Sign up to save your podcasts
Or
Share Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering Geoffrey's best idea: investing in the Iraqi stock market.
Geoffrey begins by telling us how learning about Daniel Cloud’s post-Soviet Union Russia fund led him to look around the world to find somewhere he could earn huge returns, which led him to Iraq. He gives us an overview of the market and economy and how it’s rebounded since Saddam Hussein died. Then he walks us through everything he’s had to deal with since he first invested there in 2010 – political instability, a 20% currency devaluation, negative oil prices, and an Iraqi stock market that closed in response to COVID. We talk about the tailwinds for Iraq, including the growth of the banking sector and ESG, which Geoffrey believes is bullish for oil.
Be sure you stick around until the end to hear about Geoffrey’s first trip to Iraq, when he was driving to visit with a company and was forced to turn around because of a car bomb.
Please enjoy this special “Best Ideas” episode with Euphrates Advisors’ Geoffrey Batt.
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By The Idea Farm
4.8
904904 ratings
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering Geoffrey's best idea: investing in the Iraqi stock market.
Geoffrey begins by telling us how learning about Daniel Cloud’s post-Soviet Union Russia fund led him to look around the world to find somewhere he could earn huge returns, which led him to Iraq. He gives us an overview of the market and economy and how it’s rebounded since Saddam Hussein died. Then he walks us through everything he’s had to deal with since he first invested there in 2010 – political instability, a 20% currency devaluation, negative oil prices, and an Iraqi stock market that closed in response to COVID. We talk about the tailwinds for Iraq, including the growth of the banking sector and ESG, which Geoffrey believes is bullish for oil.
Be sure you stick around until the end to hear about Geoffrey’s first trip to Iraq, when he was driving to visit with a company and was forced to turn around because of a car bomb.
Please enjoy this special “Best Ideas” episode with Euphrates Advisors’ Geoffrey Batt.
Learn more about your ad choices. Visit megaphone.fm/adchoices
More shows like The Meb Faber Show - Better Investing
View all
Masters in Business
2,149 Listeners
Top Traders Unplugged
590 Listeners
Macro Voices
3,064 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,287 Listeners
Grant’s Current Yield Podcast
658 Listeners
Capital Allocators – Inside the Institutional Investment Industry
793 Listeners
Superinvestors and the Art of Worldly Wisdom
417 Listeners
Animal Spirits Podcast
1,997 Listeners
The Market Huddle
362 Listeners
The Acquirers Podcast
302 Listeners
The Compound and Friends
2,075 Listeners
Excess Returns
67 Listeners
The Memo by Howard Marks
400 Listeners
Forward Guidance
276 Listeners
Monetary Matters with Jack Farley
91 Listeners