Episode 48
Investment Opportunities: dispersion, Emerging Markets and commodities
Talking Capital · Capital Generation Partners
February 7, 202529m 13s
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, Ian and Robert discuss:
- Dispersion: what does it mean in a financial context when does it represent an investment opportunity?
- Emerging Markets: why are EM equities appealing right now, and how is China influencing them?
- Commodities: what is the current opportunity set and are gold miners still an attractive opportunity?