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Grant’s Current Yield Podcast

Sep 7, 2018

John Haskell, head of research at Explorador Capital Management, joins Grant’s to assess opportunities in the particularly beaten down realm of emerging markets.

2:01 Where’s the value?

6:45 Argentina, bottom up investing under macro duress

10:43 Other opportunities in South #America

15:30 Implications of a bearish reversal in the U.S.

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