MI274: Investing in Emerging Markets w/ Perth Tolle

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 30 May 2023

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and the Wall Street Journal. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 03:16 - The relationship between Freedom metrics and returns for emerging markets. 09:34 - The four main elements of autocracy risk for investors in countries under authoritarian rule. 28:26 - What characteristics investors should look for in emerging markets? 35:08 - What Perth’s due diligence process looks like for investments? 41:52 - The biggest trends shaping emerging markets over the coming years. 43:48 - The biggest challenges facing emerging markets. *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. Check out: Life + Liberty Indexes and FRDM index. Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane. or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Robert: Twitter Email: robert@theinvestorspodcast.com Connect with Perth: Website | LinkedIn 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.
0:02.7	On today's episode, I chat with Perth Toll, who is the founder of Life and Liberty
0:07.8	Indexes and creator of the Freedom 100 EM Index.
0:12.2	Prior to forming Life and Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments.
0:18.3	Perth is also a frequent speaker at investment industry events and provides
0:22.0	commentary for various financial media, including Barron's, Bloomberg, Cheddar, CNBC, CNN, Fox Business,
0:30.0	Market Watch, Morning Star, and even the Wall Street Journal. Perth was named one of the 10 to
0:34.9	Watch in 2020 by Wealth Management Magazine and one of the
0:38.4	top 100 people transforming business by Business Insider in 2021. During this episode, Perth discusses
0:45.7	the relationship between freedom and markets in emerging economies. With the background
0:50.2	working in Beijing and Hong Kong, Perth shares her insights into the risks and challenges
0:54.9	investors face when investing in authoritarian regimes and why she believes including freedom
1:00.6	metrics in your investment process is important. Perth shares why she believes traditional
1:05.0	emerging market ETFs are flawed and the concept behind her Freedom 100 EM Index.
1:11.2	Perth also elaborates on the four main types of autocracy risk for investors, which
1:16.4	countries these risks are most prevalent in and provides examples of specific companies
1:21.6	that were affected by these risks.
1:24.3	She also touches on which emerging market companies she is most bullish on, such as
1:28.7	as Chile and Taiwan, as well as touches on some other risks top of mind for investors,
1:34.6	such as the ongoing U.S.-China tensions, why she thinks investors should avoid Chinese equities,
1:40.0	her thoughts on the delisting risks, the China-Taiwan risk, as well as the biggest opportunities
1:45.5	facing emergent markets in the coming years.
	...

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