Sep 7, 2018 21 min

Emerging value

from Grant's Current Yield Podcast Hosted by James Robertson

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. Subscribe to the Grant's Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit grantspub.substack.com

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Emerging value

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