Emerging value
Grant's Current Yield Podcast · Grant's Financial Publishing, INc.
September 7, 201821m 43s
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Show Notes
John Haskell, head of research at Explorador Capital Management, joins Grant's to assess opportunities in the particularly beaten down realm of emerging markets.
2:01 Where's the value?
6:45 Argentina, bottom up investing under macro duress
10:43 Other opportunities in South #America
15:30 Implications of a bearish reversal in the U.S.
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