Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money
Odd Lots8 Kesä 2020

Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money

As many active fund managers have discovered in recent years, it’s extremely hard to find a sustainable edge in investing. But for people who put in hard work to discover opportunities off the beaten track, it may still be possible to find undiscovered value. On this episode, we speak with Burton Flynn and Ivan Nechunaev of Terra Nova Capital Advisors about their highly unusual approach to doing research. The two of them, along with their families, traveled the globe, spending a month at a time in different countries to find places to put their money. They explained to us why this approach was important, what they learned, which countries excite them the most, and how these markets are dealing with the COVID crisis.

See omnystudio.com/listener for privacy information.

Jaksot(1185)

Ray Wang on How AI Is Causing DRAM Prices to Surge

Ray Wang on How AI Is Causing DRAM Prices to Surge

For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all t...

16 Helmi 45min

The Sixth Bureau, Episode 1: Your Friend From Nanjing

The Sixth Bureau, Episode 1: Your Friend From Nanjing

It’s an open secret that the Chinese government has engaged in a global campaign to acquire intellectual property from foreign rivals. At the center of that campaign is the Ministry of State Security,...

15 Helmi 12min

Why Adam Posen Thinks Inflation Will Surge Back to 4%

Why Adam Posen Thinks Inflation Will Surge Back to 4%

The future is always tough to predict, but generally when it comes to inflation, a lot of the debate is about how long it will take the Federal Reserve to get back to its 2% target. In other words, pe...

13 Helmi 56min

New CFTC Chairman Michael Selig on How to Regulate Prediction Markets

New CFTC Chairman Michael Selig on How to Regulate Prediction Markets

We are rapidly entering a world in which there are odds on virtually everything. During the recent Super Bowl, the big prediction market platforms didn't just offer bets on the game itself, but also o...

12 Helmi 49min

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Ricardo Hausmann Explains How the Venezuelan Economy Collapsed

Ricardo Hausmann is a professor at the Harvard Kennedy School and the director of Harvard's Growth Lab. We've talked to him multiple times in the past about the necessary preconditions for economies t...

9 Helmi 49min

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

Evolving Money: The Tokenization Tipping Point (Sponsored Content)

In less than three years, the amount of tokenized real-world assets has grown eightfold, to more than $30 billion across equities, fixed income, private assets, real estate and more. And that’s just t...

8 Helmi 22min

Lots More With Charlie McElligott on This Week's SaaSpocalypse

Lots More With Charlie McElligott on This Week's SaaSpocalypse

This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things...

6 Helmi 33min

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

How a Former Fed Vice-Chair Is thinking About the Next Fed Chair

The nomination of Kevin Warsh to be the next chair of the Federal Reserve obviously has big implications for markets. But it also comes with some interesting sociological questions too. What role does...

6 Helmi 50min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-lahtijat
rss-sisalto-kuntoon
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
lakicast
rss-porssipuhetta
asuntoasiaa-paivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi
rss-vaikuttavan-opettajan-vierella