Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Emerging Markets Matter
30 minutes Posted Apr 30, 2026 at 12:00 pm.
Introduction to Emerging Markets
Mark Mobius: The Bald Eagle
Importance of Emerging Markets
Portfolio Diversification Strategies
Investing in All-Encompassing Funds
Listener Questions: Currency Exchange Risk
Diversification Beyond the U.S.
Understanding Your Investment Strategy
Wrap-Up and Future Discussions
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Show notes
This podcast audio was accidentally posted yesterday, so you might want to listen to our 4/29 episode, if you’ve already heard this one. A listener-inspired revisit of emerging markets investing—sparked by the legacy of Mark Mobius—highlights why most investors are dramatically underexposed to this critical asset class. Don and Tom explain that while emerging markets bring higher volatility and currency risk, they also offer diversification, access to faster-growing economies, and exposure y...