Emerging Markets: "Back the truck up"

Emerging Markets: "Back the truck up"

A contrarian take, in light of the current negative environment

Show notes

CIO David Bahnsen discusses the state of emerging markets and the events influencing them.

Topics discussed:

  1. Companies with strong domestic sources of revenue vs. those who are export driven
  2. Rising Dollar
  3. Fears around trade and tariffs

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Hosts

David Bahnsen

David Bahnsen

David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.

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