Investing in Diversified Emerging Market (EM) ETFs Versus Country-specific Ones w/ Ian Bezek (MI243)

💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/s... 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: https://www.theinvestorspodcast.com/y... Rebecca Hotsko chats with Ian Bezek. In this episode, they discuss what’s behind the recent strength in some Latin American countries’ equities markets, does Ian see these trends persisting, the pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country-specific ones, why the Brazilian ETF is paying over a 12% dividend yield, and is this sustainable, how to choose country specific EM ETFs, what to look for, the risks of investing in this market, why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks, Ian shares some of his long-term hold stock picks in the defensive sector that offer solid dividends, the strength in the US dollar, which companies is it hurting the most and who is benefitting, his thoughts on bank stocks and their resiliency if the economic picture gets worse, and much, much more!  Ian is a writer for Seeking Alpha and an entrepreneur living in Latin America. Previously, he worked for Kerrisdale, a New York activist hedge fund.  IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:16 - What’s driven the recent strength in many Latin American countries' equity markets 00:03:50 - The opportunities of investing in Latin American markets, and which in particular 00:13:23 - What happens to an investor’s funds if an ETF shuts down? 00:14:08 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country-specific ones 00:19:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable? 00:22:11 - The risks of investing in this market 00:30:10 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages, and banks 00:30:32 - Ian shares some of his long-term hold stock picks in the defensive sector that offer solid dividends 00:36:43 - How to choose country-specific EM ETFs, what to look for 00:37:09 - How to make sure a dividend is sustainable 00:39:00 - The strength in the US dollar, which companies is it hurting the most, and who is benefitting? 00:46:50 - His thoughts on bank stocks and their resiliency if the economic picture gets worse 🎧 Listen to our episodes here: https://open.spotify.com/show/7dnn22E... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/m... ▶️ RELATED EPISODES: ( MI228) Investing in Emerging & Frontier Markets w/ Asha Mehta: https://www.theinvestorspodcast.com/m... 💡 OTHER RESOURCES Connect with Ian:   / irbezek   Check out Ian’s writing on Seeking Alpha: https://seekingalpha.com/author/ian-b... Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙 On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://bit.ly/3L0EmHU ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ WHO I AM: I’m Rebecca Hotsko, an investor and entrepreneur 💼 based in Canada; co-founder of a luxury boat ⛵ sharing club in Kelowna, British Columbia. I graduated from the University of Saskatchewan with a bachelor’s degree 🎓 in Economics and completed CFA levels I and II. I gained valuable experience working as an analyst for the Bank of Canada 🏦, the federal energy regulator, and in investment management. My passion for teaching others how to invest using time-tested strategies backed by empirical data led me to create an investing blog 💻 in 2020. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ GET IN TOUCH WITH ME 💬: I’d love to hear from you! Send me a tweet 🐦 directly at   / rebecca_hotsko   if you’d like to have a quick exchange of thoughts! ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.