MI243: Investing In Latin America w/ Ian Bezek
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 22 December 2022
⏱️ 53 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.9 | Most of the Latin American countries, I'd say, are driven by commodities, tend to be export countries that are still developing that haven't reached the same level of wealth you'd see in Europe or Japan or the U.S. |
| 0:13.8 | That creates an opportunity in a year like this year where you have a lot of inflation, you have a lot of shortages. |
| 0:18.6 | Obviously, the invasion of Ukraine has taken a lot of grain and a lot of energy supplies |
| 0:23.2 | out of the market. |
| 0:24.1 | And so people are looking for alternative sources of those goods. |
| 0:27.9 | Obviously, you think about a country like Brazil or Argentina, they're known for growing |
| 0:31.0 | tons of soybeans and wheat and cattle. |
| 0:55.9 | On today's episode, I'm joined by ian bizek who is an entrepreneur and writer for seeking alpha currently living in latin america previously he worked for carisdale a new york activist hedge fund during this episode ian discusses what's been driving the recent strength in some of the Latin American equity markets, the opportunities he sees investing in the space, some of the |
| 1:01.3 | pros and cons of investing in broadly diversified emerging market ETFs versus company-specific ones, |
| 1:07.5 | like the Brazilian ETF, which is paying over a 12% dividend yield, and he talks about |
| 1:12.8 | how to tell if dividend yields like this are sustainable. Ian also covers why he likes investing in |
| 1:18.6 | less glamorous industries such as infrastructure, food, beverages, and banks, and he shares some of |
| 1:24.2 | his long-term hold stock picks in the defensive sector that offer solid dividends. |
| 1:29.2 | So with that all said, let's jump into the episode. |
| 1:33.7 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 1:37.9 | where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, |
| 1:43.3 | business leaders and investors to help educate |
| 1:45.7 | and inspire the millennial generation. |
| 1:56.1 | Welcome to the millennial investing podcast. I'm your host, Rebecca Hotsko, and on today's episode, I am joined by Ian Bizek. Ian, welcome to the show. |
| 2:06.2 | Happy to be here. Thanks for inviting me. |
| 2:08.8 | I got connected with you because I've been reading your Seeking Alpha articles. I like a lot of the strategies you talk about, which we are going to dive into today. |
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