What are the risks and opportunities of investing in frontier equity markets? Topics covered include: What are the criteria used to determine whether a country's stock market is considered a frontier, emerging, or developed marketWhy some countries aren't included in any MSCI stock indexHow large are frontier markets in terms of population, economic output, and equity marketsHow frontier market's favorable demographic profile make them attractive, but might not lead to higher investment returnsWhat are the risks of investing in frontier marketsHow expensive or cheap are frontier marketsWhat have been frontier market's historical returns, volatility, and maximum drawdownsWhat are ways to invest in frontier markets Become a Subscriber and listen to the episode ad-free on Spotify or your preferred podcasting app. Only $4.99 per month plus tax. Subscribe here. Thanks to Mint Mobile and LinkedIn for sponsoring the episode. For more information on this episode click here. Show Notes MSCI Market Classification MSCI 2020 Market Classification Review Kuwait’s Move from Frontier to Emerging Market—MSCI Frontier markets Longer Term Investments (LTI) by Corinne de Boursetty—UBS (PDF download) Frontier Markets: A Comparative Analysis by Cliff Quisenberry—Investment & Wealth Institute Urbanisation and Economic Growth: The Arguments and Evidence for Africa and Asia by Ivan Turok and Gordon McGranahan Why globalists and frontier-market investors love Vietnam—The Economist The Effects of Board Structure on Corporate Performance: Evidence from East African Frontier Markets by Yilmaz Guney, Ahmet Karpuz, and Gabriel Komba Related Episodes 233: Is An Emerging Markets Crisis Imminent? 328: Are You Underweight Chinese Stocks? Pros and Cons of Investing in China 341: How to Overcome Investing Fears See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What are ways to invest in water and is it an attractive investment? Topics covered include: How water rights work and how they have been overallocated in the Colorado River basin.Why agriculture uses the vast majority of water in the southwestern U.S. while contributing only a few percentage points to the region's gross domestic product.Why hedge fund manager Michael Burry invests in farmland instead of water rights.What ETFs are available to invest in waterWhat have the historical returns been for water stock investing, what are current valuations, and what is the expected long-term revenue growth. Become a Subscriber and listen to the episode ad-free on Spotify or your preferred podcasting app. Only $4.99 per month plus tax. Subscribe here. Thanks to Blinkist and Policygenius for sponsoring the episode. For more information on this episode click here. Show Notes Beyond the Signing by Laura Paskus—Water Education Colorado Where the Water Goes: Life and Death Along the Colorado River by David Owens What Happens When The Colorado River Runs Dry—Science Friday Editorial: There is no drought by The Times Editorial Board New Mexico’s coming megadrought highlights farmers’ control of water by Cody Nelson, Capital & Main—New Mexico Political Report Arizona | The Economic Contributions and Impacts of U.S. Food, Fiber, and Forest Industries—University of Arkansas Department of Agriculture U.S. Southwest, Already Parched, Sees ‘Virtual Water’ Drain Abroad by Diana Kruzman—Coyote Gultch Brazil’s Worst Water Crisis in 91 Years Threatens Power Supplies by Walter Brandimarte and Gerson Freitas Jr—Bloomberg Green Does Arizona really use less water now than it did in 1957? by Andrew Nicla—azcentral. Arizona’s Groundwater Management Act at Forty: Tackling Unfinished Business by Kirsten H. Engel, Esther Loiseleur, Elise Drilhon Michael Burry, Real-Life Market Genius From The Big Short, Thinks Another Financial Crisis Is Looming—by Jessica Pressler—Intelligencer Global water crisis: Investing in water—Fidelity Related Episodes 301: Use Caution with Alternative Investments 334: How To Invest In Farmland 336: Own What Is Real See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.