The Intrinsic Value Podcast - The Investor’s Podcast Network

MI274: Investing in Emerging Markets w/ Perth Tolle


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Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more! 

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Perth is a frequent speaker at investment industry events and provides commentary for various financial media including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and the Wall Street Journal. Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

03:16 - The relationship between Freedom metrics and returns for emerging markets. 

09:34 - The four main elements of autocracy risk for investors in countries under authoritarian rule. 

28:26 - What characteristics investors should look for in emerging markets? 

35:08 - What Perth’s due diligence process looks like for investments? 

41:52 - The biggest trends shaping emerging markets over the coming years.

43:48 - The biggest challenges facing emerging markets. 


*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.
  • Check out: Life + Liberty Indexes and FRDM index.
  • Related Episode: Listen to  MI260: Top Stock Picks 2023 w/ Logan Kaneor watch the video.

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      • Connect with Robert:  Twitter

        Email: [email protected]

        Connect with Perth: Website | LinkedIn 

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