The Revenge of Inflation! & Kazakhstan: The Investing Future???
In episode 192 of the Payne Points of Wealth, we chat with Sean Fieler, President and Chief Investment Officer (CIO) of Equinox Partners Investment Management, about looming inflation risks and the exciting (often wild) opportunities in frontier markets like Kazakhstan, the Republic of Georgia, and beyond.
Sean leads a team at Equinox Partners, a Connecticut-based asset management firm renowned for its strategic, long-term investments in high-quality public companies. Mr. Fieler and his associates specialize in acquiring businesses that trade below their intrinsic value, with a strong emphasis on corporate management and governance.
Join us as Sean shares his insights on inflation and uncovering hidden investment gems in emerging markets. Discover how his extensive travels and hands-on approach with portfolio companies and shape his investment strategies. Tune in for an enlightening discussion on protecting your wealth and exploring new frontiers in the world of investing!
Hidden Facts of Finance
Private markets are booming and expected to reach more than 15 trillion this year, up from 10 trillion in 2021, according to S&P Global. Most private investments are illiquid, requiring you to tie up your money for long periods. Funds could also be subject to gating, the practice of managers limiting investor redemptions after requests hit a certain limit, a problem investors in Blackstone’s Real Estate Fund recently confronted in 2022.
The wild success of spot based Bitcoin exchange traded funds launched about a year ago. The ETF has swelled to about $120 billion in assets, earning fees for managers like BlackRock and Fidelity, as well as the custodians of the underlying Bitcoin like Coinbase.
