Episode 459

MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher

Clay chats with James Fletcher about ESG investing, emerging markets, why emerging markets might outperform the US markets over the coming years, James’ investment process, the role of cash in a portfolio, what the Young Investors Society is doing to provide financial literacy education, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

February 24, 202353m 10s

Audio is streamed directly from the publisher (podtrac.com) 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

Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

09:10 - What ESG investing is, and why it’s a focus of James’ fund.

16:29 - Whether ESG investing enhances, or hinders long-term returns.

22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.

27:34 - What emerging markets James’ fund invests in.

44:53 - 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.
Check out Ethos Investment Management.
Check out Young Investors Society.
Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.
Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with James: Website | LinkedIn

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

← All episodes of The Intrinsic Value Podcast - The Investor’s Podcast Network