Artem Fokin, Portfolio Manager at Caro-Kann Capital LLC, returns to the podcast (for the fourth time) to discuss Burford winning the YPF case and the fundamental thesis post-trial. You can find Artem’s first appearance on BUR here
Andrew, any concerns that strong dollar with cause sufficient enough stress on Argentine economy that BUR won't be able to collect as much?
Another great update. I just want to add how much I value the transcripts, for all the episodes but especially for these where I struggle a bit with the accent. If these hadn’t had transcripts I would be worth six figures less today!