Insightful Investor cover image

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

Insightful Investor

00:00

Understanding Emerging Market Sovereign Defaults

This chapter explores the different types of sovereign defaults in emerging markets, including standard, sanction-induced, and serial defaults, and their implications for investors. It highlights the nuanced political and geopolitical factors influencing debt management and recovery rates. The discussion emphasizes the complexities of investing in emerging markets and the significance of long-term strategies despite existing challenges.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app