The Intrinsic Value Podcast - The Investor’s Podcast Network

MI130: Are Emerging Markets Undervalued? w/ James Fletcher

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IN THIS EPISODE, YOU’LL LEARN:

  • 05:31 - What ESG investing is, and why it’s a focus of James’ fund.
  • 19:09 - Whether ESG investing enhances, or hinders long-term returns.
  • 21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
  • 26:14 - What emerging markets James’ fund invests in.
  • 42:13 - How James thinks about the role of cash in a portfolio.
  • 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.
    • Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
    • Check out Ethos Investment Management.
    • Check out Young Investors Society.
    • Related Episode: MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher.
    • Related Episode: MI103: China, Emerging & Frontier Markets w/ Kevin Carter.
    • Get a FREE audiobook from Audible.
    • Check out our Investing Starter Packs about business and finance.


      • SPONSORS

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

        Connect with James: Website | LinkedIn

        Connect with Clay: Twitter


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