Podcasts about emerging markets

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy's 2nd Quarter of 2025.

Following an eventful first half, what does the future hold for Emerging Markets? Yerlan Syzdykov, Global Head of Emerging Markets, Amundi, joins HSBC's Global Head of Emerging Markets Research, Dr Murat Ulgen, to discuss the widening gap between emerging market and developed market growth. They explore the key trends across equities and fixed income, the regions and local currency markets showing strength, and how Amundi is navigating the current landscape.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025.Read more about the GCC conference here https://www.business.hsbc.com/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

The mainstream investment community has long viewed emerging and frontier markets as high-risk regions fraught with numerous challenges. However, with growing populations and expanding digital access, these regions are poised to become the economic powerhouses of the future.In this compilation episode, we revisit 3 past conversations from Eliza Foo, Asha Mehta, and Monica Brand Engel, who are leveraging the power of impact investing to drive meaningful change across emerging economies.Each of these guests shared how they are turning risks into opportunities in emerging markets while earning impressive returns for their investors.By 2050, these regions will account for 70% of the global population and 50% of global GDP. This statistic alone shows the big opportunities that exist for businesses and investors alike.But we can't wish away the risks. Countries within these regions are often marked by political and economic volatility. In these conversations, we talk about evaluating these risks and overcoming challenges through innovative impact investing strategies.Eliza Foo, Director, Impact Investing at TemasekEliza Foo is a leader at Temasek, one of the world's most prestigious global investment firms, with a portfolio valued at USD $288 billion. Temasek invests across both public and private markets, operating with the flexibility of its own balance sheet, allowing them to pursue diverse opportunities across sectors, geographies, and asset classes.As the head of Temasek's Impact Investing team, Eliza plays a big role in the firm's mission to create value for both current and future generations. Under her leadership, Temasek has championed innovative investments in emerging markets, focusing on critical areas such as financial inclusion, healthcare, agriculture, and climate change.Full episodeAsha Mehta, Managing Partner & CIO at Global Delta CapitalAsha Mehta is a visionary leader at the intersection of impact and investment, with a deep commitment to unlocking the untapped potential in emerging and frontier markets. As the managing partner and CIO of Global Delta Capital, a US-based equity long-only investment manager, Asha and her team harness the power of capital to fuel social and economic development across international, emerging, and frontier markets.Her work combines systematic investing in publicly listed equities with a strong focus on generating both alpha and measurable impact.Full episodeMonica Brand Engel, Co-Founder and Managing Partner of Quona CapitalMonica is an impact pioneer with a specialized focus on financial inclusion in emerging and frontier markets. Through Quona Capital, she leads investments in micro, small, and medium-sized businesses to drive economic growth and provide solutions to underserved and underbanked communities.Quona focuses on innovative fintech solutions that bridge the financial infrastructure gap in these regions. By investing in digital payments, tailored lending platforms, accessible insurance, and neo-banking services, Quona enables millions of people to access financial tools previously unavailable to them. Her investments in emerging markets center on creating sustainable financial products that cater to the unique needs of local populations.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK

In this episode, in collaboration with the International Masters of Gaming Law (IMGL), Cristina Romero of Loyra Abogados, breaks down the complex, often-overlooked, world of fundraising in regulated iGaming markets.With nearly 15 years of experience advising on cross-border gaming finance and acquisitions, she explains why fresh capital is essential for driving innovation, market entry and long-term sustainability in an increasingly capital-intensive industry.From Spain and Sweden to Brazil and beyond, Cristina explores the investment landscape in both mature and emerging iGaming jurisdictions. She categorises the three dominant investor profiles, generalist private equity, gambling-savvy venture firms, and strategic industry players, unpacking what each seeks in a high-risk, high-reward environment.In the final segment, the conversation turns to the evolving relationship between traditional regulated operators and disruptive ‘adjacent' tech firms in Web3, blockchain and AI-powered marketing. Cristina explains how unregulated innovators are setting new benchmarks for speed and agility, often providing vital tools that solve operational pain points for legacy brands.To read more on the topic discussed in today's episode, click on the following link:- https://www.imgl.org/publications/imgl-magazine-volume-3-no-1/raising-capital-in-regulated-gambling-and-betting-markets/Host: Ted MenmuirGuest: Cristina RomeroProducer: Anaya McDonaldEditor: James RossiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they're joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.From the DXY and Copper's charge to Emerging Markets, tariff fatigue and James' fresh concept of RE-globalisation, the team breaks down what's driving portfolios now — and where they're positioning next.Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It's a market wrap, punting preview and dining guide all in one BIG SHOW.Tune in, take notes, and get your edge for the week ahead.#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #AcastSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Expanding into emerging markets? Finance teams face a whole new level of risk and opportunity. In this episode of Corporate Finance Explained, we reveal how multinational companies manage currency risk, political instability, and regulatory complexity when operating in fast-growing economies.Learn how Tesla structured its China expansion, how Coca-Cola hedges naira risk in Nigeria, and how Unilever handles pricing and compliance in India.

Is it the end of the US markets as we once knew them? No way! But the US dollar is fading and that creates a major shift in global investment markets.For Australian investors it's time to hedge and it's also time to look at two key investments you may not have considered until now. Will Hamilton of Hamilton Wealth Partners joins Associate Editor - Wealth, James Kirby in this episode. ----------------- In today's show, we cover: Gold...the outlook from here Emerging Markets present an opportunity Are European shares really going to pay at last? Is there an inheritance tax on super or not? See omnystudio.com/listener for privacy information.

Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging. Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist.Today – is the demand for U.S. assets declining? Let's look at the recent trends in global investment flows.It's Wednesday, July 9th at 1pm in New York.The U.S. equity market has reached an all-time high, but at the same time lingering uncertainty about U.S. trade and tariff policies is forcing global investors to consider the riskiness of U.S. assets. And so the big question we need to ask is: are investors – particularly foreign investors – fleeing U.S. assets?This question comes from recent data around fund flows to global equities. And we have to acknowledge that demand for U.S. stocks overall has declined, going by high-frequency data. But at the same time, we think this idea is exaggerated. So why is that? As many listeners know, fund flows – which represent the net movement of money into and out of various investment vehicles like mutual funds and ETFs – are an important gauge of investor sentiment and market trends. So what are fund flows really telling us about investors' sentiment towards U.S. equities? It would be nice to get an unequivocal answer, but of course, the devil is always in the details. And the problem is that different data sources and frequencies across different market segments don't always lead to the same conclusions. Weekly data across global equity ETF and mutual funds from Lipper show that international investors were net buyers through most of April and May. But the pace of buying has slowed year-to-date versus 2024. Still, it remains much higher than during the same period in 2021 through 2023. Treasury TIC data point to something similar – a slowdown in foreign demand, but not significant net selling. So where are the flows going, if not to the U.S.? They are going to the rest of the world, but more particularly, Europe. Europe stocks, in fact, have been the biggest beneficiary of decreasing flows to the U.S. Nearly $37 billion U.S. has gone into Europe-focused equity funds year-to-date. This is significantly higher than the run-rates over the prior five years. What's more notable here is that year-to-date, flows to European-focused ETFs and mutual funds dominated those targeting Japan and Emerging Markets. This suggests that Europe is now the premier destination for equity fund flows, with very little demand spillovers to other regions' equity markets.These shifts have yet to show up in the allocation data, which tracks how global asset managers invest in stocks regionally. Global equity funds' portfolio weights to Rest-of-the-World has gone up by roughly the same amount as allocation to the U.S. has come down. But allocation to the U.S. has actually gone down by roughly the same amount, as its share in global equity indices; which means that If allocation to the U.S. has changed, it's simply because the U.S. is now a smaller part of equity indices. Meanwhile, an estimated U.S.$9 billion from Rest-of-the World went into international equity funds, which excludes U.S. stocks altogether. Granted, it's not a lot; but scaled for fund assets, it's the highest net flows international equities have seen. In other words, some investors are choosing to invest in equities excluding U.S. altogether. These trends are unlikely to reverse as long as lingering policy uncertainty dampens demand for U.S.-based assets. But as we've argued in our mid-year outlook, there are very few alternative markets to the U.S. dollar markets right now. U.S. stocks might start to see less marginal flows from foreign investors – to the benefit of Rest-of-the-World equities, especially Europe. But demand is unlikely to dry up completely over the next 12 months. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Luke Mulks, Vice President of Business Operations at Brave Software, discusses the tokenization of finance, exploring how cryptocurrencies and blockchain technology are reshaping the financial landscape. He also discusses the significance of stablecoins and their growing adoption in emerging markets. Key Takeaways:  The basics of stablecoins and their role in bringing stability to crypto markets How tokenized equities are removing barriers to global investment access The potential of blockchain to empower emerging markets and under-banked populations Key regulatory advancements shaping the adoption of stablecoins in the U.S. Guest Bio: Luke Mulks is the Vice President of Business Operations at Brave Software, where he helps lead the company's privacy-focused advertising and Web3 initiatives. Since joining in 2016, he's played a key role in launching Brave Ads and expanding the Basic Attention Token (BAT) ecosystem. A former ad tech executive and media producer, Luke also hosts The Brave Technologist podcast, which helps make emerging tech like AI and blockchain more accessible for all. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

The global impacts of US trade policy and tariffs continue to ripple through the global economy. Renowned economist and Senior Fellow at the Council on Foreign Relations, Brad Setser, joins Janet Henry, HSBC's Global Chief Economist, to discuss the outcomes so far and the implications ahead. Their wide-ranging conversation also covers new patterns in investment allocations and trade flows, the impacts on the US dollar, China-US trade relations, and how Emerging Markets are faring.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Gulf Cooperation Council (GCC) Exchanges Conference in London on 17 June 2025. Read more about the GCC conference here https://www.business.hsbc.com/en-gb/campaigns/hsbc-gulf-cooperation-council-conference-gccDisclaimer: Views of external guest speakers do not represent those of HSBC.

A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations. Featured are Xingchen Yu, Emerging Markets Strategist, and Laura Smith, Equity Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Nick Kunze of Sanlam Wealth unpacks MultiChoice's potential tie-up with Canal+ and Hudaco's acquisition-driven outlook. Herman van Papendorp from Momentum Investments shares his economic forecast for the rest of 2025. Sashin Naidoo of CDH weighs in on why employers may soon be barred from requesting pay slips from jobseekers.

The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025.This podcast explored the current global economic landscape and investment strategies for the second half of the year.The discussion focused on the outlook for global growth and its impact on market sentiment, with a particular emphasis on the emerging concept of “resilience” in European and emerging markets.The conversation examined the concentration risk posed by the “Magnificent Seven” tech stocks dominating US equity gains and explored the need for diversification in a concentrated market environment.We address immediate market concerns around the upcoming US tariff deadline on July 9th and how clients are positioning their portfolios accordingly.Dan outlines the potential implications of tariffs on US inflation and whether this could undermine the Federal Reserve's traditional monetary policy effectiveness and credibility in meeting its dual mandate.The conversation concluded with recommendations on asset allocation shifts, geographical diversification strategies, and sector-specific opportunities. Hosted on Acast. See acast.com/privacy for more information.

In today's episode, Kimberly Zhang sits down with Ram Mahidhara, former Chief Investment Officer at the International Finance Corporation (IFC), part of the World Bank Group. Ram reflects on his decades of experience investing across emerging markets, driving inclusive growth through private capital, and championing the role of fintech in global development. Tune in to hear about: • How technology and private investment are reshaping financial inclusion in emerging economies • Lessons from leading cross-border investment strategies at scale • Ram's perspective on the role of fintech in sustainable development and what's next for innovation in underserved markets

Manpreet speaks to Audrey about how to position ahead of the expiry of Trump's tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds.Find out more from our latest Weekly Market View report here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan's laser focus on creating shareholder value. If you're interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, this episode is for you. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm's 2025 Midyear Outlook.They explore why the long-term economic picture has become less predictable, how mega forces like AI and geopolitical fragmentation are reshaping global economic markets, and what “investing in the here and now” really means. From the role of private capital in funding infrastructure and energy to the balance between strategic and tactical asset allocation, Glenn shares how investors can find opportunity amid uncertainty in the economy—and what risks investors should watch for in the second half of the year.Sources: 2025 Midyear Outlook, BlackRock Investment InstituteKey moments in this episode:00:00 Introduction to 2025 Market Volatility01:55 Introducing the Investment Midyear Outlook02:46 Geopolitical Fragmentation and Mega Forces03:48 3 Investment Themes In 202505:10 Navigating Uncertainty and Risk08:47 The Role of AI and Energy in Investments13:19 Geopolitical Landscape and Trade Policies16:49 Conclusion and Key Takeaways19:30 Summer Series on The Bid

Can profit and planet go hand in hand? As public climate financing falls short, attention turns to the private sector. But can businesses do good for the environment while still making a return? Tânia Trindade of SODEFOR, a forestry company managing a million hectares in the Congo River Basin, believes they can. She shares how the company balances sustainability and profit in one of the world's most vital ecosystems—and why private capital may be essential to the climate fight.

In dieser Folge von „How to Hack“ treffen wir Michel Weiss und Leonard Stiegeler, die Gründer des globalen Leadership-Netzwerks Counder. Die beiden erzählen, wie aus einer Konferenz in Kapstadt eine internationale Community von Investoren, Unternehmer:innen und Entscheidungsträger:innen geworden ist – und warum Networking in Zeiten von KI-Disruption und Emerging Markets wichtiger ist als je zuvor.Wir sprechen über:Ihre eigenen Karrieren von Hamburg und Baden-Baden nach Lateinamerika, Afrika und LondonDen Aha-Moment am Kap der Guten Hoffnung: Warum Kapstadt zum “Davos im Sommer” taugtDen Counder-Spirit: Invite-only, Handschlagkultur und AI-gestützte Matchmaking-ToolsSo entsteht echte Augenhöhe zwischen Startups, Corporates und InvestorenWarum Global South und Tech-Trends wie KI, Web3 & Renewables auf Counder ganz oben stehenDie Counter Citizen Awards für visionäre Kapstädter:innenUnd das Geheimnis, wie man 500 globale Leaderinnen und Leader in Turnschuhen vernetztEin inspirierender Talk über mutige Entscheidungen, sinnstiftende Konferenzen und die Kraft vertrauensvoller Verbindungen.

In this episode of the Real Estate Pros Podcast, host Michael Stansbury interviews Matt Stout, a seasoned mortgage broker and expert in short-term rental financing. Matt shares his journey from being a pizza delivery guy to becoming a successful mortgage broker and short-term rental investor. He discusses the evolution of the short-term rental market, the challenges faced by investors, and the importance of leveraging unique properties. Matt also provides insights on identifying emerging markets for short-term rentals and offers valuable advice for aspiring investors. The conversation concludes with a glimpse into Matt's personal life and his passion for helping others succeed in real estate investing. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Zoe Newman, Regional Managing Director and Global Co-Head of Financial Investigations at Kroll, discussed her 25-year career at the firm, focusing on complex fraud investigations in emerging markets. She highlighted the rise of organized crime using AI and social engineering to target corporates, emphasizing the need for better employee training and data monitoring. Newman noted the growing importance of supply chain risk, bribery and corruption, and culture investigations. SHOW NOTES 01:16 Career Journey 14:40 Evolution & Challenges in Corporate Fraud 25:45 Trends & Opportunities in Corporate Investigations 30:48 Final Thoughts and Recommendations

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research by The BlackRock Foundation. So how can investors ensure they're pulling all the levers at their disposal to retire on their own terms?Rob Crothers, Head of U.S. Retirement for BlackRock, will discuss the current state of the retirement landscape and help us unpack a toolkit for retirement savers that's been proposed by the Bipartisan Policy Center and how investors and employers can plan for the future.Key moments in this episode:00:00 Introduction: The Importance of Saving for Retirement00:17 Exploring the SECURE 2.0 Act and Retirement Universals02:01 Current Retirement Landscape and Policy Changes04:06 BlackRock's D.C. Retirement Summit and Key Recommendations06:28 Mechanisms for Better Saving Behavior11:40 Encouraging Early Financial Education14:24 Market Volatility and Long-Term Saving Strategies16:50 Actionable Retirement Considerations18:18 Conclusion and Upcoming TopicsCheck out this playlist on investing for retirement here: https://open.spotify.com/playlist/08Fx1iZaBwLclqpswIbjUq

Was steht beim Zollstreit mit den USA für Schwellenländer wie Indien oder Brasilien auf dem Spiel? Marcus Weyerer, ETF-Stratege und Schwellenländer-Experte beim Vermögensverwalter Franklin Templeton, erklärt die Folgen.

Exciting Investment Ideas in New Company Rankings. They include many great sustainable stock investment opportunities in companies outside the USA. By Ron Robins, MBA Transcript & Links, Episode 155, June 27, 2025 Hello, Ron Robins here. Welcome to my podcast episode 155, published June 27, 2025, titled "Exciting Investment Ideas in New Company Rankings.” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 13 articles for you in this podcast! ------------------------------------------------------------- Article 1: Best Renewable Energy Stocks to Buy Before They Soar The first article I'm covering is titled Best Renewable Energy Stocks to Buy Before They Soar. It was found on industryleadersmagazine.com and is by Christy Gren. Here is some of what she says about her stock picks. “1. NextEra Energy (NEE): The Titan of Clean Utility NextEra Energy is the largest producer of wind and solar energy in the world. With its regulated utility, Florida Power & Light, and a massive renewable portfolio, it's often viewed as the safest bet in clean energy. Its long track record of dividend growth and strong balance sheet make it ideal for long-term investors… A mix of regulated revenue and renewable expansion gives NextEra Energy both stability and upside—a rare combination in energy. 2. Brookfield Renewable Partners (BEP): Global Diversification at Scale With operations spanning North America, South America, Europe, and Asia, Brookfield provides broad access to hydro, wind, solar, and energy storage. As one of the largest pure-play renewable stocks to invest in, its long-term contracts and conservative financials make it a wealth-building machine… Geographic and technological diversification cushions against regulatory and market risk, offering solid growth and income. 3. Enphase Energy (ENPH): Dominating Solar Tech Enphase isn't building solar panels, it's redefining how they work. Known for its cutting-edge microinverters and energy management systems, Enphase benefits directly from residential solar growth and rising energy storage adoption… Technology leaders in fast-growing niches often outperform. Enphase is a pure play on smarter, more efficient solar power. 4. First Solar (FSLR): America's Solar Manufacturer While many solar companies outsource manufacturing, First Solar produces its panels in the U.S., making it a key beneficiary of domestic subsidies and reshoring trends. Its cadmium telluride technology offers cost and performance advantages over traditional silicon-based panels… Vertical integration and domestic production give First Solar a geopolitical edge in a competitive global market. 5. Plug Power (PLUG): Hydrogen's Bold Bet Plug Power is a leader in hydrogen fuel cell technology for vehicles, industry, and power generation. Though not yet profitable, its partnerships with Amazon, Walmart, and global logistics players show real market traction… High-risk, high-reward plays like Plug Power can deliver outsized returns if you're patient and can handle volatility. 6. Tesla (TSLA): More Than Just EVs While known for electric cars, Tesla's energy division is growing fast. Its solar roofs, Powerwall batteries, and massive grid-scale storage projects position it as a holistic clean energy provider, not just a car company… Disruption comes from companies that integrate hardware, software, and infrastructure. Tesla's renewable arm could be its next trillion-dollar story. 7. Clearway Energy (CWEN): Clean Power, Reliable Dividends Clearway owns a mix of solar and wind farms across the U.S., with long-term contracts that ensure predictable income. Its focus on dividend-paying renewable assets makes it ideal for conservative investors looking for income and impact… Not every green investment has to be high-growth. Clearway offers stability and passive income in a volatile market. 8. Albemarle Corporation (ALB): Powering the Battery Boom Albemarle is a leading lithium producer, supplying the battery materials that power electric vehicles and grid storage. As the backbone of clean tech, lithium demand is projected to surge in the coming decades.” Sometimes the best renewable energy stocks for growth aren't utility companies, they're the suppliers fueling the ecosystem.” End quotes. ------------------------------------------------------------- Article 2: Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now My second article continues the renewable energy theme. It's titled Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now. The story was found on finance.yahoo.com and is by Pathikrit Bose. Here are some of his thoughts about his stock pick. “If President Donald Trump's ‘Big Beautiful Bill' passes, it would not be so beautiful for companies in the solar industry. This reality was evident in the meltdown that solar stocks witnessed on news that the Senate version of the bill looks to fully phase out both solar and wind power tax incentives by 2028. So, where does that leave First Solar, whose shares have corrected by nearly 18% already this year? In a pretty good place, if analysts are to be believed. First Solar (FSLR) First Solar specializes in large-scale utility solar projects and integrated photovoltaic (PV) systems. The company designs, manufactures, and sells CdTe thin-film photovoltaic modules and is the only major solar manufacturer headquartered and producing in the U.S. Its market cap currently stands at $15.4 billion, making it one of the largest companies in the industry. Now, there are some valid reasons for First Solar stock's decline with the ‘Big Beautiful Bill'… With such legislation pending, investors fear that developers may cancel or delay new solar installations, shrinking First Solar's total addressable market. Consequently, this may hurt project bookings and revenue visibility for First Solar. However, I reckon First Solar's correction has been overdone, and projections about its downturn extending further are misplaced. Why? Let's have a closer look. First Solar's Financials Are Not That Worrisome First Solar has had a tough time in recent quarters as its earnings have missed estimates, with the latest quarter even seeing the company's earnings witness a yearly decline. However, its net sales did surpass the Street estimates and rose on an annual basis, accompanied by a decrease in short-term debt… Management remains confident about the company's long-term prospects based on its ‘Made in USA' strategy with CEO Mark Widmar commenting, ‘Despite the near-term challenges presented by the new tariff regime, we believe that the long-term outlook for solar demand, particularly in our core U.S. market, remains strong, and that First Solar remains well-positioned to serve this demand. This belief is based on the unique profile of First Solar compared to its peers, as America's largest, and most established solar module manufacturer, and the country's only fully vertically integrated producer, our significant network of domestic supply chain vendors, and our proprietary CadTel-based semiconductor.' Shining Light in a Growing Industry First Solar appears poised to win the battle for solar industry dominance for a few reasons. First is its unique CdTe thin-film solar technology, which gives the company a distinct advantage by insulating its supply chain from the risks associated with China-dependent crystalline silicon. With roughly 95% of solar modules globally based on crystalline silicon, First Solar stands out as the only large-scale solar manufacturer with international reach using cadmium telluride technology… Another key strength is its strong domestic manufacturing base… The surge in artificial intelligence-driven infrastructure further plays to First Solar's strengths… First Solar's product line, especially its utility-scale thin-film modules, is particularly suited to meet the reliability and performance requirements of this growing segment… Analyst Opinions on First Solar Stock Analysts remain bullish on First Solar stock, assigning it a rating of ‘Strong Buy' with a mean target price of $211.81. This denotes upside potential of about 45.5% from current levels. Out of 31 analysts covering the stock, 25 have a ‘Strong Buy' rating, two have a ‘Moderate Buy' rating, three have a ‘Hold' rating, and one has a ‘Strong Sell' rating.” End quotes. ------------------------------------------------------------- Article 3: World's Most Sustainable Companies of 2025 Now, this next article is a great ranking of companies. It's titled World's Most Sustainable Companies of 2025 and found on time.com. The introduction is by TIME Staff. Here are some brief quotes from the article. “Statista and TIME have joined forces to identify the World's Most Sustainable Companies of 2025, aiming to highlight corporate responsibility and promote sustainable practices… The ranking process began with a comprehensive selection from over 5,000 of the world's largest and most influential companies, considering factors such as revenue, market capitalization, and public prominence… The first step excluded companies involved in non-sustainable industries like fossil fuels or deforestation. Additionally, companies appearing on negative lists related to sustainability issues, such as those identified as carbon majors or associated with environmental catastrophes, were automatically disqualified… The second step involved assessing companies based on external sustainability ratings and commitments from reputable organizations. Key criteria included CDP ratings, adherence to the UN Global Compact, alignment with the Science Based Targets initiative (near-term and long-term), inclusion in the S&P Global Sustainability Yearbook, participation in the UNFCCC Race to Zero campaign, and MSCI ESG & SRI evaluations… The final step involved researching various environmental and social Key Performance Indicators (KPIs) from companies' Corporate Social Responsibility (CSR) reports. See the full list of companies here.” End quotes. Note: the top 5 companies in the ranking are Schneider Electric (France), Telefónica (Spain), Brambles (Australia), Temenos (Switzerland), and Moncler (Italy). Interestingly, none of these top companies are from the USA. ------------------------------------------------------------- Article 4: These 50 Canadian corporations are carving out a more sustainable future My final article is titled These 50 Canadian corporations are carving out a more sustainable future. It's found on corporateknights.com, and the introduction is by Rick Spence. Though this will mainly interest Canadians, many companies cited might interest ethical and sustainable investors globally. Here is some of what Mr. Spence says in his piece. “The Best 50 ranking was first developed back in 2002 to track the sustainability journeys of Canada's most environmentally and socially conscious companies. This year's list shows that corporate Canada's ethical vanguard is not only actively reducing its carbon footprint, but finding new and creative ways to connect with their customers, create fairer workplaces and develop more prosperous and resilient communities… Yes, greenwashing and window-dressing still dominate the business landscape, but rankings like the Best 50 prove that progress is possible. Even the best companies have flaws. But on the whole, this list demonstrates that many Canadian firms are preparing themselves for increasing change and creating value by prioritizing transparency, innovation and action.” End quotes. Note: the top 5 companies in the ranking are Boralex Inc. (BLX.TO), Stantec Inc. (STN.TO), Innergex Renewable Energy Inc. (INE.TO), The Co-operators (private), and the Royal Canadian Mint (government-owned). ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: A Comparative Look at the Costs of Faith-Based ETFs on etftrends.com. By Elle Caruso Fitzgerald. 2. Title: Canada Sustainable Funds 2024 Review on morningstar.com. 3. Title: Best Halal Mutual Funds In India (2025 List) on tradersunion.com. By Alamin Morshed. 4. Title: JUST: ESG ETF Doing The Job, But Not The Best on seekingalpha.com. By Fred Piard. 5. Title: Goldman Sachs Launches Green Bonds ETF for Emerging Markets on carboncredits.com. By Aiden Green. 6. Title: Octopus Energy launches first African renewable energy fund on msn.com. By GlobalData. 7. Title: Top 10: Solar Energy Companies on energydigital.com. By Jasmin Jessen. 8. Title: Top Halal Stocks To Invest In Bangladesh 2025 on tradersunion.com. By Alamin M. 9. Title: Examining the Top 5 UK ESG Investment Funds on sustainabletimes.co.uk. By Georgina Thomas ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Exciting Investment Ideas in New Company Rankings.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on July 11th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea's Samsung and SK Hynix.======== 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

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed.During this episode, Santosh is joined by Jaime Tabachnik, Co-Founder and CEO at Solvento, a company unlocking the flow of money for truckers in Latin America. During the conversation, Santosh and Jaime discuss the intersection of freight and finance. Jaime shares his transition from civil engineering to logistics and payments, and how his experience led to founding Solvento. The company aims to help SMEs in the Mexican trucking industry by providing software and financial solutions to improve cash flow and efficiency. They discuss Solvento's $50 million lending facility, the specifics of the Mexican trucking market, and the impact of nearshoring. Jaime also addresses venture capital investment in lending models, the potential for transformative change in the Mexican economy, and more.Highlights from their conversation include:Solvento and Logistics Payment Automation (0:41)Jaime's background in Supply Chain and Logistics (1:51)Solvento's Infrastructure for Freight Industry (9:46Lending Facility and Quick Pay Solutions (15:49)Mexican Trucking Industry Insights (22:34)Nearshoring and the Mexican Supply Chain (25:53)Lending Models in Emerging Markets (28:39)VC Investment and Capital Efficiency (30:51)Jaime's Motivation and Industry Impact (32:05)Rapid Fire: Security, Elections, and Interest Rates (34:01)Final thoughts and takeaways (37:01)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

The 361Firm Briefing on June 24, 2025, covered global economic and geopolitical updates, including the impact of the Iran situation on oil prices and the potential for regime change. Stephen Burke highlighted economic uncertainties, with global growth revisions down to 2.3% and the Fed's dual mandate challenges. John Price discussed Latin America's robust growth, driven by favorable demographics and economic reforms, predicting 2.1% growth this year. Tim McCarthy emphasized Eurasia's recovery potential, noting a 7.6 PE ratio and 3% average growth. Yuyo Angoma-Mzini highlighted Africa's tech-driven solutions and the recovery from the funding winter, with $1 billion in VC funding reached by mid-May 2025. The meeting discussed economic and investment opportunities in Africa, India, and Saudi Arabia. Yuyo Angoma-Mzini highlighted currency challenges and technology adoption in Africa, noting a 7.4% Q4 GDP growth in India, and 6.5% projected for the current year. Serene from Dovetail detailed India's $3.3 trillion asset under custody, with $370 billion from the US, and a 6.5% inflation rate. Areej from Saudi emphasized the country's rapid development and investment from global firms, including BlackRock. The discussion also covered the impact of the Mexican judicial election on economic development and the creation of breakout rooms for further discussions.You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:  - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/361firm - Weekly Digests: www.361firm.com/digest

Morgan Stanley's Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia Equity Strategist. Today I'll discuss why we remain positive on India's long-term equity story.It's Tuesday, the 24th of June at 9am in Singapore.We've had a long-standing bullish outlook on the India economy and its stock market. In the last five years MSCI India has delivered a total return in U.S. dollars of 145 percent versus 94 percent for global equities and just 39 percent for emerging markets. Indian equities are our most preferred market within Asia for three key reasons. First, India's superior economic and earnings growth. Second, lower exposure to trade tariffs. And third, a strong domestic investor base. And all of this adds up to structural outperformance not just in Asia but indeed globally, and with significantly lower volatility than peer group markets. So let's dive deeper. To start with – the macroeconomic backdrop. We expect India to account for 20 percent of overall incremental global GDP growth in the coming decade. Manufacturing competitiveness is improving thanks to bolstered infrastructure in power, ports, roads, freight transport systems as well as investments in social infrastructure such as water, sewage and hospitals. Additionally, India's growing middle class offers market opportunities to companies across many product categories. There's robust domestic consumption, a strong investment cycle led by public and private capital expenditure and continuing structural reforms, including in the legal sphere. GDP growth in the first quarter was more than 7 percent and our team expects over 6 percent in the medium term, which would be by far the highest of the major economies. Furthermore, we continue to expect robust corporate earnings growth. Since the end of COVID, MSCI India has delivered around 12 percent per annum [U.S.] dollar earnings per share growth versus low single digits for Emerging Markets overall. And we forecast 14 percent and 16 percent over the next two fiscal years. Growth drivers in the short term include an emerging private CapEx cycle, re-leveraging of corporate balance sheets, and a structural rise in discretionary consumption – signaling increased business and consumer confidence, after last year's elections. Another key reason that we're positive on India currently is its lower-than-average vulnerability to ongoing trade and tariff disputes between the U.S. and its trade partners. Exports of goods to the U.S. amount to only 2 percent of India's GDP versus, for example, 10 percent in Thailand or 14 percent in Taiwan. And India's total goods exports are only around 12 percent of GDP. Moreover, for the time being, India's very large services sector's exports are not exposed to tariff actions, and are actually early beneficiaries of AI adoption. Finally, India's strong individual stock ownership means that there's persistent retail buying, which underpins the equity market. Systematic Investment Plan (SIP) flows driven by a young urbanizing population are making new highs, and in May amounted to over U.S.$3 billion. They provide consistent capital inflows. That means that this domestic bid on stocks is unlikely to fade anytime soon. This provides a strong foundation for the market and supports valuations which are slightly above emerging market averages. It also means that its market beta to global equities are low and falling, approximately 0.4 versus 1.1 ten years ago. And price volatility is well below other emerging markets. All told, making India an attractive play in volatile times. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Stacie Mintz, head of quantitative equity for PGIM Quantitative Solutions, says that equity valuations in emerging markets are at their most attractive level relative to U.S. stocks in decades. That's not a surprise, as emerging markets have underperformed domestic markets for the last 13 years, but Mintz says the time has come for diversification to pay off. While the headline risks of tariffs, trade wars and geopolitics loom large,she said current values are compelling enough that investors should be comfortable waiting for a payoff when the news cycle calms down. Jasmine Escalera discusses a survey done by LiveCareer which showed that "ghost job postings" — listings for phantom jobs that don't exist — have become a staple of the hiring process for nearly half of all American human-resources  pros. Plus Richard Howe, editor of the Stock Spin-off Investing newsletter, returns to the Market Call, talking about what can make spin-offs attractive, compares the roll-out of subsidiaries to the initial public offering process and discusses howlong spin-off effects linger.

Tether CEO Paolo Ardoino returns to Bankless at a historic moment for stablecoins. With the Genius Act advancing in the U.S. Congress, Paolo discusses what regulatory clarity means for Tether, the future of USDT, and the company's plans to launch a domestic stablecoin. We explore the Circle IPO hype, Tether's eye-popping profits, its growing presence in the U.S. Treasuries and Bitcoin mining, and how grassroots distribution across emerging markets powers its dominance. Paolo also gives a glimpse into Tether's ambitions in AI, tokenized gold, and the battle to distribute the dollar where banks can't reach. ------

Today, we have an exciting guest on the podcast - Rah Mahtani from Alibaba.com. We dive into the impact of tariffs on Alibaba's business, the shifts in sourcing behavior among American importers, and the biggest emerging countries in manufacturing that might be worth considering in the future. Struggling with tariffs? Unsure about upcoming changes? Let's talk! With Portless, you only pay tariffs after your customers pay you – so your cash always moves faster than your costs. Schedule a risk assessment and leverage tariff deferment today. All new customers get $1,000 to reinvest in their business. For today's episode, we have a special guest.  We have the Head of Commercial Strategy of Alibaba, Rah Mahtani.  We talk about tariffs, other countries that are seeing rising demand and what Alibaba is currently focused on to grow their portfolio of manufacturers. This episode is one not to miss!   The Big Takeaway Tariffs create cash flow challenges for businesses. Alibaba saw a surge in new customers during high tariff periods. Sourcing behavior is shifting towards larger orders and long-term planning. Vietnam and Mexico are emerging as key sourcing countries. Alibaba is committed to increasing supplier diversity. Community engagement is a priority for Alibaba. Alibaba offers various services beyond sourcing, including logistics support. The company is focused on educating suppliers in emerging markets. There is a growing demand for nearshoring and offshoring. Alibaba's headquarters in Hangzhou is open for tours. Timestamps 00:00 - Introduction to today's guest 05:02 - Impact of Tariffs on Alibaba's Business 09:49 - Shifts in Sourcing Behavior 15:03 - Emerging Markets and Supplier Diversity 19:57 - Community Engagement and Alibaba's Services As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.  Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening! Until next time, happy selling!

Join host Michelle Baltazar as she chats with Pablo Berrutti, senior portfolio specialist at Stewart Investors, about emerging market investment opportunities and their main growth drivers. Berrutti also explains why Samsung, Wallmex and Bank of the Philippine Islands are featured in their portfolios and why mid-cap US companies offer good value for investors. 00:57 Guest introduction: Pablo Berrutti01:26 Stewart Investors: Under the bonnet03:50 Investment strategies and criteria06:47 What's driving global emerging markets09:18 Stocks to watch 16:55 US companies riding on sustainability trends21:12 DEI-washing: Why it's good for investorsThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

In this short segment of the Revenue Builders Podcast, we revisit the discussion with Matt Maloney, SVP of Global Sales at Fireblocks, to dissect a critical lesson in sales leadership: the unwavering focus on hitting the number. Maloney recounts a pivotal mentoring moment at CloudLock that reshaped his approach to sales strategy, team structure, and market calibration. The episode also explores common missteps in early-stage startups—like trying to pursue too many use cases or building teams misaligned with the product's true market fit. It's a candid and practical masterclass for CROs, sales leaders, and founders navigating go-to-market chaos.KEY TAKEAWAYS[00:01:52] The #1 job of a sales leader isn't building teams—it's figuring out how to hit the number.[00:02:41] Calibration of resources is critical: Balance dominance in core markets with smart expansion into emerging ones.[00:03:41] A hard lesson: Building the wrong sales team for the product's actual market fit can derail everything.[00:04:24] Why focusing on 3-4 key use cases is more effective than spreading thin across many[00:05:50] Avoid copying old playbooks—be objective about your current product and ICP[00:06:35] Collaborate with technical founders: Align sales goals, use data, and define outlier strategies together.[00:07:24] Operating without a clear ICP is dangerous—know how to scale, train, and forecast from it.QUOTES[00:02:15] "Your job is not to build an enterprise sales team or an SMB team—it's to build the right team to hit the number.[00:03:41] "I was convinced our guiding light was to build an enterprise team. What I didn't realize was that our product was really suited for mid-market."[00:05:08] "You can't build world-class products, marketing, or sales training for 13 use cases. Focus is everything.[00:07:00] "Outliers are okay, but you need a plan for them. Don't pretend they're your core ICP."[00:07:47] "If you can't identify your ICP and scale from it, you're operating in dangerous water."Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/blockchain-the-future-of-finance-with-matt-maloney-loysynttEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

Emerging markets investing is increasingly drawing attention from investors seeking high-growth opportunities beyond traditional financial hubs. In this episode, we sit down with Ryan Floyd of Barca Capital, a seasoned global portfolio manager, to uncover how his contrarian, research-driven approach provides an edge in today's complex financial world.For those exploring alternative investments, Ryan offers hard-earned wisdom from the frontlines of investing in Africa and India, tackling the real barriers that keep traditional investors out of these lucrative regions. Whether you're exploring frontier market funds or carving out a career in international finance, this conversation gives you clarity on how to position yourself ahead of trends.Ryan breaks down why he prioritizes free cash flow investing over traditional metrics like EBITDA, and how understanding the nuances of EBITDA vs free cash flow can significantly impact your portfolio's health. You'll also learn how he uses AI in finance for operational efficiency and why small, agile teams are leading innovation globally.Whether you're an investor, aspiring fund manager, or someone navigating the noise of global economic trends, Ryan Floyd's perspective delivers actionable portfolio manager insights to help you make smarter decisions in overlooked markets.Timestamps: 00:00 – Intro: Who is Ryan Floyd?01:02 – Ryan's early career & move into international finance02:30 – Starting out in India and pivot to Africa04:15 – Founding the thesis for Barca Capital06:00 – Real-world challenges in frontier market investing08:10 – Understanding client profiles in alternative investments10:00 – Why smaller teams win with AI in finance11:45 – Legacy vs innovation: Investing in today's businesses13:30 – EBITDA vs free cash flow: Ryan's strong stance16:10 – Red flags: Fast talkers and flashy resumes17:45 – Views on Bitcoin, gold & fiat currency20:00 – Pricing assets in gold and what it reveals22:00 – How to connect with Ryan & Barca Capital#EmergingMarketsInvesting #RyanFloyd #BarcaCapital #AlternativeInvestments #FreeCashFlow #FrontierMarkets #GlobalInvesting #AIinFinance #InvestmentStrategy #FinancePodcast #InternationalFinance #PortfolioManagerInsightsDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdClick here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but in everyday decision making. But is AI the answer to consistent investment performance, and how can human judgment have the potential to create more resilient investment results? Enter systematic investing, that blends human insight and machine learning to pursue consistent alpha in volatile markets through disciplined processes, alternative data, and continuous innovation.Ronald Kahn, Global Head of Systematic Investment Research at BlackRock, has played a foundational role in shaping the field of quantitative investing over the past few decades. He joins host Oscar Pulido to talk about what it means to pursue consistent alpha in today's markets, how data and technology have evolved investors' expectations and how systematic investing continues to deliver potential in uncertain conditions.Key moments in this episode:00:00 Investment Uncertainty in 202502:23 Pursuing Consistent Alpha in Volatile Markets04:02 The Role of Data and Technology04:26 Alternative Data in Action07:53 Systematic Investing and Technology12:44 Human and Machine Collaboration16:07 Considerations for Individual Investors18:47 Conclusion and Next Episode PreviewCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Matt Judge, European Head of Sales for Singapore Exchange (SGX), helps power our road trip to the International Derivatives Expo (IDX) in London across the finish line. Matt touts SGX's continued effort to boost its emerging market currency offerings by sharing an update on the recent launch of Brazilian Real futures, in partnership with B3. Matt also highlights SGX's success with T+1 and outlines other initiatives aimed at providing clients with cross-border connectivity across various asset classes.Sign up for Modern Money SmartBrief

In this Allocator's Edge episode of the Value Perspective we return our focus to building boutiques in asset management. Our guest is Jamie Carter, who was employee number four at Oldfield Partners, joining at its inception in 2005. He rose through the ranks to become CEO before stepping away just before Covid. Now he's back in the game as a partner at the Emerging Markets' focused boutique Variis Partners. During the episode we discuss Jamie's journey to Variis Partners and why he chose to start again; the evolving landscape for boutiques in the UK and US; why UK regulation may be holding managers back; what it really takes to launch today and what makes it so hard; and finally, the challenges of raising capital in a tough market for Emerging Markets. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

In Episode 93 of The Frustrated CEO Podcast, hosts Patrick Lyons and Patsy Feeman tackle a game-changing truth: growing your business isn't the same as growing it up.If you're focused on scale, revenue, and expansion—but still dealing with chronic frustration, poor accountability, or reactive leadership—this episode is your wake-up call.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Mark Hughes and Kevin Ritter, CFA charterholders and Co-Heads of Emerging Market Debt at PPM America. Together, they explore the evolving opportunity in investment grade emerging market debt and its growing relevance for insurance general account portfolios. Drawing on decades of experience, Mark and Kevin address common misconceptions, highlight the risk-return profile of EM credit, and explain why the asset class may offer compelling value compared to traditional U.S. investment grade allocations.   The conversation also delves into how insurers can think about portfolio integration, private vs. public EM debt, sovereign vs. corporate exposures, and how geopolitical shifts and trade policy are influencing asset allocation decisions. With practical insights tailored specifically for insurance investors, this episode provides a timely look at a segment of the market often misunderstood but increasingly important in today's global fixed income landscape.

Today we're joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at  Soros Fund Management under current Treasury Secretary Scott Bessent. In today's episode, Whitney discusses the current macroeconomic landscape, emphasizing the end of the ‘buy the dip' mentality and the unique challenges the U.S. faces as the bubble finally comes to an end. She touches on the challenges and opportunities in emerging markets, the impact of tariffs & AI on global growth dynamics, and ‘The Triple Yasu' phenomenon. Finally, Whitney addresses the role of gold in investment portfolios, advocating for its inclusion as a hedge against currency debasement and economic uncertainty. (0:00) Starts (1:21) Introduction of Whitney Baker (3:05) Global macro landscape (10:12) US debt dynamics (18:26) Market shifts, potential solutions, and foreign investment dynamics (23:31) AI's impact on productivity (30:31) US fiscal policies (38:29) The "Triple Yasu" (43:33) Opportunities in foreign and emerging markets (47:12) Historical debt solutions and modern financial strategies (53:23) How tariffs help national security (59:07) Emerging market bonds (1:06:08) Chinese industrial capacity (1:18:08) China and India's financial challenges and opportunities (1:32:31) Role of gold in portfolios ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Following our last episode on U.S. equities with Carrie King, we're expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment.Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA, and Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock, will unpack how equity markets across Europe and Asia are responding to these changing dynamics, whether companies are absorbing the cost of tariffs or passing them on to consumers, and what resilience looks like for investors in markets shaped by volatility and transformation.Key moments in this episode:00:00 Introduction to Global Equity Markets Landscape02:00 Asian Market Dynamics and Tariff Strategies04:05 European Companies' Resilience and Stock Specifics06:53 Drivers of European Market Performance08:30 AI and Other Investment Opportunities in APAC11:08 Themes and Opportunities in European Equities13:08 Insights on UK Market and Investor Strategies19:42 Conclusion and Final ThoughtsCheck out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. #CapGroupGlobal    For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.     U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com    Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group 

In today's 40 Minute Mentor episode, we're joined by Adriana Restrepo, Co-Founder of crypto FinTech, Deblock.  Before building Deblock, Adriana spent 3 years at Revolut, overseeing People Operations and holding the COO role.  While she never expected to step into a Founder role, today, Adriana is building the world's safest account for seamless management and exchange of crypto and cash, ensuring users truly own their money.  In this episode, you'll hear more about the significant lessons she learned during her time at Revolut, the secret sauce that's helping her build and scale Deblock, their impressive funding to date and what the future holds for Deblock and the Web3 space.  Episode Chapters:  ➡️ From Corporate life to fast-paced Revolut [04:30]  ➡️ Fundamental lessons from Revolut [11:30]  ➡️ Taking the leap into entrepreneurship [14:00]  ➡️ Building Deblock [17:00]  ➡️ More about today's sponsor [20:00]  ➡️ Co-Founder dynamics & building a team [22:00]  ➡️ Celebrating wins [23:30]  ➡️ Fundraising & growing a diverse team [26:20]  ➡️ The impact of a great COO [35:00]  ➡️ The future of Deblock & Crypto [40:30] 

In this episode of Uncontested Investing, let's dive deep into the world of emerging real estate markets—what they are, how to spot them, and why they present some of the best opportunities for investors looking to get ahead of the curve.   We break down the key indicators like job growth, migration patterns, and infrastructure investments that signal when a market is about to take off. Plus, we share real-world examples of once-overlooked cities that turned into major success stories—and how you can get in early on the next wave.   If you're serious about growing your portfolio in smart, sustainable ways, this episode will show you how to think like a market analyst and act like a pioneer.   Key Talking Points of the Episode   00:00 Introduction 01:00 Seasonal buying strategies: Pittsburgh in winter, Arizona in summer 02:37 The power of suburbs and sister cities: Nashville vs. Memphis 03:38 Military bases and high-cap opportunities 05:14 Resources for tracking migration data 06:37 The 26-50 tier of cities: where hidden gems are found 08:40 Manufacturing resurgence: Detroit, Pittsburgh, Charleston, TX markets 10:10 Two-hour commute range: balance remote life and urban access 11:38 Job growth, diversified industries, population growth 13:33 Holding costs to watch: taxes, insurance, and more 15:25 College towns evolving into full-blown metros 16:35 The BRRR strategy in an emerging market 18:07 Short-term rentals: disaster relief and traveling professionals 19:57 National associations and REI networking groups for on-the-ground intel Quotables   “If you can't find the right opportunity in a big city, look two hours outside of it.”   “Buy when it's not pretty. That's when you get in before the REITs do.”   “The best time to plant a tree was 20 years ago. The second best time is today—same goes for investing in an emerging market.”   Links   RCN Capital https://www.rcncapital.com/podcast https://www.instagram.com/rcn_capital/ info@rcncapital.com   REI INK https://rei-ink.com/

We check back in on the emerging markets by discussing the headwinds facing the US dollar, and what it all means for emerging market assets. Plus, a spotlight on investment considerations surrounding Argentina. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

State of Gaming report: https://tinyurl.com/5eyye63dIn this episode, Mishka Katkoff sits down with Sensor Tower gaming insights analyst Sam Aune to dissect the state of mobile gaming in 2025. They unpack download trends, the evolving UA playbook, the hybrid casual boom, and shifting genre engagement. The conversation dives into emerging markets, how ads really impact player behavior, and what Gen Z expects from modern mobile games. Backed by fresh Sensor Tower data, Aune breaks down where the biggest opportunities—and pitfalls—lie for today's game makers.02:10 Current Trends in Mobile Gaming Downloads05:12 User Acquisition and Monetization Strategies07:45 Engagement Trends in Game Genres11:31 The Rise of Hybrid Casual Games16:49 Emerging Markets and Growth Opportunities23:39 Revenue Trends Across Game Genres27:36 Balancing Niche and Audience Size30:59 The Decline of New Game Releases31:56 Understanding Gen Z Players35:38 Gender Targeting in Game Development41:55 The Role of IP in Game Success45:04 Market Concentration and Expansion Strategies

Jan van Eck is the CEO of vanEck, an investment management firm that takes a self-proclaimed “macro approach” to investing. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. Opportunities in China, India, and Brazil. What falls into Jan's “hated things” bucket. Companies discussed: TSLA, NSE: BHARTIARTL Host: Ricky Mulvey Guest: Jan van Eck Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Investing Options, Investing Apps, Dentists and Equity Firms, Dollar Cost Averaging, Trading Earnings Reports, Investment Portfolio Percentage, Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the Health of a Dividend, Cash into The Market, How to Begin Investing at 18?, Gold and Silver, Where to Invest After 70, Education Plans, Emerging Market, Price Support.Advertising Inquiries: https://redcircle.com/brands