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EssentialThe Essential Conversation

"It's Time to Start Nibbling," Says Legendary Investor

Featuring Maggie Lake and Mark Mobius

Aug 11, 2022 • 49 minutes

Essential

The Essential Conversation

"It's Time to Start Nibbling," Says Legendary Investor

Don't paint all emerging markets with a broad stroke, there's money to be made right now, according to Mark Mobius.

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Featuring Maggie Lake and Mark Mobius

Aug 11, 2022 • 49 minutes

Emerging Markets pioneer Mark Mobius believes a military conflict between China and Taiwan is the most worrying possibility on the macro landscape right now, but that’s not stopping him from picking up opportunities. In his view, the strong U.S. dollar isn’t the ‘wrecking ball’ it’s been dubbed. He’s using a bottom-up approach and a long-term time horizon to spot companies that benefit from having a weaker currency. He’s particularly upbeat about India, Mexico, South Africa and Turkey. Even though he's strong on digital payments, cryptocurrency is one asset class where he’s not a believer. “The price of a crypto is based on faith”, he says, and when people lose faith, “it becomes worthless”. Recorded on August 8th, 2022.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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