John Paul Smith – Think Piece

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

John Paul Smith – Think Piece

Featuring John Paul Smith

Published on: February 23rd, 2015 • Duration: 34 minutes • Asset Class: Currencies, Equities • Topic: Investment Framework, Emerging markets

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.

Comments

  • AP
    Alfonso P.
    17 March 2017 @ 12:50
    a rewind could be very interesting after 2 years.
  • PD
    Paul D.
    15 March 2015 @ 08:32
    Seriously switched on - EM Guru!
  • BD
    Barry D.
    1 March 2015 @ 15:10
    1st 3 min, blinked 4times!!!
  • LM
    Leland M.
    27 February 2015 @ 16:14
    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 February 2015 @ 17:08
    Compulsive viewing. Great insight. We really must have a regular (6 monthly?) update from John-Paul (review & latest)
  • JW
    Jim W.
    23 February 2015 @ 22:36
    Great talk. Made me realize that it's necessary to put a "governance discounter" when valuing companies like Gazprom.
  • FC
    FRED C.
    23 February 2015 @ 20:50
    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 February 2015 @ 19:32
    Clear. Succinct. Useful and committed rationales for his points of view. His candor is charming. Thanks!
  • MS
    Mario S.
    23 February 2015 @ 18:12
    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 February 2015 @ 18:05
    Excellent delivery... No fillers