The Intrinsic Value Podcast - The Investor’s Podcast Network MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter
Dec 8, 2023
Kevin Carter, an expert in emerging and frontier markets, discusses getting started investing internationally, lessons from shorting Amazon, and the importance of investing in the emerging market consumer sector. He also highlights concerns about fraud and accounting standards in China.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Transition to Value Investing
02:39 • 20min
Renting on Airbnb, NetSuite Cloud Financial System, and a Masterclass on Building Confidence
23:08 • 3min
The Experience of Test Driving a Tesla Model S
26:22 • 22min
Sponsor Ads and Masterclass with Whitney Wolf Herd
48:37 • 4min
Investing in Emerging Markets and the Creation of an Emerging Markets ETF
53:07 • 14min
Investor Concerns: Fraud and Accounting Standards in China
01:06:58 • 12min