Episode Details

IN THIS EPISODE, YOU’LL LEARN:

• 03:26 - What’s driven the recent strength in many Latin American countries' equity markets? 
• 14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones. 
• 22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?
• 24:56 - The risks of investing in this market. 
• 31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks. 
• 31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends. 
• 41:02 - How to choose country specific EM ETFs, what to look for. 
• 42:51 - The strength in the US dollar, which companies is it hurting the most and who is benefiting? 
• 49:33 - His thoughts on bank stocks and their resiliency if the economic picture gets worse. 
• 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 Ian’s writing on: Seeking Alpha.
• Related Millennial Investing Episode: Investing in Emerging & Frontier Markets w/ Asha Mehta - MI228.

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