09.07.2018 - By Grant's Interest Rate Observer
John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets. 2:01 Where’s the value? 6:45 Argentina, bottom up investing under macro duress 10:43 Other opportunities in South #America 15:30 Implications of a bearish reversal in the U.S. Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com