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b'My guest this week Geoffrey Batt and the topic of our conversation is how to earn transformational returns in very hard markets. In his case, that means Iraqi equities which we cover in detail. He now runs a large pool of capital in Iraqi stocks through his firm Euphrates, but the journey was arduous to say the least. This is one of my favorite boots on the ground contrarian investments stories thus far on the podcast. I hope you enjoy the story and the lessons that Geoff has to offer.\\xa0\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n 1:15 - (First Question) \\u2013 What does it take to earn transformational returns\\n 4:43 \\u2013 How he deals with LPs, especially given the volatility of the market he invests in\\n 10:26 \\u2013 Why LPs have to think about the other investors in a fund\\n 1:17 \\u2013 How Geoffrey got interested in the Iraqi market\\n 16:15 \\u2013 Factors he was considering when exploring Iraq\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 16:53 \\u2013 Harvey Sawikin Podcast Episode\\n 19:20 \\u2013 Visiting companies in Iraq\\n 22:30 \\u2013 Most memorable meeting with a company on his first trip\\n 27:18 \\u2013 Size and nature of Iraqi market when he first got interested\\n 30:44 \\u2013 A specific allocator in Iraq\\n 34:37 \\u2013 Does price reflect the work over there\\n 37:51 - What does he perceive as his role in the changes to Iraq\\u2019s equity market\\n 40:12 - How do Iraqi equities look today compared to when he started and is the opportunity still interesting\\n 44:14 \\u2013 How businesses perceive him now that the market has opened up more\\n 47:28 \\u2013 Scale of potential return and where it comes from\\n 49:51 \\u2013 Advice for younger aspiring investors exploring frontier markets\\n 52:16 \\u2013 Kindest thing anyone has done for Geoffrey\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on twitter at @patrick_oshag'