MI243: Investing In Latin America w/ Ian Bezek

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.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions

Fundrise

TurboTax

HelloFresh

NetSuite

CONNECT WITH IAN: 
Twitter | LinkedIn 

CONNECT WITH REBECCA:
 Twitter | Instagram

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Linkedin Marketing Solutions
Fundrise
TurboTax
HelloFresh
NetSuite

CONNECT WITH IAN: 

Twitter | LinkedIn 

CONNECT WITH REBECCA:

 Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

Learn more about your ad choices. Visit megaphone.fm/adchoices