What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
Excess Returns
00:00
The Problem With Freedom Indices and Measures of Political Freedom
I don't really trust any political measures, right? They all say everything about the person doing it and nothing about reality. There's always going to be some emerging market you can point to that drives the story. I love those things that we're usually buying - but something's being exaggerated on your measure of non-political factors. All of my countries after they had a crisis, the IMF went to them and said, Hey, you know what, you got to clean up these public private banks,. And the US, the IMF did the same to the US.
Transcript
Play full episode
