Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 8 June 2020
⏱️ 56 minutes
🧾️ Download transcript
Summary
As many active fund managers have discovered in recent years, it’s extremely hard to find a sustainable edge in investing. But for people who put in hard work to discover opportunities off the beaten track, it may still be possible to find undiscovered value. On this episode, we speak with Burton Flynn and Ivan Nechunaev of Terra Nova Capital Advisors about their highly unusual approach to doing research. The two of them, along with their families, traveled the globe, spending a month at a time in different countries to find places to put their money. They explained to us why this approach was important, what they learned, which countries excite them the most, and how these markets are dealing with the COVID crisis.
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| 0:53.5 | Register at Bloomberg Live.com slash B Green Radio. Hello, and I'm Tracy Allaway. |
| 1:03.0 | And I'm Joe Weisenthall. |
| 1:05.0 | Hello and welcome to another episode of the Odd Thoughts Podcast. |
| 1:11.0 | I'm Tracy Allaway. |
| 1:13.4 | And I'm Joe Wiesenthal. |
| 1:15.0 | Joe, do you remember a few months ago, |
| 1:19.1 | wow, it seems like ages ago actually, |
| 1:20.8 | but back in January, we spoke to an investor in Iranian markets. |
| 1:25.8 | Yes and I was thinking actually we should we should invite that guy back because |
| 1:31.5 | when we talked in January you know we talked about a run and |
| 1:35.8 | what investing in that market was like but that was of course obviously before it got hit |
| 1:40.6 | with COVID which it was one of the countries that really got hit hard very quickly after China. |
| 1:46.1 | So I'm glad you mentioned that because that's a reminder to us to have him back and see how things are going there. |
| 1:55.0 | We should definitely do a follow-up. But one of the sort of themes that came out of that episode, I guess, |
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