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Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan

Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan

FromValue Hive Podcast


Emerging Markets, Alternative Assets & Worldly Wisdom w/ Tiho Brkan

FromValue Hive Podcast

ratings:
Length:
122 minutes
Released:
Jan 29, 2021
Format:
Podcast episode

Description

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments, Distressed) & Stock market (Indexes & Sectors) asset buckets.
I'm stoked to bring you this conversation. Tiho is an incredible investor, thinker, and genuinely great human being. Listening to him talk you can feel the excitement he has for his craft. He's a devout student of history, which you'll learn as you listen. Our conversation runs the gambit and includes:
How to find deals Lessons from the family business What it means to invest globally Why you should travel if you want to invest around the world The power of studying history Finding asymmetric and uncorrelated ideas
And more!
Here's the time-stamp:
[4:10] Tiho's Early Life And Background [19:17] Asia's Exploding Middle Class [35:01] Tremendous Opportunity In Europe [51:02] Investment Idea: Litigation Finance [75:05] High Valuations & High Returns ... For How Long [93:42] 50%+ Returns in Luxury Real Estate [111:18] You Can Be Bearish & Long [116:13] Closing Questions
If you enjoyed our conversation please leaving a rating and review! It helps spread the word about our podcast and helps us make it better.

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Jan 29, 2021
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support