

What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
Jul 13, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
The Origins of World War II Espionage
05:40 • 6min
The Emerging Market and Debt Market
11:36 • 2min
The US Corporate Bond Market Is $10 Trillion
13:45 • 2min
The Benefits of Emerging Market Debt
15:50 • 5min
The Emerging Market's Story
21:13 • 3min
The Importance of Covered Interest Parity
23:53 • 2min
How to Calculate a Z Score for Dollar Bonds
25:39 • 2min
The One Lesson I Learned From Growing Up in Research
28:08 • 2min
The Importance of Concentration in Countries
30:09 • 2min
The Importance of Limits in Emerging Markets
32:04 • 3min
How to Set the Duration of Your Portfolio
35:15 • 4min
The Importance of Local Currency
39:14 • 5min
The Rerating of Emerging Markets
44:29 • 3min
The Future of Equity Markets
47:17 • 1min
The Dynamic of Gold in the Emerging Market
48:44 • 4min
The Problem With Freedom Indices and Measures of Political Freedom
53:03 • 6min
The Dangers of Debt Management
58:42 • 2min