The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter

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IN THIS EPISODE, YOU’LL LEARN:  

  • 13:01 - Revelations Kevin saw when he worked at a mutual fund vs. investments one can do as an individual investor.
  • 16:25 - Lessons Kevin learned when he shorted Amazon. 
  • 26:34 - How Kevin got involved with Tesla. 
  • 35:05 - What emerging or frontier markets are and which countries they consist of.
  • 42:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.
  • 52:46 - What the most important things to look out for are when investing in foreign or international markets.
  • 52:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets.
  • 1:00:36 - Where to start and how to get started as a new investor in foreign markets.
  • 1:06:59 - How international investors combat against fraud and accounting standards.


    • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Read this episode’s transcript and full show notes on our website.
    • Berkshire Hathaway Shareholder Letters.
    • Benjamin Graham’s book The Intelligent Investor.
    • All of Robert’s favorite books.
    • Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
    • Check out our favorite Apps and Services.
    • Browse through all our episodes (complete with transcripts) here.
    • New to the show? Check out our Millennial Investing Starter Packs.


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        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
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