Ranging from a hedge fund career in New York to an entrepreneurial career in Latin America, Ian Bezek has developed a global perspective on markets, which plays out on his Marketplace service, Ian's Insider Corner. He joins the Marketplace Roundtable to talk about a wide range of topics, ranging from Mexican stocks to commodity ETFs.
Topics covered:
3:00 - What are Ian's core investment principles? Growth v.s Value investing. 4:15 - Are spinoffs just gimmicks? 6:15 - Important to invest in high quality companies rather than chasing yield. 7:15 - Fed hikes bigger concern than trade war. 8:10 - Bond markets look interesting as people are over concerned about higher rates. 9:30 - Community banks looks good for takeover premium. 11:30 - There are opportunities in Mexico such as Pacific Airport Group. 15:15 - S&P could hit 3000 this year. Economy is strong. Concerns about demographics persist. 20:00 - Good sector: Banks as interest rate margins continue to improve. 22:00 - The challenge with commodity ETFs, and the potential commodity bull market.
