Idiosyncratic Opportunities in Nuanced EM – Edward Misrahi

Featuring Edward Misrahi

Veteran hedge fund manager and emerging markets specialist, Edward Misrahi of Ronit Capital, applies his decades of experience and independent thought to the current investment landscape. Changed dynamics for emerging markets mean that opportunities today are much more nuanced and with Brazil’s emergence from a perfect storm, Edward’s unconventional analysis also stretches to China, India, Mexico and Turkey. Filmed on February 1, 2017 in London.

Published on
14 February, 2017
Topic
Emerging markets, EMEA, Frontier Markets
Duration
40 minutes
Asset class
Bonds/Rates/Credit, Commodities, Currencies, Equities
Rating
12

Comments

  • VK

    Viresh K.

    1 6 2017 18:11

    0       0

    Only 400 likes is ludicrous on this video! Such a good summary of EM

  • RG

    Ramon G.

    1 3 2017 02:28

    1       0

    excellent

  • PR

    Peter R.

    23 2 2017 13:07

    2       0

    Really enjoyed the nuanced views expressed here. Also agreed that the interview did an extremely good job shaping the conversation without driving the conversation to a specific direction.

  • ML

    Micah L.

    16 2 2017 00:06

    3       0

    The discussion on investor psychology at the end is worth the yearly subscription price alone.

  • MA

    Mark A.

    15 2 2017 14:40

    5       2

    Its good to hear some non-binary views. Not everything is a trade, and even if it is, we don't need to do it. Lesson #1.

  • FC

    FRED C.

    15 2 2017 12:19

    5       0

    terrific interview, clear, concise, very informative and information with which decisions can be thought through......both edward and ian did a great job..........

  • bs

    bernard s.

    15 2 2017 03:41

    5       0

    excellent colour and thoughts. thank you Edward

  • EF

    E F.

    14 2 2017 22:53

    7       0

    much agreed, great input and interviewer

  • MY

    Madjid Y.

    14 2 2017 20:36

    19       1

    Great one. Good coverage of EM and EM currencies.
    Edward Misrahi interview came at the right time. Good interviewing skills – no interruptions

  • TW

    Tom W.

    14 2 2017 20:22

    6       0

    Excellent interview! You have to make objective investment decisions and be cautious not to fall in love with a story! - Tom (for more, please see my first post on objective-investor.com)