Kevin Elliott

speaker
823 appearances 2 recordings 1 series first heard Jul 2026 last heard 15 Sep

Kevin Elliott’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

Appearances

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What you're doing is you're putting your 100 euro into a much broader base of companies.
So for instance, MSCI World Index is between 8,000 and 9,000 companies.
Wow.
So it just means that the impact, the shock, if there is a big AI reset or if there is an issue with, you know, the oil crisis that we've seen in the Middle East, it won't be felt as much.
So someone asked me recently, like, why would I bother?
So the best performing stock market in the world last year was Colombia.
It was up 75% in 2025.
Oh, wow.
I mean, I don't think I've ever met anybody that would have experienced or decided to put too bit money in the Colombian stock market.
So not only is it like a defense, you're looking for some upside from these, what we call them emerging markets, right, as well.
I think when I think about investing, like it's impossible to look away from the US.
So don't get me wrong.
That's around 60% of the world's total market capitalization of companies listed is in the US.
So you can't ignore them.
But with where we are, I think it's important to really diversify beyond the US.
It's very true.
Yeah, that's right.
So it ebbs and flows a little bit.
It's hard to bet against the US, but like a world index, I think has a more important role to play than even it would have had a year ago.
Yeah, sure.
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