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This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on August 22, 2024.
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Follow Angus Shillington on Twitter: https://x.com/angusshillingto
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Timestamps:
(00:00) Introduction
(00:18) Emerging Vs Developed Market Investing
(01:19) GDP Vs Equity Performance
(06:16) Risks & Rewards In Chinese Equities
(10:14) Chinese Real Estate Market
(11:54) Most Promising Emerging Market
(18:28) How India's Market Improved
(22:57) How India Companies Fund Themselves
(24:29) India's Favorable Demographics
(30:01) Best Performing Industries In India
(33:09) India Inflation
(35:31) India's Imports & Exports
(36:50) Indian Vs Chinese Equity Valuations
(45:58) Indian Investment Goals
(49:00) Indian Vs Chinese Financial Sector
(53:54) TSMC, NVIDIA, & The Semiconductor Market
(01:10:01) Does ASML Have A Monopoly
(01:12:26) Most & Least Favorable EMs
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
This interview was recorded on a drive down from Leen’s Lodge in rural Maine, as Talmon and Jack returned from “Camp Kotok,” the renowned retreat for prominent economists, wealth managers, traders, heads of research, and financial journalists. Talmon and Jack talk about the cooling labor market, modern monetary theory (MMT), private credit, and more.
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Follow Talmon Smith on Twitter https://x.com/talmonsmith
Latest articles by Talmon Smith for The New York Times: https://www.nytimes.com/by/talmon-joseph-smith
About Camp Kotok https://www.cumber.com/about/camp-kotok
Leen’s Lodge: https://leenslodge.com/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:33) The Soft Landing Is In View
(08:28) Companies Actually Do Pay Attention To Interest Rates When Hiring, Believe It Or Not
(17:26) Jack & Tal Rant About The Virtues Of A Flexible Centralized Currency
(18:53) Permissionless Ad
(19:51) Interview Continues
(26:42) The Sahm Rule Was Created To Inspire Action In Order to Prove Itself Wrong
(37:00) Outside of Banking Crisis of 2023, The Fed's "Pain" Has Yet To Show Itself
(42:37) The Treasury Market: How Much Does Supply Affect Yields?
(49:48) Modern Monetary Theory: Who Really Prints The Money?
(01:27:10) Jack's Personal Thoughts On Private Credit
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
