Beat the Downturn with Deep Value

Featuring Des Kinch

Des Kinch of Overseas Asset Management is an advocate of deep value investing. Since he believes that valuations for bonds and U.S. equities are at extreme levels, Des has gone hunting for opportunities in Asia and Europe, where he searches for deeply discounted and often illiquid investments that could weather a downturn in global markets. Filmed on May 14, 2018 in Grand Cayman.

Published on
4 June, 2018
Topic
Portfolio Management, Asia, Europe
Duration
30 minutes
Asset class
Bonds/Rates/Credit, Equities
Rating
18

Comments

  • TB

    Tad B.

    3 7 2018 13:47

    0       0

    Excellent interview.... I remember his last one too.
    This is exactly the type of stuff I want to see.
    👍🏻

  • SH

    Steve H.

    5 6 2018 11:50

    4       0

    Outstanding stuff. Well-reasoned and well worth listening to.

  • CR

    Cristian R.

    5 6 2018 09:16

    14       9

    How long does everyone have to complain about the music for you to do something about it?

    • JL

      John L.

      6 6 2018 03:47

      9       5

      For Heaven's Sake, stop complaining, everyone.
      The intro / ending music is catchy and cool. I for one like it. It certainly sounds a whole lot better than the competition ( ie the tired and boring intro music on CNBC and Bloomberg )

    • VS

      Valentin S.

      7 6 2018 00:54

      1       0

      agree

    • VS

      Valentin S.

      7 6 2018 00:54

      2       2

      Can't edit comment. I mean I agree with the complaint about the terrible music.

    • PD

      Pat D.

      13 6 2018 07:56

      3       0

      I think the music is quite cool.

    • MM

      Mario M.

      15 6 2018 04:16

      3       0

      Music is great, can I buy a CD of it. :-p

    • TM

      The-First-James M.

      26 6 2018 13:44

      0       0

      The music is great. Pretty cruisy for somebody who considers the following heavily melodic:

      https://www.youtube.com/watch?v=_k9ksnJrljw (2:03 in)

      Can't please everybody on an element that is so subjective. Personally, when it comes to musical taste, I'll take what I can get away with... :)

  • VC

    Vince C.

    5 6 2018 07:09

    3       0

    Agreed with below comments on a good interview. Although I take a different approach to markets the interviewee provides interesting perspectives.

  • FH

    Franz-Xaver H.

    5 6 2018 06:44

    5       0

    Very interesting to listen. Especially I like some of the charts, e.g. Unemployment / Recessions and Corporate Debt / GDP. If possible, it would be good to include the data sources for further checking and analysis.

  • NI

    Nate I.

    5 6 2018 04:49

    5       0

    Great guest. Hope Des Kinch returns to RV soon. Would have been nice to have heard the questions being asked.

    • MP

      Michael P.

      17 6 2018 03:32

      2       0

      Agree completely, Des is worthy fo the full Grant Williams treatment.

  • BM

    Blair M.

    5 6 2018 03:26

    0       0

    Can anyone tell me what file type the Transcripts are in. When I download them on my PC, the file type just displays as "file", and I cant open them.
    Thanks for any help.

    • FH

      Franz-Xaver H.

      5 6 2018 06:36

      0       0

      Had the same problem. Don't download. Just view the file first and then save it.

    • SL

      Shanan L.

      5 6 2018 12:27

      0       0

      It comes down as a .pdf for me, so just change your file name to include .pdf so your computer opens a pdf reader automatically.

    • SL

      Shanan L.

      5 6 2018 12:33

      0       0

      wow, a 61 MB pdf. I'm not sure why it needs to be such a large file for 14 pages and 9 charts.

    • DC

      Darren C.

      5 6 2018 20:06

      0       0

      I suspect the file size is due to the color background in the charts. The downloaded transcript was named 'transcript.pdf' on my linux computer.

  • MK

    Michael K.

    5 6 2018 02:51

    2       0

    Amazing content for pointing out deep value global single name opportunities.

    Please do something about the audio. It is too loud.

  • JM

    John M.

    5 6 2018 02:11

    1       0

    Good interview (I agree with others that the music is horrible).
    I wonder why Sberbank frequently comes up as a good Russian investment opportunity and not Gazprom?

  • hb

    henry b.

    5 6 2018 00:53

    6       3

    agree completely with the comments on the music that subscribers have to suffer through.
    We're dealing with financial presentations & discussion if we have to have music at all please at least try & make it unobtrusive !

    Henry B

  • LT

    Lucas T.

    4 6 2018 23:14

    13       4

    This music is the kind of music that you put in an ad to get new subs...exciting, makes you sit up and listen...Putting it in the actual content is jaring. I think you can take the excitement level down a notch and add in some class.

  • jd

    james d.

    4 6 2018 22:13

    14       4

    the music is very unnecessary and detracts from the overall great quality of content.

  • NH

    Neil H.

    4 6 2018 20:47

    2       0

    very well thought out discussion on both his approach as well as his positions. would be interested in how much cash he would raise when the downturn arrives so he does not give back a good portion of his returns.

  • DD

    Daniel D.

    4 6 2018 19:52

    9       0

    I really like his steady, thoughtful approach. Appreciate giving specific names as well. Thank you!

  • bm

    brian m.

    4 6 2018 19:04

    32       6

    The Intro music is getting very annoying

  • SB

    Samuel B.

    4 6 2018 18:35

    2       0

    very sober solid interview

  • JH

    Jon H.

    4 6 2018 16:54

    14       2

    Please bring Mr. Kinch back soon, and no less than a six hours interview please :) This was exceptionally useful! Thanks!

  • MB

    Matthias B.

    4 6 2018 10:11

    5       0

    interesting view on the Renmimbi

  • RK

    Robert K.

    4 6 2018 09:39

    32       0

    Very sober. Nice interview.