Talk Your Book: The Case for Emerging Markets

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 19 March 2021

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's Talk Your Book we spoke with Nick Niziolek from Calamos Investments about the potential for emerging markets in the coming years. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animal spirits is brought to by Calimos.
0:02.6	Go to calimos.com to learn more.
0:05.6	Welcome to Animal Spirits, a show about markets,
0:08.8	life, and investing.
0:10.3	Join Michael Batnik and Ben Carlson
0:12.6	as they talk about what they're reading, writing,
0:15.0	and watching.
0:16.8	Michael Batnik and Ben Carlson
0:18.6	work for Rithold 12 Management.
0:20.4	All opinions expressed by Michael and Ben
0:22.3	or any podcast guests are solely their own opinions
0:24.9	and do not reflect the opinion of Rithold 12 Management.
0:27.7	This podcast is for informational purposes
0:29.8	only and should not be relied upon for investment decisions.
0:32.6	Clients of Rithold 12 Management
0:34.2	may maintain positions in the securities
0:36.0	discussed in this podcast.
0:37.7	Ben, I remember this is probably 2016, 2017 maybe.
0:43.8	I went to a Morningstar conference in Chicago.
0:47.5	And this is like right around the time
0:49.0	where the talk about his active management dead.
0:51.8	And I remember seeing like five dozen companies
	...

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