Iran: Investing in One of the Best-Performing Stock Markets (w/ Raoul Pal & Maciej Wojtal)

Iran: Investing in One of the Best-Performing Stock Markets (w/ Raoul Pal & Maciej Wojtal)

The Interview- Real Vision founder and CEO Raoul Pal welcomes back Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund devoted to Iranian equities, to discuss how he's identified a diversified economy in Iran despite decades of sanctions and geopolitical risks. His interest in Iran was sparked by the nuclear deal brokered by President Obama in 2015 where he found a stock market that had been operating for more than two decades and included nearly 600 companies with $200 million in daily liquidity. His fund gives Western investors access to fast-growing businesses with low valuations in an array of industries—from utilities and automotive to commodities and agriculture. He shares his perspective on managing volatility as well as how the U.S.-Iran relations are expected to change under a new Democratic administration, and he weighs in on trade with neighboring countries in the Middle Eastern region. Key Learnings: Despite an overall economy that has been rapidly contracting because of U.S. sanctions and weak oil prices, Iran has one of the best-performing stock markets. Iran's stock market is dominated by retail investors with foreign ones making up less than half a percent of the market cap. Wojtal looks for companies that have pure export exposure, and he has been able to find companies with exports in the region that are usually not affected by sanctions. Recorded on Jan 12, 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(2128)

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Clarity Act Progress Boosts Bitcoin | Trading the Markets w/ Kris Bullock

Odds of the Clarity Act's passage through the U.S. Senate briefly shot up above 50% on Polymarket before paring back, both underscoring the fragile nature of the bill’s political discourse and giving ...

22 Juli 1h 3min

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran a...

20 Juli 35min

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Bijan Maleki and Kris Bullock kick off today’s Trading the Markets with a fresh macro rundown, from liquidity and rates to the broader market backdrop. Kris explains why macro still matters for crypto...

15 Juli 55min

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what i...

13 Juli 36min

Is a Bigger Move Coming?! | Trading the Markets

Is a Bigger Move Coming?! | Trading the Markets

RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

8 Juli 1h 6min

The Fed's Mistake | Macro Mondays: July 6, 2026

The Fed's Mistake | Macro Mondays: July 6, 2026

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

6 Juli 36min

Is Everyone Wrong About the Dollar? | Macro Mondays

Is Everyone Wrong About the Dollar? | Macro Mondays

Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Juni 35min

Bitcoin Is Stuck... What’s Next?

Bitcoin Is Stuck... What’s Next?

Kris Bullock and Bijan Maleki break down the latest action in crypto as bitcoin struggles to hold the low-$60Ks, bears stay in control, and traders look for what could finally spark the next move. The...

24 Juni 58min

Populärt inom Business & ekonomi

badfluence
framgangspodden
dynastin
varvet
svd-tech-brief
uppgang-och-fall
avanzapodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-borslunch
rss-kort-lang-analyspodden-fran-di
montrosepodden
market-makers
rss-dagen-med-di
borslunch-2
bathina-en-podcast
rss-veckans-trade
rss-borssurr-med-mitelman-och-mellqvist