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422 TIP. Frontier Market investing w/ Maciej Wojtal

Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:16 – Why you want to be invested in a stock market that is opening-up
0:14:04 – The bull and bear case of investing in Iran. One of the biggest frontier markets in the world
0:25:40- Why the Iranian stock market has performed better than the S&P500 and will continue to do so.
0:39:57 – Iranian rial currency
0:50:50 – Why Iran might be the investment opportunity of a generation
1:08:10 – What implications would the politics in Iran have for investors

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?? PAST EPISODES MENTIONED
– TIP132: Raoul Pal – Macro Investing & New Opportunities – https://youtu.be/oEcKlMXXIUA

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