MI243: Investing In Latin America w/ Ian Bezek

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>03:26 - What’s driven the recent strength in many Latin American countries' equity markets?&nbsp;</li><li>14:09 - The pros and cons of investing in broadly diversified emerging market (EM) ETFs versus country specific ones.&nbsp;</li><li>22:22 - Why is the Brazilian ETF paying over a 12% dividend yield, and is this sustainable?</li><li>24:56 - The risks of investing in this market.&nbsp;</li><li>31:27 - Why Ian likes investing in less glamorous industries such as infrastructure, food, beverages and banks.&nbsp;</li><li>31:27 - Ian shares some of his long term hold stock picks in the defensive sector that offer solid dividends.&nbsp;</li><li>41:02 - How to choose country specific EM ETFs, what to look for.&nbsp;</li><li>42:51 - The strength in the US dollar, which companies is it hurting the most and who is benefiting?&nbsp;</li><li>49:33 - His thoughts on bank stocks and their resiliency if the economic picture gets worse.&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out Ian’s writing on:<strong> </strong><a href="https://seekingalpha.com/author/ian-bezek" rel="noopener noreferrer" target="_blank"><strong>Seeking Alpha</strong></a>.</li><li>Related Millennial Investing Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/investing-in-emerging-and-frontier-markets/" rel="noopener noreferrer" target="_blank"><strong>Investing in Emerging &amp; Frontier Markets w/ Asha Mehta - MI228</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.the