John Paul Smith – Think Piece

Featuring John Paul Smith

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week John Paul Smith, founder of Ecstrat, tells us what’s on his radar.

Published on
23 February, 2015
Topic
Emerging markets, Investment Framework
Duration
34 minutes
Asset class
Equities, Currencies
Rating
10

Comments

  • AP

    Alfonso P.

    17 3 2017 12:50

    0       0

    a rewind could be very interesting after 2 years.

  • PD

    Paul D.

    15 3 2015 08:32

    0       0

    Seriously switched on - EM Guru!

  • BD

    Barry D.

    1 3 2015 15:10

    1       0

    1st 3 min, blinked 4times!!!

  • LM

    Leland M.

    27 2 2015 16:14

    4       0

    Excellent presentation. Another Real Vision presenter that sees a problem in China with a resultant devaluation of the Yuan. Over all another interesting way to look at markets.

  • PF

    Peter F.

    25 2 2015 17:08

    8       0

    Compulsive viewing. Great insight. We really must have a regular (6 monthly?) update from John-Paul (review & latest)

  • JW

    Jim W.

    23 2 2015 22:36

    7       0

    Great talk. Made me realize that it's necessary to put a "governance discounter" when valuing companies like Gazprom.

  • FC

    FRED C.

    23 2 2015 20:50

    6       0

    GOOD AND TO THE POINT. USEFUL INFORMATION AND SOMETHING TO TAKE AWAY AS AN INVESTOR. GOOD RATIONALE AS TO THE WHY.

  • KA

    Kelly A.

    23 2 2015 19:32

    5       0

    Clear. Succinct. Useful and committed rationales for his points of view. His candor is charming. Thanks!

  • MS

    Mario S.

    23 2 2015 18:12

    11       0

    Extremely well done. Excellent insight and ample risk factors for the audience to ponder and consider prior to future investments in the Emerging Markets.

  • AA

    Ali A.

    23 2 2015 18:05

    8       0

    Excellent delivery... No fillers