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Show Notes
In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.
Bryce Anderson LinkedIn: https://www.linkedin.com/in/bryce-anderson-cfa-5589628/ Joseph Lai LinkedIn: https://www.linkedin.com/in/joseph-lai-130278/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240812
For more information on Ox Capital Management visit our website https://ensombl.com/go/2-20240812
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