

Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
May 10, 2024
Nick Rohatyn, CEO of The Rohatyn Group, discusses pivotal moments in emerging markets, impact of low rates and rise of China, importance of local knowledge, and more. Topics include Brady bonds, Global Financial Crisis, and investment prospects in India.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating Emerging Markets: A Personal Journey
02:01 • 28min
Exploring Inflation Hedging Strategies in Emerging Markets
30:11 • 3min
Exploring Demographic Shifts and AI in Emerging Markets Investing
33:19 • 3min
Navigating Risk in Emerging Markets Investing
36:29 • 12min
Exploring Book Influences and Aviation Concerns
48:16 • 3min