Episode 205

MI130: Are Emerging Markets Undervalued? w/ James Fletcher

Clay Finck 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

January 4, 202252m 58s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

05:31 - What ESG investing is, and why it’s a focus of James’ fund.
19:09 - Whether ESG investing enhances, or hinders long-term returns.
21:10 - What emerging markets are, and why James believes that emerging markets are undervalued.
26:14 - What emerging markets James’ fund invests in.
42:13 - 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.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Check out Ethos Investment Management.
Check out Young Investors Society.
Related Episode: MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher.
Related Episode: MI103: China, Emerging & Frontier Markets w/ Kevin Carter.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

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Read this episode’s transcript and full show notes on our website.

Connect with James: Website | LinkedIn

Connect with Clay: Twitter

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