Emerging Markets Inside Out – Edward Misrahi

Featuring Edward Misrahi

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!

Published on
22 July, 2016
Topic
Macro, Frontier Markets, Global Investment
Duration
56 minutes
Asset class
Equities, Bonds/Rates/Credit, Currencies
Rating
29

Comments

  • HA

    Hammad A.

    10 1 2017 18:58

    0       2

    Pakistan stock market has delivered more than 50% in 2016 and there was no coverage at all in this interview.

  • RG

    Ramon G.

    1 1 2017 17:25

    0       0

    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 12 2016 13:34

    2       0

    Good informations

  • TB

    Tad B.

    29 12 2016 00:54

    2       0

    Cool guy, with a great outlook on things.
    Thanks RV….. and Merry Christmas.

  • SB

    Sam B.

    28 12 2016 18:50

    2       0

    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 12 2016 07:13

    0       0

    this guy looks like Einstein

  • Sv

    Sven v.

    27 12 2016 20:25

    0       1

    Great interview and interesting view on brazil bond market returns

  • JH

    John H.

    26 12 2016 08:21

    0       1

    interesting to see people think CHINA will model through while 、、there is so much negativitu on CHINA right now

  • JH

    John H.

    26 12 2016 08:20

    0       1

    in…

  • RM

    Rainer M.

    14 8 2016 16:42

    1       0

    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 8 2016 06:08

    7       0

    Exactly the kind of content I wanted to see subscribing to RV. Engaging, erudite, and thoroughly enjoyable. Great work, gents.

  • DC

    Dennis C.

    10 8 2016 05:04

    0       0

    Out of the money puts. Love it.

  • ON

    Oskar N.

    9 8 2016 21:42

    1       0

    Check out Fairfax India as an interesting India bet.

  • MK

    Mark K.

    1 8 2016 04:33

    3       0

    Brilliant perspective, delivered in humble style!

  • WM

    Will M.

    30 7 2016 20:52

    0       0

    Great guy, tremendous knowledge, eloquent thinker and talker. Great Turkey call!

  • WK

    William K.

    30 7 2016 02:03

    2       0

    this single interview was worth the price of the RV subscription - brilliant

  • PG

    Phillip G.

    26 7 2016 04:26

    6       1

    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 7 2016 15:42

    2       0

    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 7 2016 15:42

    0       0

    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 7 2016 23:19

    3       0

    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 7 2016 17:24

    3       0

    Finally, someone talks about Turkey.

  • AB

    ARIEL B.

    24 7 2016 07:25

    6       0

    Fantastic interview. Full of ideas. Well done Real Vision/Raoul.

  • LC

    Liliana C.

    24 7 2016 05:25

    2       0

    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 7 2016 21:15

    5       0

    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 7 2016 16:02

    2       0

    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 7 2016 12:21

    3       0

    Prescient call on Turkey!

  • YM

    Yit M.

    23 7 2016 07:55

    2       0

    Extremely insightful, with clear and thought provoking views.

  • PC

    Peter C.

    23 7 2016 04:47

    6       0

    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 7 2016 03:59

    5       0

    totally brilliant. makes the entire subscription worthwhile

  • RB

    Rob B.

    23 7 2016 00:07

    5       0

    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 7 2016 20:42

    14       0

    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 7 2016 20:10

    11       0

    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 7 2016 18:56

    2       4

    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 7 2016 17:10

    3       0

    Great information and insight.

  • RM

    Richard M.

    22 7 2016 16:53

    6       2

    Wow - fascinating interview! Very enjoyable to watch AND very informative. This is why I subscribe to RV - thanks guys!

  • NR

    Nuno R.

    22 7 2016 16:14

    5       1

    One word to describe this interview: Brilliant. Fantastic overview of EM.

  • RR

    Robert R.

    22 7 2016 15:20

    9       15

    Who ever did the wall paper in that room should be shot

  • RP

    Raoul P.

    22 7 2016 14:16

    86       0

    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...