Kevin Carter, Founder and CIO of EMQQ Global, emphasizes the growth potential of India's tech sector, comparing it to China's boom. He discusses environmental risks, his experiences playing Blackjack with Burton Malkiel, challenges in investing in emerging markets, the rise of the digital consumer in emerging markets, the impact of technology in India's development, and investing experiences in South Asia.

Kevin Carter, founder of EMQQ Global, specializes in India's booming internet market, while Todd Sohn from Strategas Securities analyzes ETF trends. They discuss India's impressive demographic advantages and rapid economic growth, driven by a robust digital infrastructure. The conversation highlights the explosive growth in India's internet and e-commerce sectors, contrasting it with China's market conditions. They also explore the potential of the ETF market in 2024, predicting significant growth and shifts in global investment dynamics.

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.