Emerging Markets Inside Out Edward Misrahi

Published on
July 22nd, 2016
Duration
56 minutes

Emerging Markets Inside Out Edward Misrahi

The Interview ·
Featuring Edward Misrahi

Published on: July 22nd, 2016 • Duration: 56 minutes

Seasons Greetings from all of us at Real Vision TV. As another year comes to an end, we’ve prepared a specially curated selection of what we think are some of our best videos from 2016, to keep you going over the festive period. Enjoy repeat performances from some of the investing greats that graced the Real Vision screen this year, including Jim Rogers, Kyle Bass, Jeff Gundlach and more. Scroll down for the full selection. To kick things off, Edward Misrahi, Goldman Sachs alum and founder of Eton Park, takes us on a grand tour of the word’s emerging markets, highlighting the potential risks and best opportunities to profit. We won’t be putting out any new videos until 2 January - as Milton needs some time off too - when we’ll be back with more great content. Until then, we’ll see you on the beach!

Comments

  • HA
    Hammad A.
    10 January 2017 @ 18:58
    Pakistan stock market has delivered more than 50% in 2016 and there was no coverage at all in this interview.
  • RG
    Ramon G.
    1 January 2017 @ 17:25
    Im a venezuelan shipbroker, based in Venezuela, and i cant agree more with this guy.. Lots of investor running out of their venezuelan positions now and some clever guys are buying cheap.
  • Js
    Johns s.
    30 December 2016 @ 13:34
    Good informations
  • TB
    Tad B.
    29 December 2016 @ 00:54
    Cool guy, with a great outlook on things. Thanks RV….. and Merry Christmas.
  • SB
    Sam B.
    28 December 2016 @ 18:50
    Great interview. Funnily enough his best short idea is one anyone retail investor can do. Put options on Deutsche stock are a no-brainer... to quote Alex Gurevich, "they're incredibly, unbelievably, egregiously cheap"
  • ML
    Michael L.
    28 December 2016 @ 07:13
    this guy looks like Einstein
  • Sv
    Sven v.
    27 December 2016 @ 20:25
    Great interview and interesting view on brazil bond market returns
  • JH
    John H.
    26 December 2016 @ 08:21
    interesting to see people think CHINA will model through while 、、there is so much negativitu on CHINA right now
  • JH
    John H.
    26 December 2016 @ 08:20
    in…
  • RM
    Rainer M.
    14 August 2016 @ 16:42
    The points about that Kenyan bank and liquidity rallies in Frontier Markets was an interesting point. SHORT Turkey BIST 30 on a 6 month view was the other key take away for me.
  • BC
    Brian C.
    14 August 2016 @ 06:08
    Exactly the kind of content I wanted to see subscribing to RV. Engaging, erudite, and thoroughly enjoyable. Great work, gents.
  • DC
    Dennis C.
    10 August 2016 @ 05:04
    Out of the money puts. Love it.
  • ON
    Oskar N.
    9 August 2016 @ 21:42
    Check out Fairfax India as an interesting India bet.
  • MK
    Mark K.
    1 August 2016 @ 04:33
    Brilliant perspective, delivered in humble style!
  • WM
    Will M.
    30 July 2016 @ 20:52
    Great guy, tremendous knowledge, eloquent thinker and talker. Great Turkey call!
  • WK
    William K.
    30 July 2016 @ 02:03
    this single interview was worth the price of the RV subscription - brilliant
  • PG
    Phillip G.
    26 July 2016 @ 04:26
    God, both Raoul and Edward are literally brilliant, and I f'ing love RealVision TV. I don't watch any regular TV at all. Only RealVision TV and Internet news sources. What does that say about my personality?
  • JC
    John C.
    25 July 2016 @ 15:42
    very smart guy and very prescient on Turkey. Was good to hear that he's bullish on Brazil (well government bonds at least). Really like this 'trip around the world'
  • JC
    John C.
    25 July 2016 @ 15:42
    very smart guy and very prescient on Turkey. Was good to hear that he's bullish on Brazil (well government bonds at least). Really like this 'trip around the world'
  • EA
    Ellen A.
    24 July 2016 @ 23:19
    Real Vision is all about pros and cons and listening to all points of view......so....I like the wallpaper. :>) :>) tres chic .... enough said.
  • BE
    Baha E.
    24 July 2016 @ 17:24
    Finally, someone talks about Turkey.
  • AB
    ARIEL B.
    24 July 2016 @ 07:25
    Fantastic interview. Full of ideas. Well done Real Vision/Raoul.
  • LC
    Liliana C.
    24 July 2016 @ 05:25
    A real pleasure to listen in on this conversatio. Eton Park has gone down in recent years, perhaps because he left? Thanks Raoul for introducing him to us!
  • FC
    Fractal C.
    23 July 2016 @ 21:15
    That India stock is HDFC Bank! His country calls are pretty accurate I think - long Brazil, India but short South Africa!
  • CB
    CHRISTOPHER B.
    23 July 2016 @ 16:02
    Brilliant trip around the world. What strikes me is that after all of it, European bank exposures remain a distinctly unstable finger of instability. I wonder, if/when DB goes under, how or if the contagion can be contained and whether nearly everything can be bought significanlty lower? Would appreciate any thoughts on that.
  • AB
    Alain B.
    23 July 2016 @ 12:21
    Prescient call on Turkey!
  • YM
    Yit M.
    23 July 2016 @ 07:55
    Extremely insightful, with clear and thought provoking views.
  • PC
    Peter C.
    23 July 2016 @ 04:47
    Fantastic. Loved Edward's deep understanding of so many countries and his way of simplifying and getting to the crux of the issue. Thank you.
  • BF
    Bruce F.
    23 July 2016 @ 03:59
    totally brilliant. makes the entire subscription worthwhile
  • RB
    Rob B.
    23 July 2016 @ 00:07
    The one take away was pricing for liquidity. Have to plan your escape (and how difficult that is) prior to your buy. This is also a lesson in EM and in DM, when the trade is headed away from consensus direction. Excellent thought provoking piece! great work!
  • RA
    Robert A.
    22 July 2016 @ 20:42
    Incredible breadth. Just when I thought Raoul had wrung him dry....he blasts off on South Africa. A nice tutorial on portfolio Liquidity management in here as well. Top notch interview with Raoul at his best in HIS wheelhouse.
  • JL
    Jeremy L.
    22 July 2016 @ 20:10
    Wow, interesting guy. Tour de force of fascinating content about EM investing, including what he focuses on. Also good to see Raoul open up about global macro.
  • JF
    Jonathan F.
    22 July 2016 @ 18:56
    Fair amount of confusion on the Modi government. It has utterly failed to rein in Hindu militants, including on the diplomatic front. Sure, buy the index, but you don't give Modi much credit when it goes up.
  • PN
    Paul N.
    22 July 2016 @ 17:10
    Great information and insight.
  • RM
    Richard M.
    22 July 2016 @ 16:53
    Wow - fascinating interview! Very enjoyable to watch AND very informative. This is why I subscribe to RV - thanks guys!
  • NR
    Nuno R.
    22 July 2016 @ 16:14
    One word to describe this interview: Brilliant. Fantastic overview of EM.
  • RR
    Robert R.
    22 July 2016 @ 15:20
    Who ever did the wall paper in that room should be shot
  • RP
    Raoul P. | Founder
    22 July 2016 @ 14:16
    I really loved doing this interview. Edward has such a massively broad knowledge about places that no one knows anything about. There is so much in here when I watch it again...