MI243: Investing In Latin America w/ Ian Bezek

49 min • 22 december 2022

IN THIS EPISODE, YOU’LL LEARN:

03:26 - What’s driven the recent strength in many Latin American countries' equity markets?
14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones.
22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?
24:56 - The risks of investing in this market.
31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks.
31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends.
41:02 - How to choose country specific EM ETFs, what to look for.
42:51 - The strength in the US dollar, which companies is it hurting the most and who is benefiting?
49:33 - His thoughts on bank stocks and their resiliency if the economic picture gets worse.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Ian’s writing on: Seeking Alpha.
Related Millennial Investing Episode: Investing in Emerging & Frontier Markets w/ Asha Mehta - MI228.

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