The Asset Allocator: International Real Estate And Commod...

What this episode covers

The Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations, and its P/E is just 5. This podcast (7:47) explores why the stock seems to be especially well positioned to thrive in the current period, while raising questions about management and deeper concerns about the political and economic environment that weighs down Argentina.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 7 minutes long.

When was this SA For FAs episode published?

This episode was published on March 23, 2021.

What is this episode about?

The Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations, and its P/E is just 5. This podcast (7:47) explores why the stock seems to be...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.