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Stansberry Investor Hour

The Tip of the Spear in Global Growth

Stansberry Investor Hour

Stansberry Research

America, How, To, Crash, Money, Learn, Stansberry, Income, Research, Debt, Stocks, Porter, Business, Realestate, Banking, Investment, American, Investing, Invest, Howtosave, Sjuggerud, Ferris, Eifrig, Jubilee, Buck, Sexton, Market, Bonds, Churchouse, Savings, Options, Lashmet

4.4677 Ratings

🗓️ 8 April 2021

⏱️ 64 minutes

🧾️ Download transcript

Summary

GameStop is selling up to 3.5 million new shares, looking to raise money amid their newfound hype and popularity in the investing world.

Dan opens the show by explaining why this is actually a very smart business move...

But he says even though it's the right move for GameStop, he wants no part in it. And he cautions anyone else still thinking about jumping on this train.

Then Dan invites Kevin Carter onto the show to talk about one of the fastest-growing areas anywhere in the markets, that sadly many Americans overlook.

Kevin is the founder and Chief Investment Officer at EMQQ, an Emerging Markets Internet and E-Commerce Index. Over the past 20 years, he's partnered with Princeton economist and indexing legend, Dr. Burton Malkiel, focusing on China and emerging markets, ultimately creating the EMQQ Index.

During their conversation, Kevin teaches Dan some stunning facts about the massive opportunity investing in emerging markets outside of the U.S. provides today... (like did you know that over half of the world's mobile payment users live in Africa?)

Kevin makes a very strong case for putting money in emerging markets today, even listing out a handful of his favorite personal holdings from his index... like one he calls the Amazon.com of Poland... another known as the Amazon.com of Africa... and even one little-known fintech company that Berkshire Hathaway bought 5% of during its IPO.

Kevin says that if you have a long-term timeline, you absolutely need to take a look at the emerging markets internet sector... He calls it the "tip of the spear" when it comes to global growth.

And finally, we had an ultra-light mailbag this week...

So light, in fact, that Dan decided to hold off until next week's episode.

So don't forget, please send in any questions you may have, any comments on the show, or even any politely-worded criticisms into us at [email protected]...

Until then, you can listen to Dan and Kevin's conversation and more on this week's episode.

Transcript

Click on a timestamp to play from that location

0:00.0

Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour.

0:11.5

Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour.

0:20.0

Sign up for the free show archive at InvestorHour.com.

0:23.6

Here's your host, Dan Ferris.

0:26.6

Hello and welcome to the Stansberry Investor Hour.

0:29.6

I'm your host, Dan Ferris.

0:30.6

I'm also the editor of Extreme Value published by Stansberry Research.

0:34.6

Today we will talk with Kevin Carter. Kevin Carter is the chief investment

0:39.3

officer of EMQQ, which is also the ticker symbol of his ETF, the EMQQ emerging markets

0:46.6

ETF. And he'll tell us all about his odyssey of how he just went on a mission to change emerging markets, ETFs, and what he came up with.

0:58.6

And it's going to be interesting, I promise.

1:01.3

In the mailbag today, I got nothing.

1:03.9

You guys were really lazy this week.

1:05.9

Come on, don't forget, write us at Feedback and Investorhour.com.

1:10.0

In my opening rant this week, I'm going to talk about

1:13.5

something that is actually a very good investing lesson, but it's funny and it's nothing I want to buy,

1:20.8

but it's something that they definitely ought to sell. A little intriguing, right? That and more right

1:26.3

now on the Stansberry Investor Hour.

1:32.2

So what is it that they should be selling that I am not buying?

1:38.9

It's GameStop shares.

1:42.3

So, you know, this company, of course, they were, they were the site of an incredible

1:47.1

short squeeze mania a couple months ago.

...

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