The Intrinsic Value Podcast - The Investor’s Podcast Network

MI103: 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
  • 19:05 - Lessons Kevin learned when he shorted Amazon 
  • 25:14 - How Kevin got involved with Tesla and his insights on this pick
  • 36:25 - What emerging or frontier markets are and which countries they consist of
  • 42:22 - Why home-country bias exists and what investors are potentially missing by focusing only on their domestic markets
  • 52:18 - What the most important things to look out for when investing in foreign or international markets
  • 57:56 - Where to start and how to get started as a new investor in foreign markets
  • 61:54 - The catalyst that’s going to change the dynamics of investing and will have a material impact on the future returns of international markets
  • 00:01:04:19 - How international investors combat against fraud and accounting standards
  • 00:01:12:59 - What impact the pandemic has had on investing in the stock market, both domestically and internationally
  • 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.
    • Get more FREE content from Robert
    • Get a FREE audiobook from Audible
    • Check out our Investing Starter Packs about business and finance
    • 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


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        • Read this episode’s transcript and full show notes on our website.

        Connect with Kevin: Website | LinkedIn | Twitter

        Connect with Robert: Website | Instagram 


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