Podcasts about emerging markets

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After South Korea and Japan's stellar market year, Arup Datta makes the case that emerging markets will outperform all other peers in the international space. In the U.S., he urges investors to turn to the small cap space. Arup also offers his stock picks for an "all-weather" portfolio in Teradyne (TER), Mondelez (MDLZ), and Citigroup (C). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week, the focus is on diversification—and why it's getting harder to achieve. Portfolio Strategist Natalie Gill explains how the “diversification mirage,” a key theme in BII's 2026 outlook, is now showing up in real time. A small set of megaforces is increasingly dictating equity performance, meaning traditional attempts to diversify—whether toward equal-weighted indices or new regions—can amount to larger active positions than many investors realize.Natalie also breaks down how rising developed-market bond yields challenge the long-held assumption that long-term bonds reliably balance portfolios. Fiscal strains, shifting central bank stances, and policy divergence between the U.S. and other economies further complicate the diversification picture. As bond volatility rises and a small number of equity drivers dominate returns, investors may need to reconsider how and where true diversification can be found.The episode also highlights the growing disconnect between the Federal Reserve's policy posture and the more hawkish tone across Australia, Canada, and Japan—where fiscal dynamics and reopening risks are influencing long-term rates. These divergences, paired with delayed U.S. labor data and inflation considerations, shape the macro backdrop as markets enter the new year.Key Insights· Diversification is increasingly difficult as a handful of megaforces drive global equity performance.· Traditional diversifiers—such as long-term government bonds—provide less balance amid rising yields.· Policy divergence between the U.S. and other major central banks is creating new cross-market risks.· Fiscal concerns are influencing yield curves, particularly in Japan and the UK.· Portfolios may require more deliberate, active decisions and alternative sources of return to achieve true diversification. diversification, megaforces, capital markets, macro trends, bond yields, portfolio balance, market outlookThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pedro Arnt, Chief Executive Officer, dLocaldLocal simplifies cross-border transactions in emerging markets, connecting global enterprise merchants with billions of emerging market consumers across APAC, the Middle East, Latin America, and Africa. Through the "One dLocal" concept (one direct API, one platform, and one contract), global companies can accept payments, send payouts, and settle funds globally—without the need to manage separate processors or set up local entities of their own. Robin Amlôt of IBS Intelligence speaks to Pedro Arnt, CEO of dLocal.

Geopolitics, higher tariffs, and a global supply-chain reset are changing where money flows, and that shift is only picking up pace into 2026. Aberdeen’s latest outlook lays out six big macro forces shaping the year ahead. So what does this mean for emerging markets? Who stands to gain, and who could be left facing fresh headwinds? On Wealth Tracker, Hongbin Jeong speaks to Michael Langham, Emerging Markets Economist at Aberdeen, to find out more.See omnystudio.com/listener for privacy information.

From Pony.ai launching a robo-taxi service during a Shanghai storm to E Ink revolutionising the way supermarkets label their shelves – emerging market companies are in many cases leapfrogging western counterparts. In this episode, investment manager Alice Stretch reveals to host Leo Kelion some of the most disruptive companies innovating at speed in Asia and Latin America. Background:Alice Stretch is an investment manager in Baillie Gifford's Emerging Markets Equity Team. In this conversation, recorded as part of our annual Disruption Week briefings, she explores some of the growth companies in her portfolios turning constraints to their advantage and reducing friction in their customers' lives. Companies discussed include: PolicyBazaar – the Indian insurance platform making it easier for people to protect themselves against life's financial shocks.Nubank – the Brazilian digital lender extending access to banking and credit.Meituan – the food delivery and local services app extending its reach beyond China.MercadoLibre – the Latin American ecommerce and fintech giant expanding into advertising.Mobile World – the Vietnamese conglomerate that has expanded from mobile phones to competitively priced groceries.Sea Ltd – the Singaporean gaming, shopping and fintech group eyeing the possibilities of agentic AI.TSMC (Taiwan Semiconductor Manufacturing Company) – the world's leading chip manufacturer.E Ink – the Taiwanese e-paper pioneer building on its ebook success to provide supermarkets with updateable price tags and marketers with low-power digital billboards.Pony.ai – the first driverless car company to offer a robo-taxi service in four of China's most populous cities. Resources:Disruption Week Emerging markets: how we do what we doEmerging markets: from imitators to innovatorsEmerging markets: the next engines of growth (podcast)Emerging markets in 2050: growth in a changing worldImecShort Briefings on Long Term Thinking hub Companies mentioned include:AmazonByteDanceChromaE InkMercadoLibreMobile WorldMeituanNubankNVIDIAPolicyBazaarPony.aiSea LtdStellantisTSMC Timecodes:00:00  Introduction – Pony.ai takes to Shanghai's roads02:00  The imitators become the innovators05:10   How PolicyBazaar benefits from not being locked into a legacy system 07:10   Nubank: reducing friction while expanding access to banking and credit09:25  MercadoLibre's multi-act expansion leads it to advertising technology10:25   Mobile World's move from selling handsets to groceries11:50   Ways Sea Ltd developed capabilities while operating under constraints13:45   Sea CEO Forrest Li's ability to adapt and pivot15:25   Taking the long-term view and a generalist approach17:30   Studying the semiconductor industry with the help of Imec and TSMC19:45   Investing in Chroma and E Ink in Taiwan21:10   Walmart and other supermarkets adopt E Ink's updateable price labels22:45  The case for investing in Pony.ai as a long-term growth investor24:10   Pony.ai's cost advantage and international partnerships25:55  Taking macroeconomic and geopolitical risk into account27:15   Putting deep knowledge and research to our clients' advantage

Since the election, investors have been buzzing about the “Trump Trades”—the stocks and sectors expected to soar under the new administration. But did they actually perform? The “Henssler Money Talks” cast digs into the stocks that were supposed to surge, the ones that fizzled, and how chasing returns often costs more than it delivers.Original Air Date: December 13, 2025Read the Article: https://www.henssler.com/the-illusion-of-predicting-market-moves-lessons-from-2025

In this episode, we sit down with Maxim and Pavel from FinSight Ventures to explore their unique "secondary-first" investment strategy, which allows them to capture equity in giants like Anthropic, SpaceX, Stripe, and Palantir. We dive deep into their newly launched $50M Generative AI Index Fund, a novel product bringing index investing logic to private markets. Maxim and Pavel also break down their distinct approaches for different geographies—operating as a "fund of funds" in India while pursuing "local monopolies" and super-apps in emerging markets like Uzbekistan. Tune in to understand why they believe AI-native startups will beat incumbents and how they find alpha in inefficient markets globally.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode, we cover:- Why the "middle" is missing in private market investing.- How to buy secondaries from early employees and liquidity-seeking funds.- The "Fund of Funds" strategy for penetrating the Indian market.- Why AI-native startups have a long-term advantage over incumbents.Companies & Concepts Mentioned:Portfolio Highlights: Zoom, SpaceX, Anthropic, Palantir, Stripe, Razorpay, Medibuddy.Concepts: Secondary Markets, Index Funds, Super Apps, Fund of Funds, DPI (Distributed to Paid-In Capital).Links -FinSight Ventures - https://www.finsightvc.com/Maxim - https://www.linkedin.com/in/nazarovmaxim/Pavel - https://www.linkedin.com/in/pavelgurianov/Website: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabTimestamps:(00:00) - Finsight's unique value proposition in securing competitive deals.(00:23) - Finsight's secondary-first strategy for its growth stage portfolio.(00:41) - Adapting investment strategies to find alpha in different markets.(01:30) - Episode introduction and sponsor message.(03:12) - Finsight's core investment thesis across diverse global markets.(04:46) - The logic behind Finsight's $50 million generative AI index fund.(06:10) - How the growth of secondary markets enables an index fund strategy.(07:28) - Securing allocations in category-defining companies like Anthropic and SpaceX.(09:09) - Who sells in the secondary market: employees vs. VCs.(10:15) - How Finsight sources secondary deals from individual employees.(12:00) - Finsight's specific investment angle and focus in the Indian market.(15:05) - Comparing the US secondary approach vs. the India fund-of-funds model.(16:49) - The philosophy of finding alpha by understanding a fund's strengths and weaknesses.(18:10) - Key trends in enterprise AI adoption and the shift to sustainable revenue.(22:09) - How to judge the stickiness and sustainability of an AI startup's revenue.(24:03) - Using gross margin as an indicator of a product's ROI.(25:17) - The conviction behind investing in Uzum, Uzbekistan's first unicorn.(27:40) - Insights into building a global VC firm with diverse strategies.(30:59) - Evaluating Anthropic in the competitive landscape of large language models.(34:36) - The biggest misconceptions about Finsight's global investment strategy.(38:21) - Start of the Rapid Fire Round.For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.comSubscribe to VC10X on Youtube, Spotify, Apple Podcasts.#VentureCapital #GenerativeAI #SecondaryMarket #Investing #SpaceX #Anthropic #IndiaStartupEcosystem #PrivateEquity #TechInvesting

Carson Gunther is the Principal and Managing Partner at Out Partners, an LGBTQ+ founded private real estate equity firm. Out Partners is focused on delivering returns for investors by creating high-quality single-family housing in overlooked US markets like Tulsa. Leading more than $35 million in transactions, he oversees over $15 million in assets, consistently outperforming traditional multifamily returns by 5–10%. Carson brings a disciplined, data-driven approach to building resilient, mission-driven housing portfolios that balance community impact with risk-conscious investor returns. In this episode… Real estate investing is often framed as a numbers game, but the real edge may come from thinking smaller, slower, and more intentionally. This episode explores what happens when investors stop chasing the hottest markets and start paying attention to the places everyone else overlooks. Can disciplined investing and a people-first mindset actually outperform scale and speed? For Carson Gunther, the answer is yes. He believes that the biggest opportunities in real estate come from being early in markets others dismiss and committing to doing things the right way once you're there. Carson explains how focusing on tertiary markets allows his team to move faster, buy below replacement cost, and create real value through thoughtful renovations. He shares how building safe, high-quality homes for families is not just a moral choice, but a long-term strategy that reduces risk, improves retention, and strengthens returns. Instead of maximizing leverage or short-term cash flow, Carson emphasizes equity growth, conservative underwriting, and alignment between investors and communities. The result is a model where impact and performance reinforce each other, rather than compete. In this episode of The Same Day Podcast, host Mat Zalk is joined by Carson Gunther, Principal and Managing Partner at Out Partners, to discuss building mission-driven real estate portfolios in emerging markets. They break down why tertiary markets like Tulsa offer outsized opportunity, how disciplined underwriting and low leverage shape risk-adjusted returns, and what it takes to renovate homes with both families and investors in mind.

Maria Jose Alvarez, Client Success Manager at Tellimer, joins CEO Duncan Wales for a special year-in-review episode, revisiting what the team got right — and less right — in their 2025 emerging markets outlook. They unpack the impact of Trump's second term and “Liberation Day” tariffs, the weaker US dollar and its outsized boost to EM local debt, hard currency bonds and equities, and why frontier markets like Vietnam and Indonesia quietly benefited from trade re-routing. The conversation also covers a more complicated-than-expected geopolitical backdrop, the absence of new sovereign defaults, the role of elections in shaping policy credibility, and why local rates, idiosyncratic restructurings and selected high-yield stories remain central to the EM opportunity set going into 2026.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. To get access to our top picks for 2026, please contact sales@tellimer.com.The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠⁠⁠. 

India’s economy appears strong on the surface: high growth, low inflation, rising global interest and a confident narrative around the “India decade.” But is the optimism masking deeper structural risks? In this wide-ranging roundtable, leading voices from business, policy and economics examine what is really driving India’s growth and what could hold it back. In the latest edition of The Economic Times CEO roundtable ET’s Executive Editor Sruthijith KK talks to Priya Nair, CEO & MD, Hindustan Unilever, Uday Kotak, founder, Kotak Mahindra Bank, Sunil Bharti Mittal, Chairman, Bharti Enterprises, Sajjan Jindal, Chairman, JSW Group, Lalit Keshre, Co-founder & CEO, Groww, Abhishek Manu Singhvi, Senior Lawyer, Debasish Mishra, Chief Growth Officer, Deloitte South Asia as they explores rising rural incomes, consumption shifts, entrepreneurship beyond metros and the promise of digital public infrastructure, while also confronting persistent challenges: weak private capex, underinvestment in R&D, judicial delays, export competitiveness and concentration risks across key sectors. Listen in You can follow Sruthijith K.K. on his social media: X and LinkedinCheck out other interesting episodes from the host like ET in the Valley: Grant Lee, Co-Founder & CEO of Gamma, ET in the Valley: Databricks Co-founder Patrick Wendell, ET in the Valley: Replit Founder and CEO Amjad Masad, ET in the Valley: ElevenLabs Co-Founder Mati Staniszewski and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

Ladislas Maurice AKA the Wandering Investor travels globally to scout undervalued real estate and citizenship-by-investment opportunities, with a focus on emerging markets like Kenya, Sierra Leone, and Montenegro, often sharing detailed yield analyses and risk assessments. His Youtube channel and Instagram have grown incredibly popular by showing investment real estate opportunities around the world, from Buenos Aires to Nairobi.

As The Bid takes a short break for the holidays, we're introducing listeners to Market Take, the weekly macro podcast from the BlackRock Investment Institute. Market Take offers fast, digestible insights on what's moving markets - and this week, the focus is squarely on the labor market.Senior Economist Nicholas Fawcett breaks down why softer U.S. labor data is reinforcing expectations for another potential Federal Reserve rate cut. With hiring and labor supply both cooling, policymakers are watching these trends closely as they navigate the balance between inflation control and economic resilience. Nicholas also explores how delayed jobs data complicates the Fed's visibility into the economy, what markets are pricing in ahead of the December meeting, and how fiscal dynamics in the UK are shaping long-term bond views.Whether you're tracking monetary policy, macro signals, or broader capital markets trends, this short episode offers a concise view of the forces shaping the economic backdrop.Key Insights· The U.S. labor market is softening, raising the likelihood of another Fed rate cut.· Payrolls show a “no hiring, no firing” pattern as labor demand and supply slow.· Delayed jobs data may create noise, but markets still expect a quarter-point cut.· Fiscal tightening in the UK influences gilt valuations and long-term yield dynamics.· Labor market trends, inflation, and rates continue to guide broader market sentimentlabor market, inflation, interest rates, Federal Reserve, capital markets, macro trends, market commentary, economic outlookThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Abhijeet Singh, Institutional Portfolio Manager, discusses how he's navigating the key themes shaping global markets ­– from technological disruption to shifting geopolitical dynamics – and what's top of mind for investors as we head into 2026. Recorded on December 5, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.   --   Abhijeet Singh, gestionnaire de portefeuille institutionnel, explique comment il aborde les principaux facteurs qui redéfinissent les marchés mondiaux, notamment les bouleversements technologiques et l'évolution du paysage géopolitique, et met en lumière les priorités des investisseurs à l'aube de 2026. Date : 5 decembre 2025 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une quatrième année consécutive lors du sondage 2024 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.  

Emerging market bonds are stealing the spotlight in global fixed income this year. With local-currency debt up nearly 14% and hard-currency debt climbing 8.7% by August 2025, investors are asking: how can EM bonds strengthen your portfolio? From managing currency and credit risks to spotting the regions offering the best risk-adjusted returns, we break down what’s driving the EM bond story today. On Wealth Tracker, Nadiah Koh speaks to Leonard Kwan, Portfolio Manager for the T. Rowe Price Dynamic Emerging Markets Bond Strategy to find out more. See omnystudio.com/listener for privacy information.

Emerging markets are changing fast. Old economy sectors like banks and energy no longer define the space. Instead, growth is being driven by internet platforms, tech enabled consumer companies, and new economy business models reshaping how investors approach EM exposure. In this Lead-Lag Deep Dive, Melanie Schaffer sits down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down how this transformation is unfolding and what investors need to understand about both broad EM strategies and single stock levered ETFs.Ahern explains the mechanics of daily leveraged ETFs, why fundamentals for companies like Alibaba, Mercado Libre, Pinduoduo, JD and others may be misunderstood, and how concentrated growth exposure differs from traditional EM allocations. He also discusses how investors should think about volatility, sizing, and the macro factors that create both opportunity and risk across emerging markets.In this episode:- How single stock levered ETFs actually work and why daily resets matter- Why EM fundamentals are shifting toward internet platforms and tech enabled services- The temptation and the risk in overweighting individual EM growth names- How KWEB and KEMQ isolate growth that broad EM indices miss- How to size and risk adjust aggressive EM exposures inside a diversified portfolioLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #Stocks #Investing #TechGrowth #ETFStrategies #MarketOutlook #Finance #MacroTrendsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading and Fixed Income Financing, and Stephen Jeffries, head of Currencies in Emerging Markets and FX Services Trading. Together, they recap highlights from J.P. Morgan's recent 10th annual Global Macro Conference, along with key risks and opportunities for 2026 across global rates, FX and emerging markets.   This episode was recorded on December 8, 2025.   The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2025 JPMorgan Chase & Company. All rights reserved.

Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Blended finance is making hard deals in emerging markets investable. It drives real infrastructure development where capital markets are thin.And when the work involves emergency aid and building businesses, you need someone who's seen how money really works in emerging markets.Few people know how to make those pieces fit together better than my guest today. Talmage Payne has spent three decades proving that mission-first investing can deliver both measurable social impact and competitive returns.Talmage is the founder of multiple social ventures across Southeast Asia and West Africa. He now serves as chairperson of TapEffect, a piped water utility delivering clean water to rural communities. There, households pay for the service, and the company delivers an 8-9% IRR.Today, we talk about how to blend grants, equity, and debt to scale essential services and how smart impact measurement keeps both investors and operators accountable.Join us to learn:What actually drives infrastructure investing success in low-income areasWhy good intentions aren't enough for viable social venturesHow to structure capital to crowd in commercial investorsThis is a conversation about what actually works backed by real numbers. Tune in.—Intro (00:00)Growing up in Nigeria during conflict (03:32)Moving to the U.S. and exploring big world problems (09:14)Cambodia becomes ground zero for real impact (11:37)Running aid programs to rebuild the country (15:52)Vision Fund turns charity into financial empowerment (17:34)Rethinking aid by making impact self-sustaining (20:49)Transition to Hagar International's trauma recovery mission (22:44)Launching blended finance model to employ survivors (24:28)Struggles balancing nonprofit values and business demands (31:36)First Finance founded to enable housing access (35:28)Formalizing land ownership through micro-mortgages (38:14)Patient capital explained (48:35)TapEffect launched to solve rural water infrastructure gaps (49:21)AI helps detect leaks and manage water losses (52:43)Blended capital enables project scalability and affordability (59:34)“Two wallets” expose flaws in giving vs. investing (01:03:14)Rapid-fire questions (01:12:01)Contact info (01:19:47)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Talmage Payne LinkedIn TapEffect website

Connect with Early Riders⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠Connect with Onramp⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠Register for Early Riders & Onramp State of the Bitcoin Industry Roundtable⁠⁠⁠⁠⁠⁠Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Introduction and Market Sentiment02:00 - Risk Management and Investment Philosophy04:40 - Bitcoin vs. Traditional Assets07:31 - Larry Fink's Insights on Bitcoin10:09 - Sovereign Wealth and Bitcoin Accumulation13:03 - Global Trends in Crypto Adoption16:03 - Middle East's Strategic Moves in Crypto18:52 - Game Theory and Global Crypto Dynamics22:08 - Emerging Markets and Crypto Services24:49 - Infrastructure Development in Digital Assets26:17 - The Importance of Domain Expertise in Cryptocurrency27:16 - Future of Cryptocurrency and Market Dynamics29:21 - The Rise of Cybercrime in the Crypto Space30:20 - Centralization Risks in Cryptocurrency Custody31:56 - The Gold Standard and Bitcoin's Centralization Problem34:25 - Navigating Trust and Custody in Bitcoin37:11 - The Adoption Challenge: From Zero to Bitcoin40:01 - The Stakes of Digital Asset Custody44:18 - Emerging Trends in Bitcoin Infrastructure46:06 - Recent Developments in Crypto RegulationIf you found this valuable, please ⁠⁠⁠⁠⁠⁠subscribe to Early Riders Insights⁠⁠⁠⁠⁠⁠ for access to the best content in the ecosystem weekly.Links discussed:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MTanguma/status/1996209093858501012?s=20⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cftc.gov/PressRoom/PressReleases/9145-25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theblock.co/post/381644/coinbase-resumes-user-onboarding-india⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theblock.co/post/381655/robinhood-indonesia-acquisitions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.theblock.co/post/381662/argentina-domestic-bank-crypto⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/thisisorlando/status/1996284429455822993?s=20⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bloomingbit.io/en/feed/news/101972⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coindesk.com/policy/2025/12/08/binance-wins-full-adgm-approval-for-exchange-clearing-and-brokerage-operations⁠⁠⁠⁠⁠⁠Keep up with Michael:⁠⁠⁠⁠⁠⁠https://x.com/MTanguma⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/mtanguma/⁠⁠⁠⁠⁠⁠Keep up with Brian:⁠⁠⁠⁠⁠⁠https://x.com/BackslashBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/brian-cubellis-00b1a660/⁠⁠⁠⁠⁠⁠Keep up with Liam:⁠⁠⁠⁠⁠⁠https://x.com/Lnelson_21⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/liam-nelson1/

In the first episode of this new series ‘Let's talk thEMes', Deutsche Bank's Emerging Markets research team discusses key themes facing EM in 2026 – combining top-down views on the asset class with a bottom up look at various EM geographies around the world. After delivering close to what has been among the best annual performance since GFC, we argue for why EM has more room to go.Featuring:Sameer Goel, Global Head of Emerging Markets and APAC ResearchChristian Wietoska, Head of CEEMEA & LatAm ResearchOliver Harvey, Head of CEEMEA & LatAm Currency ResearchDanelee Masia, Chief Economist, CEEMEAFrancisco Campos, Chief Economist, Latin AmericaPerry Kojodjojo, Senior Asian Macro Strategist

Topics Covered:November performance recap for the Moderate Global Balanced PortfolioActive equity selection and regional tiltsFixed income positioning: intermediate-term U.S. TreasuriesYTD performance vs. benchmark and risk-adjusted resultsBitcoin–Gold Rotation strategy: why gold dominated signals this yearHow aggressive clients can use the rotation sleeveNew absolute-return breakout strategy and its early outperformanceHow global diversification and trend-based discipline helped narrow tracking errorWhere to find the full allocation breakdown (Substack)Key Highlights:Portfolio outperformed the global 60/40 benchmark by 30 bps in NovemberEquity sleeve remains 63% of the portfolio, with strong regional contributionsFixed income tilts added to monthly returnsBitcoin–Gold model returned 41% YTD, with reduced crypto drawdownsAbsolute-return strategy has outperformed the S&P 500 by ~8% since launchVisit us at www.dantesoutlook.com

AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week's podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectations for the dollar, US monetary policy, trade and commodity prices.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Why Trading Programs That Move Fast Break Everything (And How Slow Growth Built a 115-Country Empire)If your affiliate program chases explosive growth with aggressive spend and flashy campaigns, this episode reveals why you might be building on sand. Yana Ivanova and Nir Iter from Exness share how they scaled from 18 to 115 countries not through brute force marketing, but through something radical in trading: patience. Lee-Ann and her guests discuss why daily payouts matter more than commission rates, how localisation means hiring humans who actually understand regional nuances, and why the Latin American market demands emotional connection before transactional relationships. This conversation reveals a counterintuitive truth: sometimes slow and steady really does win the race.Talking Points Include:The payment infrastructure breakthrough that built trust faster than any marketing campaign and why waiting until month-end to pay affiliates destroys credibility in emerging marketsWhy treating LATAM as a single homogeneous market is the fastest path to failure and the exact localisation strategy that transformed passive content into community engagement across culturally distinct countriesThe team structure that prevents cannibalisation when 11 account managers chase global traffic and how individual KPIs combined with team goals create collaboration instead of internal competitionListen to Find Out More About:How Exness structures team KPIs to prevent account managers from fighting over global affiliates while maintaining healthy competitionThe buddy program that integrates new team members without creating hierarchical friction in an 11-person global teamWhy the company prioritises quality over quantity now, deliberately slowing growth to ensure sustainable partnershipsThe specific data points Exness analyses constantly to identify which markets deserve localised attention versus broad global treatmentHow mobile measurement platforms become essential tools for LATAM affiliates where phone traffic dominatesThe real reason trading affiliate programs traditionally used CPA models and how Exness diversified beyond that constraintKey Segments of This Podcast and Where You Can Tune In to Go Direct:[08:17] The long-term mindset explained through hotel guest analogies and why three-year plans beat quarterly targets[16:29] Daily payment implementation and the risk mitigation strategy that made it viable without enabling fraud[20:34] Team scaling from a handful to 11 professionals and how specialisation by region prevents global chaos[33:03] Honest advice for newcomers: pick your niche, build community, trust your dataLatin America: The Opportunity AheadFor affiliates considering Latin America in 2026, both guests offered clear direction. Yana's focus centres on local communities, as the region values authentic, community-driven marketing over impersonal automation. Nir emphasised mobile optimisation, noting that with young, mobile-first audiences, ensuring your tracking, creatives, and user experience are optimised for phones is non-negotiable. Tools like AppsFlyer or other mobile measurement platforms are essential.Send me a text with your questions

In this episode, Dominic Bokor-Ingram, Senior Portfolio Manager at Fiera Capital, joins Tellimer CEO, Duncan Wales, to dive deep into the forces shaping emerging markets today. Dominic and Duncan examine Saudi Arabia's rapid evolution into an IPO powerhouse and why saturation may now be weighing on valuations. Dominic shares insights on Central Asia's double-edged impact from the Russia-Ukraine conflict, where capital inflows are supporting growth but also fuelling inflation, along with the potential upside if risk premiums begin to ease. The conversation also highlights Egypt's pivotal Ras El Hekma deal and the role of Gulf-driven investment as catalysts for greater stability and market depth. From privatisation hurdles to Vietnam's reform trajectory, Dominic explains why leadership and institutional modernisation not political labels, are the ultimate drivers of equity market success. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠⁠ – Emerging Markets, Connected. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠⁠⁠⁠⁠⁠Tellimer.com⁠⁠⁠⁠⁠⁠. 

Alberto rejoins the podcast for a macro and positioning update for the Emerging Markets, including a look at preferences across Emerging Market equities, fixed income and currencies. Plus, a look at some notable developments to be mindful of across Latin America. Featured is Alberto Rojas, Senior Emerging Markets Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

“อินเดีย” น่าจับตามองในปี 2026 โอกาสของตลาดหุ้น Emerging Markets The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ เสริมศักดิ์ วงศ์สิทธิโชค ผู้อำนวยการอาวุโส ฝ่ายค้าตราสารการเงิน บริษัทหลักทรัพย์ บัวหลวง จำกัด (มหาชน)   Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน     คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com Facebook / finnomena IG / finnomena Twitter https://x.com/finnomena TikTok / finnomena ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins   #หุ้นอินเดีย #อินเดีย #การลงทุน #TheInvesto #Finnomena

Luis Oganes, Jonny Goulden and Jahangir Aziz discuss the economic and fixed income market themes in their Emerging Markets outlook for 2026.   This podcast was recorded on 26 November 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5136705-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’s eye-popping margins, the risks and opportunities around OpenAI and infrastructure constraints, and how private credit stress may show up first in publicly traded BDCs. Jan also makes the long-term case for India as a distinct structural growth story within emerging markets, and the trio wrap up by talking about how AI and structured data will change investment research. Tickers of Stocks and ETF Discussed: SMH, GPZ, NVDA, AMZN, V, MA, BTC, SHOP, WMT, INFY, HD, MCD, GS Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Siddharth Dahiya, Global Head of Emerging Market Debt at Aberdeen Investments, to unpack one of the most dynamic and evolving areas of institutional fixed income—emerging market debt (EMD). With decades of experience in global markets and deep roots in insurance investing, Siddharth provides a clear and comprehensive breakdown of the EMD universe—from hard currency sovereigns and corporates to local currency bonds and frontier markets.   The discussion covers the structural advantages of EMD, including improving fundamentals, increasing credit rating upgrades, and attractive spreads versus similarly rated developed market debt. Siddharth also dives into how private credit within emerging markets is gaining traction with insurance portfolios, offering enhanced yields and structural protections. For insurance investors seeking diversification, real yield, and capital efficiency, this episode offers actionable insights into a sector that's once again demanding attention.   Whether you're seeking a defensive allocation or exploring yield-enhancing strategies, Siddharth shares why now may be the right time to give EMD a second look.

Heute, am Montag, dem 24. November, sprechen Peter Bloed und Johannes Bauer über das Comeback des Google-Gründers, die trüben Aussichten für die deutsche Wirtschaft und warum Schwellenländer jetzt ins Depot gehören. Außerdem klären wir, warum die Black Week für den Handel kein Umsatzbooster ist und dieses Geschäftsmodell wackelt.

Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for renewed momentum in European equities and fixed income.In this episode of The Bid, host Oscar Pulido speaks with Helen Jewell, Chief Investment Officer for EMEA Fundamental Equities, and Roelof Salomons, Chief Investment Strategist for Northern Europe at the BlackRock Investment Institute, about how Europe's evolving macro and investing environment is creating new opportunities across sectors.They explore how fiscal flexibility is enabling investment in productivity and innovation, how energy transition and AI demand are reshaping infrastructure and power markets, and why European banks, defense companies, and energy-efficiency leaders have emerged as standouts. The conversation also looks at the valuation gap between Europe and the U.S., the implications of potential ECB rate cuts, and what reforms could drive a broader, more durable resurgence.Key Takeaways:· Europe's shift toward fiscal flexibility marks its first explicitly pro-growth stance in over a decade.· The intersection of energy transition and AI is driving infrastructure and power investment.· Banks, defense, and efficiency-focused industrials remain strong performers.· Europe still trades at a discount to the U.S., offering selective opportunity.· Integration of capital markets could unlock long-term competitiveness.Key moments in this episode:00:00 Introduction: Europe's Economic Challenges and Optimism01:10 Meet the Experts: Helen Jewell and Roelof Salomons02:17 Historical Context: Europe's Economic Journey03:51 Current Barriers and Progress in Europe05:40 Sector Focus: Defense, Banks, and Energy08:49 Fiscal Policy and Unified European Growth10:33 Energy and AI: The Long-Term Investment Landscape14:30 Valuation and Market Opportunities in Europe17:17 Conclusion: Path to a Broad Resurgence in Europe19:21 Closing Remarks and Future OutlookEurope investing; Europe macro; European equities; investing in Europe; capital-markets union; energy transition Europe; European fiscal policy; European banks; AI power demand; ECB rate cuts; BlackRock Investment Institute; European defense; valuation gap; competitiveness in EuropeSources: “What's needed for an investment renaissance in Europe?”, BlackRock Investment Institute, October 2025; NATO, August 2025; BlackRock Fundamental Equities analysis, September 2025; “Entering The Age of Electricity”, IEA Electricity Demand 2025;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Charles Carillo sits down with Ian Colville, Founder & Managing Partner of Carpathian Capital Management, to break down one of the most unique paths into U.S. real estate investing, starting in emerging markets, navigating international crises, and ultimately building a multi-million-dollar residential development platform in the United States. Ian shares how a decade in Russia and the CIS shaped his crisis-investing mindset, why housing became one of the most undervalued hard assets after 2008, and how his firm evolved from buying single-family homes to private lending and large-scale land development across the country. If you want to understand how professionals evaluate markets, manage risk, and find opportunities in today's housing shortage, this episode is a must-watch.   What You'll Learn in This Episode: How emerging market experience helped Ian identify U.S. housing opportunities Why crisis environments often create the highest-return investments The shift from distressed single-family homes to development finance How land scarcity became the biggest bottleneck in new construction The importance of “months of supply” in choosing real estate markets How foreign investors view U.S. real estate today Key mistakes real estate investors make and how to avoid them Learn More About Ian Here: Carpathian Capital Management - https://carpathiancapital.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.In this episode:– Why emerging markets are regaining leadership after a decade of underperformance– How tech and e commerce have reshaped the EM index composition– The valuation divergence between US tech and EM tech– Why ADR volatility distorts fundamentals and why local shares matter– How investors should size EM exposure and position KEMQ in a portfolioLead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Roughly 1.2 billion young people will reach working age in developing countries over the next 10-15 years. However, current projections show that only 420 million jobs are expected to be created by that time, meaning millions of young people will be left without a clear path to employment. World Bank President Ajay Banga joins Clarke Murphy and Marla Oates on Redefiners to talk about what the Bank is doing about it, and why job creation is so critical to both developing countries and the global economy. Ajay talks about what he's doing to transform the 80-year old institution into a faster, more efficient, and more impactful partner in development, including partnering more with the private sector to increase investments in emerging markets. He also discusses what he calls the Decency Quotient and how leaders can tap into that in order to lead people with a hand on their back, not in their face. We'll also hear from Rebecca Hart, a leadership advisor in our Atlanta office, who will discuss why the most successful leaders prioritize curiosity over having all the answers. Four things you'll learn from this episode: How to get everyone aligned with a bold mandate, mission and vision and how to deal with challenging feedback Why job creation is a critical piece in global development Why the private sector is critical to international development What the Decency Quotient is and why it matters for leaders today If you enjoyed this episode, you might also like these Redefiners episodes: Music with a Mission: Former MTV International Chairman and CEO Bill Roedy on Leading with Purpose Leadership Lounge: Built to Last or Built to Learn: How Leaders Can Develop Resilience Action Creates Hope: A Conversation with IRC President and CEO David Miliband Leadership Lounge: From Firefighting to Future-Building: How Leaders Can Master Perpetual Transformation Thriving Through Adversity: How WTO's Dr. Ngozi Okonjo-Iweala is Solving Global Problems Leadership Lounge: Beyond Handshakes: How to Build Trust and Transform Executive Team Performance

Stephen Wemple, Principal at Spero Ventures, shares how he backs mission-driven founders building enduring companies aligned with purpose and profit. From investing in hardware startups like Telo Trucks to backing social impact ventures such as Juno, Stephen explains why conviction and alignment between founders and investors matter more than ever. He reflects on his journey from Fulbright Fellow in Vietnam to venture capitalist in Silicon Valley, the lessons he's learned from working with founders, and how smaller, concentrated funds like Spero bring focus and depth back to early-stage investing.In this episode, you'll learn:[01:00] - Stephen's journey from Fulbright Fellow in Vietnam to venture capitalist at Spero Ventures[04:30] - How Spero spun out of Omidyar Network to back purpose-driven founders[08:10] - Investing early—with proof points that show real-world traction[11:10] - Why mission and authenticity matter more than hype in founder evaluation[14:00] - The story behind Spero's investment in Juno and the value of long-term relationships[17:00] - How founders should work with junior investors inside VC firms[19:00] - Why conviction and alignment matter when founders choose their investors[22:00] - Stephen's take on the concentration of capital and the future of small, focused fundsNonprofit highlight: AchieveKidsAbout Stephen WempleStephen Wemple is a Principal at Spero Ventures, where he invests in mission-driven founders building companies for a healthier, more sustainable, and fulfilling future. He has led investments across sectors such as healthcare, climate, and frontier technologies, backing founders who combine purpose with commercial ambition.Stephen began his career in early-stage venture capital, investing in emerging markets across Sub-Saharan Africa, Latin America, and South Asia. A Fulbright Fellow in Vietnam, he worked with the U.S. State Department to support entrepreneurship initiatives before joining Spero Ventures in its formative years. Stephen believes the best entrepreneurs are those who find and stay true to their mission.About Spero VenturesSpero Ventures is a Silicon Valley-based early-stage venture capital firm that backs mission-driven founders building companies for a healthy, sustainable, and fulfilling future. The firm leads or co-leads seed and Series A rounds with $2–4 million investments and maintains a concentrated portfolio to closely support each founder. Its team, which includes former operators from Tesla, eBay, and Stripe, has invested in companies like Juno (child disability insurance), Telo Trucks (electric pickup trucks), Tiny Health (gut health solutions), Euclid Power (renewable energy software), and Gencove (genome sequencing platform), reflecting its belief that purpose-driven startups can create both outsized impact and venture-scale returns.Subscribe to our podcast and stay tuned for our next episode.

In this episode, Ken Kou, from Mercy Corps Ventures, joins Jarrett to discuss the intersection of AI, blockchain, and financial inclusion, particularly in emerging markets. They explore various initiatives aimed at improving financial access for unbanked populations, the challenges faced in implementing these technologies, and the importance of responsible AI deployment. The discussion also touches on the role of stablecoins in humanitarian aid, the significance of privacy in financial transactions, and the future potential of AI and crypto in driving financial inclusion and resilience in emerging markets.Watch on YouTube - https://youtu.be/KQ5ziMRabLECHAPTERS00:00 - Intro00:18 - Ken Joins The Pod01:58 - AI For Financial Resilience Fund (Apply Today Via Link ↓)04:44 - Crypto Case Studies08:50 - AI For Financial Resilience11:44 - The Symbiosis Between AI & Crypto14:49 - Responsibly Deploying AI17:37 - Positive Signals From Projects20:30 - Pros VS Cons Of AI22:17 - Stablecoins + Syria (Hesab Pay)27:45 - Digital Cash Preference29:22 - Stablecoins + Privacy35:18 - Internet Payments Protocols (Crypto + AI)38:15 - Signal VS Noise For Crypto For Financial InclusionKen's LinkedIn - https://www.linkedin.com/in/kennethkou/MCV's AI Fund Call For Proposals - https://www.mercycorpsventures.com/blog/call-for-proposals-ai-for-financial-resilienceMCV's Website - https://medium.com/mercy-corps-social-venture-fundFuture Signal is a podcast hosted and produced by Jarrett Carpenter that explores tomorrow's tech today.All of Future Signal's content is not financial advice but rather edu-tainment. All of our episodes are available here on YT as well as wherever you listen to podcasts.Follow us on Social Media :X - https://www.twitter.com/futuresignalxyzInstagram - https://www.instagram.com/futuresignalxyz/Facebook - https://www.facebook.com/futuresignalxyzLinkedIn - https://www.linkedin.com/company/future-signal-xyz/Twitch - https://www.twitch.tv/futuresignalxyzFor more info on the podcast, please check out https://www.futuresignal.xyz/Episode's music by @Txmmy_Beats - https://www.youtube.com/c/TxmmyBeatsTo learn more about Future Signal's Host - https://www.jarrettcarpenter.com/

Join Justin Forman in Lagos, Nigeria for an inspiring conversation with Adesuwa Okunbo Rhodes, founder and Managing Partner of Arura Capital. Adesuwa shares her journey from J.P. Morgan to building the first female-led private equity fund in Nigeria focused on female-founded, female-led, and female-focused businesses across Africa.Key Topics:Why Africa has the highest rate of female entrepreneurship globally (4x more than Europe) yet women receive only 2% of capitalHow Arura Capital's $20M Fund One delivered top-quartile returns above global benchmarks while creating 205,000 jobs and $150M in value chain revenueThe $150 billion capital gap facing African SMEs and the arbitrage opportunity in overlooked foundersDigital transformation as Africa's leapfrog strategy - from embedded finance to B2B commerce platforms serving 150,000 retailersWhy now is the best time to invest in Nigeria despite (and because of) recent policy reformsPowerful Quotes:"To live life where it's only about you is a very, very boring life, I think. You really wanna be able to showcase legacy. You really want to be able to showcase how has it impacted that woman who would have never had access to capital if we didn't show up.""Female founders actually generate more revenue than their male counterpart. For every dollar invested in a startup, a female founder returns 2.5 times more revenue than her male counterpart.""If you're an investor that's allocating capital, you can no longer afford to ignore or avoid the African continent, because this is really where the growth in the next 30 to 50 years is gonna come from."About Adesuwa: Adesuwa Okunbo Rhodes is the founder and Managing Partner of Arura Capital, a pioneering private equity fund investing in female-founded, female-led, and female-focused businesses across Africa. After a successful career at J.P. Morgan, she launched Arura in July 2019 to address the massive funding gap facing female entrepreneurs on the continent. Her Fund One raised $20M and has delivered top-quartile returns while creating measurable social impact across Nigeria, Ghana, and Côte d'Ivoire. Adesuwa was the first woman in Nigeria to raise over $10M for a private equity fund and is passionate about using capital redemptively to transform lives across Africa's value chains. 

Stock market trends are in sharp focus as central banks pivot, earnings broaden beyond mega-cap leaders, and AI-driven CapEx reshapes corporate priorities. In this AMA edition of The Bid, host Oscar Pulido sits down with BlackRock's Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas in the Investment Portfolios Solutions team. Together they field listener questions on rate cuts, market breadth, ETF flows, and how AI adoption could influence equity leadership over time.Gargi brings a cross-asset lens to what's driving global growth and volatility. Fresh off a busy earnings season and recent policy moves, she shares what she's hearing most from investors and how she thinks about portfolio positioning in the present market environment.Key moments in this episode:02:00 Parallels between running and investing - run your own race, what are your risk parameters04:32 Where policy's heading: The Fed's first rate cut marks a shift toward easing. December isn't guaranteed, but the big picture is that rates are starting to move toward more normal levels.07:52 Earnings season check-in: Big tech is still leading, but other companies are finally joining in with stronger results. That's helping the market feel a little more balanced.11:29 AI spending boom: Companies are pouring money into data centers and infrastructure to keep up with AI demand—funded by healthy cash flows and long-term plans.12: 25 Shoppers are split: Higher-income consumers are still spending on travel and tech, while others are trading down to save. GLP-1 medicines (like weight-loss drugs) are showing up as a big talking point for companies.13:40 Money on the move: Investors are starting to put cash to work again. ETF flows hit over $1 trillion this year, with interest across bonds, stocks, and even gold.16:37 Bonds and gold today: Many people are looking at bonds for income and keeping an eye on gold as markets shift.Check out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a "long duration asset class" with the Fed in a cutting cycle. Anthony says he looks from the bottom-up on the sovereigns versus corporates, citing the Russia-Ukraine war and China's real-estate concerns weighing on the corporates. He looks at the Trump administration's relationship with emerging markets, including the removal of some tariffs on South American countries and its Argentina liquidity support. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Eric Fine, Portfolio Manager, Emerging Market Debt at VanEck, joins Bilal Little to discuss how emerging markets are redefining opportunity within global fixed income. He explains how stronger fiscal discipline, independent central banks, and attractive yields are positioning EM bonds as resilient and rewarding investments. Fine shares how his international background and policy experience shape his approach to analyzing countries through markets. Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this video. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees. There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative. Investments in emerging markets bonds may be substantially more volatile, and substantially less liquid, than the bonds of governments, government agencies, and government-owned corporations located in more developed foreign markets. Emerging markets bonds can have greater custodial and operational risks, and less developed legal and accounting systems than developed markets. Gold investments are subject to the risks associated with concentrating its assets in the gold industry, which can be significantly affected by international economic, monetary and political developments. Investments in gold may decline in value due to developments specific to the gold industry. Foreign gold security investments involve risks related to adverse political and economic developments unique to a country or a region, currency fluctuations or controls, and the possibility of arbitrary action by foreign governments, or political, economic or social instability. Gold investments are subject to risks associated with investments in U.S. and non-U.S. issuers, commodities and commodity-linked derivatives, commodities and commodity-linked derivatives tax, gold-mining industry, derivatives, emerging market securities, foreign currency transactions, foreign securities, other investment companies, management, market, non-diversification, operational, regulatory, small- and medium-capitalization companies and subsidiary risks. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Associates Corporation.

Today's show is a live recording from the Kilkenomics Festival in Kilkenny, Ireland. Katie Martin hosts a panel with guests David McWilliams, founder of the festival, and Mark Blyth, professor of political economics at Brown University. From the Home Rule Club in Kilkenny, they ask if the US is starting to behave like an emerging market. Also, they go long sterling and short futuristic cities in the sand. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

My guest today is Eva Yazhari – General Partner at Beyond Capital Ventures and one of the most original thinkers in the world of impact investing.Trained on Wall Street, Eva left finance to found Beyond Capital, turning her expertise toward building impact-driven markets. Beyond Capital Fund was structured as a nonprofit, a 501(c)3 – not to do charity, but to meet the moment. She describes it as “almost like a Trojan horse” – a structure that made her approach more acceptable to early supporters, even as she operated with full VC rigor.She knew in 2009 that most investors did not yet believe emerging markets could deliver both returns and impact. So she created a structure that was more palatable – donors could get a tax deduction, while she quietly ran the fund like a VC from day one. There were no grants. No concessionary capital. They always behaved like a VC.The result was a top‑quintile track record: a 0.3% loss ratio, markups, and over 100 million people reached through portfolio companies' products and services.But the nonprofit structure also kept the firm smaller than it needed to be. “I think it was the right thing to do, but I think it was a little bit of a mistake in the growth of the firm.”In 2019, someone approached her after a talk and simply asked, “How do we invest?” – and that was the moment she knew the market was finally ready.She and her team launched Beyond Capital Ventures, a for‑profit venture fund, carrying forward the same thesis with a structure that allowed investors to participate directly in the returns.Today, Beyond Capital Ventures invests in early-stage companies across East Africa and India. It's one of the few woman-led impact VC firms globally, with a team that's 70% based in the markets they invest in.Eva's approach is hands-on, thesis-driven, and unafraid to push boundaries. She refuses deal flow from Europe or the U.S. because she believes the best opportunities come from being on the ground. As she says, “I'd rather the principal who runs our Nairobi office meet a founder while filling up his water bottle, than us meet them through some other channel.”Beyond Capital has pioneered something radical in VC: the equitable venture structure. 10% of the GP's carry is allocated to portfolio founders. Not only does it create community – it's created collaboration. That motivates companies across her portfolio now to share customers, talent, and capital.She measures impact as rigorously as she measures financial performance. Her team uses a three-tier framework aligned with IRIS and SDG metrics. And she's clear-eyed about what success looks like. “Everybody is focused on sourcing better and investing better. Nobody is focused on adding value, and that is exactly where everything goes right or wrong.”Eva's career is proof that creativity, service, and capital don't have to be separate. And that you can build something that lasts if you're bold enough to hold them together.Listen in.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:- Beyond Capital Ventures website- Eva Yazhari LinkedIn- Eva Yazhari Instagram- Book ‘The Good Your Money Can Do'- The BCV Podcast

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock, to explore how private markets could reshape portfolios and investment opportunities by 2030. Cameron shares why the asset class has surged from $11 trillion pre-pandemic to an expected $32 trillion by the end of the decade — and what this evolution means for investors.Together they discuss how companies are staying private longer, why liquidity dynamics are shifting, and how new fund structures are widening accessibility for individuals and retirement savers alike. Cameron breaks down the three major growth engines powering the sector: private equity, infrastructure, and private credit — and explains how megaforces like AI and energy transition are creating new opportunities within each.Sources: “Private Markets in 2030” Preqin October 2025Key moments in this episode:00:00 Introduction to why Private Markets are having a moment now01:01 Understanding Private Markets - Why companies are staying private longer — and where the value creation is shifting.02:01 Growth and Trends in Private Markets - The forecasted $32 trillion in alternative AUM by 2030 and what it means for diversified portfolios.02:46 Impact on Investment Portfolios - The rise of individual access through open-ended fund structures.06:04 Where we are in the private equity cycle — and why lower fundraising periods often precede strong returns.09:56 Infrastructure Investment Opportunities - How infrastructure is becoming a key beneficiary of AI and reshoring trends.11:51 Why private credit and direct lending are gaining momentum as banks step back from traditional lending14:20 Artificial Intelligence in Private Markets - How AI is influencing value creation within privately backed companies.16:40 Conclusion and Final ThoughtsCheck out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Emerging market debt has weathered a long stretch of tight financial conditions—marked by a strong US dollar, higher global rates, and uneven post-pandemic recoveries. With the dollar softening and policy rates beginning to ease, investors are warming up to hard currency EM debt as a potentially attractive source of diversification and carry.    On this episode of Disruptive Forces, host Anu Rajakumar speaks with  Global Co-Head of Emerging Markets Debt Gorky Urquieta to hear what's been driving hard currency EM debt and what role it plays in today's fixed income landscape. Together, they unpack the differences between hard and local currency exposures, explore how dollar dynamics and the Fed's easing cycle can influence performance for EM sovereigns.      This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.  © 2025 Neuberger Berman Group LLC. All rights reserved.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Rahul Sharma, Portfolio Manager at Schafer Cullen Capital Management to discuss: China, the falling dollar, why emerging markets are outperforming and the firm's dividend-focused strategy. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Schafer Cullen Capital Management Disclosures: Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits. Market conditions can vary widely over time. Investing in equity securities is speculative and involves risk. Investing in foreign securities involves greater volatility and political, economic and currency risks and differences in accounting methods. Cullen Capital Management, LLC. (CCM) is an independent investment advisor registered under the Investment Advisers Act of 1940 and is doing business as Schafer Cullen Capital Management, Inc. (SCCM). The Cullen Funds Trust (CFT), SCCM and CCM are affiliates. This information should not be used as the primary basis for any investment decision, nor should it be considered as advice to meet your particular investment needs.  All opinions expressed constitute Cullen Capital Management's judgment as of the date of this report and are subject to change without notice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in any market can feel daunting — but it doesn't have to. In this episode of The Bid, host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money, to explore what it really takes to build wealth and confidence over time.Cramer's latest book, How to Make Money in Any Market, continues his mission of empowering everyday investors to take control of their financial futures. From lessons learned running a hedge fund to insights from decades in media, Cramer's message is clear: you don't need to be a professional to succeed - you just need discipline, curiosity, and patience. From the birth of the “FAANG” concept to the story behind naming his dog Nvidia, Cramer shares personal stories that illuminate his broader philosophy — that investing is about persistence, not prediction. He and Oscar also discuss long-term trends in capital markets, the role of index investing, and why hope and participation remain central to a healthy investing mindset.This episode covers:· Why Cramer believes this is the right moment for a new playbook on investing.· The power of compounding and why saving regularly still works in today's capital markets.· How technology — from online research to tools like ChatGPT — has transformed access to information.· Why he encourages investors to “do the homework” or choose a diversified index approach if they can't.· His pyramid-style investing framework: build positions slowly, remove emotion, and let time work for you.· What he's learned from mistakes, like overconfidence or losing faith too soon.· How curiosity, observation, and understanding the “craft” can help investors find opportunities all around them.Key timestamps in this episode:00:00 Introduction to Investing with Jim Cramer00:50 Jim Cramer's Journey and New Book02:37 The Importance of Saving and Investing04:12 How to Analyze Stocks and Develop Market Strategies06:10 Jim's Investment Ethos and Practical Advice19:16 Personal Insights and Lightning Round21:57 Conclusion and Next Episode PreviewMad Money, Investing in any market, Stock market trends, Capital markets, Long-term investing, Financial education, Retail investors, Compounding, AI investingThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.