Raphael Kassin, head of EMD hard currency at Itau, joins the Mistakes Were Made pod. He explains why you're not really an emerging market debt investor until you have experienced your first default. While many managers will be going through this for the first time with the Chinese debt and Evergrande crises, Kassin earned his spurs in 2001 during the Argentina default, a mistake he recounts in this episode.
Raphael Kassin, head of EMD hard currency at Itau, joins the Mistakes Were Made pod. He explains why you're not really an emerging market debt investor until you have experienced your first default. While many managers will be going through this for the first time with the Chinese debt and Evergrande crises, Kassin earned his spurs in 2001 during the Argentina default, a mistake he recounts in this episode.
Hosts Alex Steger, Frank Talbot, and Chris Sloley ask the best investors about their worst mistakes, and (crucially) what they learned from them.
We hear from some of the brightest minds in markets, advice, and analysis to glean their gravest errors and discover how they beat their blunders to become better investors today.