Money For the Rest of Us Are Emerging Markets Bonds a Once in a Generation Opportunity?
Apr 10, 2024
Analysts discuss the attractiveness of investing in emerging market bonds, comparing their performance to U.S. bonds and examining default rates. They explore the differences between local currency and USD-denominated bonds and discuss reform efforts in emerging market nations. Investment options, risks, and potential outcomes in the emerging markets bond market are analyzed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Impact of US Dollar Overvaluation on Emerging Markets Debt
01:41 • 5min
Debating Market Inflection Points and Investment Opportunities
06:22 • 3min
Navigating Risk and Reward in Emerging Markets Bonds and Equities
09:12 • 8min
Comparison of Bond Holdings and Promotion of Monarch Money App
17:26 • 2min
Exploring Investment Options in Emerging Markets Bonds
19:33 • 5min
Exploring Investment Opportunities in Emerging Markets Bonds
24:38 • 2min