and frontier markets are, in which countries they consist of, why home country bias exists,
1:07.8	and what investors are potentially missing by focusing only on their domestic markets,
1:12.8	where and how to get started investing internationally, and my personal favorite part of the
1:18.0	conversation, is about how international index funds and ETFs are potentially broken.
1:24.2	Kevin is the founder and CIO of the Emerging Markets Internet and E-commerce ETF, ticker EMQQ, and chairman of the EMQQ index committee.
1:35.8	Prior to EMQQ, he was the founder and CEO of Alpha Shares, the founder and CEO of active index advisors,
	...

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