MI103: China, Emerging & Frontier Markets w/ Kevin Carter

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Business, Education, Investing

4.6 • 592 Ratings

🗓️ 28 July 2021

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

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 19:05 - Lessons Kevin learned when he shorted Amazon 25:14 - How Kevin got involved with Tesla and his insights on this pick 36:25 - What emerging or frontier markets are and which countries they consist of 42:22 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets 52:18 - What the most important things to look out for when investing in foreign or international markets 57:56 - Where to start and how to get started as a new investor in foreign markets 61:54 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets 00:01:04:19 - How international investors combat against fraud and accounting standards 00:01:12:59 - What impact the pandemic has had on investing in the stock market, both domestically and internationally And much, much more! *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. Get more FREE content from Robert Get a FREE audiobook from Audible Check out our Investing Starter Packs about business and finance Berkshire Hathaway Shareholder Letters Burton Malkiel's book A Random Walk Down Wall Street Fred Schwed’s book Where Are the Customers' Yachts? David Swensen’s book Pioneering Portfolio Management John Bogle’s book The Little Book of Common Sense Investing Joel Greenblatt’s book The Little Book That Still Beats the Market Benjamin Graham’s book The Intelligent Investor All of Robert’s favorite books SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Kevin: Website | LinkedIn | Twitter Connect with Robert: Website | Instagram 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 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.
0:02.4	People ask me to how much money should I invest in emerging markets?
0:05.1	I tell them, if you mean the Vanguard fund or the I-Shares fund, you shouldn't put any in emerging markets.
0:13.7	In this episode of millennial investing, I talk with Kevin Carter about what emerging and frontier markets are, in which countries they
0:21.9	consist of, why home country bias exists, and what investors are potentially missing
0:27.2	by focusing only on their domestic markets, where and how to get started investing internationally,
0:34.2	and my personal favorite part of the conversation is about how international index funds and
0:39.1	ETFs are potentially broken. Kevin is the founder and CIO of the Emerging Markets
0:45.2	Internet and E-commerce ETF, ticker EMQQQ, and chairman of the EMQQ index committee. Prior to
0:54.0	EMQQ, he was the founder and CEO of
0:56.9	Alpha Shares, the founder and CEO of Active Index Advisors, and also the founder and CEO of
1:03.5	E-investing, which was acquired by E-Trade in 2000. Before we get into this episode, I want to share
1:09.9	some exciting news and an opportunity we have
1:12.2	available for you guys. We're actually looking for a new podcast hosts. Specifically, I'm looking
1:17.9	for someone who wants to become a podcast host full-time with TIP. You'd be working with me
1:25.1	directly and hosting the Millennial Investing Podcast.
1:29.0	It is a full-time role, but you're able to make your own hours, work whenever you want,
1:34.0	from wherever you want.
1:35.6	If you're interested in applying, please send your resume via email to robert at theinvestorspodcast.com, or you can DM me on Twitter or Instagram for more
1:47.7	information. And you can connect with me on Twitter and Instagram at The Robert Leonard.
1:53.3	If you're on social media, you probably see quite a few financial influencers recommending
1:58.9	having a portion of your investing in international index
	...

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