In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging, informative, and wide ranging discussion.
Morningstar: Empowering Investor Success.
For more information on Ox Capital Management visit our website.
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …
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Investment Podcast #14 – Emerging Markets
In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and …
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Investment Podcast #13 – Residential Real Estate
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Investment Podcast #12 – Longevity Risk
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Investment Podcast #11 – Active ETFs
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Investment Podcast #10 – Private Credit
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
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Investment Podcast #8 – Contrarian Investing
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Investment Podcast #7 – Navigating Portfolios Through Cycles
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Investment Podcast #16 – Index vs Active
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