#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years
In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique focused on technology-enabled businesses that offer a product or service which solves an unserved, acute pain point for a large addressable market.
We’re covering Kiyan’s best idea: frontier markets. With the U.S. markets near all-time highs, investors may want to look around the globe for other opportunities and frontier markets offer a unique risk/reward. Kiyan walks us through the current landscape and what countries he’s most interested in. He covers the most common risks investors need to be aware of, and why he’s focused on private companies utilizing technology in the ecommerce and enterprise SaaS spaces. As we wind down, he walks us through a couple real examples of investments he’s made in countries like Iran and Uzbekistan.
Please enjoy this special “Best Ideas” episode with Sturgeon Capital’s Kiyan Zandiyeh.
More episodes from The Meb Faber Show
#384 – Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion
In episode 384, we welcome our guest, Robert Cantwell, founder and Chief Investment Officer of Upholdings and portfolio manager for the Compound …
#383 – Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO
In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse. His previous …
#382 – Dan Zwirn, Arena Investors - A Stoic Approach to Investing
In episode 382, we welcome our guest, Dan Zwirn, CEO and CIO of Arena Investors, a firm focused on global special situations and asset and credit investments.
In today’s episode, we’re …
#381 – Leonard Mlodinow - How To Harness Your Emotions To Become A Better Investor
In episode 381, we welcome our guest, Leonard Mlodinow, a theoretical physicist and best-selling author of a number of books, including The …
#380 - Top Podcasts of 2021 – Replay: Jeremy Grantham, Chris Cole, Jeff Seder
Episode 380 is a replay of The Meb Faber Show’s top podcasts of 2021. Guests include Jeremy Grantham, Chris Cole, & Jeff Seder.
(2:53) - Jeremy …
The Best Investment Writing Volume 5: Selected Writing from Prominent Investors and Authors
This year, we’re bringing you the entire volume of The Best Investment Writing Volume 5 in podcast format. You’ll hear from some of the most …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.