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Show Notes

[00:02:26] – (First Question) – Most memorable travel experience since the beginning of Firebird

[00:05:41] – How Harvey got interested in emerging markets investing, specifically, Eastern Europe and Russia

[00:10:01] – How does the landscape for emerging markets today compare to when he first started

[00:12:29] – What are the factors of an emerging market to look at and why do some not pan out

[00:15:04] – Do countries have to meet minimum criteria before Harvey and his team will even start to do work on an emerging market

[00:17:32] – How does Harvey distinguish between frontier and emerging markets

[00:18:37] – Thoughts on the access points that regular investors have into emerging markets, such as ETF’s and Mutual Funds

[00:23:47] – How does Harvey think about risk exposure when constructing a portfolio

[00:25:56] – Looking at the bottom up part of the equation, what factors within a company or sector are considered as part of the investing decision

[00:31:05] – Dividends in emerging markets

[00:33:09] – How do US equities stack up as an investment against fixed income

[00:34:53] – The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel

[00:36:52] – How do US equities stack up as an investment against emerging markets

[00:39:38] – What type of investor allocate funds to emerging markets

[00:42:36] – The value of travel in understanding emerging markets

[00:47:02] – Biggest mistakes that emerging market investors make

[00:51:32] – What in today’s markets has the smell of opportunity

[00:52:36] – Harvey’s interest in Via

[00:53:42] – Interest in buying gold coins

[00:56:49] – If Harvey could only choose one country to visit, business or pleasure, where would he go

[00:57:51] – Kindest thing anyone has done for Harvey