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    Emerging value — Grant’s Interest Rate Observer Ep. 63 (Podcast)

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

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    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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