December 08, 2023

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

1 hour 14 minutes

Kevin Carter talks about emerging and frontier markets, where and how to get started investing internationally, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:04 - 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.

22:34 - How Kevin got involved with Tesla.

35:05 - What emerging or frontier markets are and which countries they consist of.

41:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.

41:02 - What the most important things to look out for are when investing in foreign or international markets.

48:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets.

01:00:36 - Where to start and how to get started as a new investor in foreign markets.

01:06:59 - How international investors combat against fraud and accounting standards.

And much, much more!

*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.

Berkshire Hathaway Shareholder Letters.

Burton Malkiel’s book A Random Walk Down Wall Street.

Fred Schwed’s book Where Are the Customers’ Yachts?

David Swensen’s book Pioneering Portfolio Management.

John Bogle’s book The Little Book of Common Sense Investing.

Joel Greenblatt’s book The Little Book That Still Beats the Market.

Benjamin Graham’s book The Intelligent Investor.

All of Robert’s favorite books.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

Check out all the books mentioned and discussed in our podcasts here.

SPONSORS

Support our free podcast by supporting our sponsors:

Airbnb

Connect with Kevin: Website | LinkedIn | Twitter

Connect with Robert: Website | Instagram

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

View all episodes

By The Investor's Podcast Network

4.7

545545 ratings

December 08, 2023

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

1 hour 14 minutes

Kevin Carter talks about emerging and frontier markets, where and how to get started investing internationally, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:04 - 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.

22:34 - How Kevin got involved with Tesla.

35:05 - What emerging or frontier markets are and which countries they consist of.

41:02 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets.

41:02 - What the most important things to look out for are when investing in foreign or international markets.

48:46 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets.

01:00:36 - Where to start and how to get started as a new investor in foreign markets.

01:06:59 - How international investors combat against fraud and accounting standards.

And much, much more!

*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.

Berkshire Hathaway Shareholder Letters.

Burton Malkiel’s book A Random Walk Down Wall Street.

Fred Schwed’s book Where Are the Customers’ Yachts?

David Swensen’s book Pioneering Portfolio Management.

John Bogle’s book The Little Book of Common Sense Investing.

Joel Greenblatt’s book The Little Book That Still Beats the Market.

Benjamin Graham’s book The Intelligent Investor.

All of Robert’s favorite books.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

Check out all the books mentioned and discussed in our podcasts here.

SPONSORS

Support our free podcast by supporting our sponsors:

Airbnb

Connect with Kevin: Website | LinkedIn | Twitter

Connect with Robert: Website | Instagram

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

...more

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

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

More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

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Capital Allocators – Inside the Institutional Investment Industry

Chit Chat Stocks

The Acquirers Podcast

Silicon Valley - The Investor's Podcast Network

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Excess Returns

The Good Life Podcast with Sean Murray

Value Hive Podcast

Chai with Pabrai

The Memo by Howard Marks

Yet Another Value Podcast

The Business Brew

Business Breakdowns

Joys of Compounding