Podcasts about emerging markets

David Skarica discusses his book "Mega Returns: Profit from Maximum Pessimism," highlighting key themes such as the end of asset price inflation driven by excessive debt and government spending. The conversation begins with an exploration of how COVID-19 and the 2008 financial crisis fueled a period of unprecedented debt, leading to inflated asset prices across sectors. Skarica emphasized the dangers of governments overspending during COVID, particularly in the U.S., where interest payments now surpass defense budgets. A concerning sign of fiscal strain. He warned that rising debt levels globally, especially in Japan and emerging markets like Canada and Australia, could trigger a debt crisis, potentially leading to hyperinflation. Investment strategies were a focal point, with Skarica advocating for precious metals such as gold, silver, platinum, and palladium as hedges against inflation. He also suggests specific ETFs for corporate bonds and options trading as actionable strategies. Additionally, he highlighs opportunities in emerging markets, particularly India's growth potential and Argentina as a turnaround play. Green energy and technology are discussed with cautious optimism. While skeptical of some trends, Skarica identifies opportunities in green energy companies and rare earth metals. He remains cautious about cryptocurrencies like Bitcoin, noting their volatility but acknowledging their role as a hedge against dollar devaluation. Finally, Skarica underscores the importance of monitoring bond markets for signs of economic stress, particularly rising yields, which could indicate broader financial instability. His insights provide a comprehensive view of current market dynamics and actionable strategies for investors navigating a complex financial landscape. Timestamp References:0:00 - Introduction0:40 - Profit From Pessimism4:28 - Timing the Debt Mkts.8:52 - Canada & Australia11:40 - Global Bail Outs?14:44 - Revaluing Gold Res.19:23 - Corporate Debt Concerns25:01 - Trade Ideas & Theories27:28 - Opportunity Still in PMs32:52 - Platinum Metals?35:54 - Commodity Prices40:37 - Energy & Agriculture43:52 - Oil Company Risks47:32 - Emerging Markets?49:55 - Argentina?52:01 - New Technology55:05 - Bitcoin & Ethereum57:24 - G. Energy & Rare Earths1:01:08 - New Book Details1:02:16 - Wrap Up Guest Links:Twitter: https://x.com/DavidSkaricaYouTube: https://youtube.com/@profitpessWebsite: https://profitfrompessimism.com David Skarica had an interest in financial markets at an early age. At the age of 16, he read the small booklet “The Plague of the Black Debt”, by James Dale Davidson, which was given to him by his uncle. David was always a sports stat nut, loving football, hockey and baseball stats, which lead to David becoming intrigued with economics and markets. David is such an avid Football and Las Vegas Raiders fan — his principal in grammar school was Bernie Custis, who was the late Raiders owner Al Davis' roommate at Syracuse University, and the first ever African American quarterback in college and pro football history — that he also runs his own football vlog, Raiders Greats, which discusses great Raiders player of the past. He also is a soccer fan who supports Leeds Utd., as his father was born in Leeds, England. In 1996, at the age of 18, David became the youngest person on record (that he knows of anyhow) to obtain the Canadian Securities Course (CSC) license to trade investment securities. In the late 1990s, David felt that the market was becoming another epic bubble similar to the bubble of the 1920s, so he decided at the tender age of 20 to write his first book, Stock Market Panic!, which was published in 1998. Over the next decade, gold soared from $250 an ounce to nearly $1900, while the S&P 500 lost value. In the same year that this book was published, he decided to start his newsletter, Addicted to Profits. The newsletter's name was a spin on Robert Palmer's famed song Addicted ...

VUZ, a startup known for offering immersive video experiences from red carpets and football stadiums, has raised $12 million as it doubles down on its presence in Saudi Arabia and the United Arab Emirates, as well as accelerates expansion into Africa, Asia, and the United States Learn more about your ad choices. Visit podcastchoices.com/adchoices

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode:00:00 Introduction to Investment Opportunities in India00:53 Exploring India's Economic and Demographic Strengths02:41 The Impact of Digitization and Geopolitical Dynamics03:26 Demographics and Economic Growth05:03 Stock Market vs. Economic Growth08:32 Fixed Income Markets and Central Bank Policies10:26 Geopolitical Risks and Tariffs12:47 Investment Risks and Opportunities in Indian Equities15:27 Conclusion and Final ThoughtsCheck out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tASources: “Tapping Into India's Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

Andrew Foster, chief investment officer at Seafarer Capital Partners — manager of the Seafarer Overseas Growth Fund — says emerging markets are poised to thrive in an environment where the dollar is weakening against not only foreign currencies but gold, Bitcoin and "a bag of Doritos." Foster says that the fundamentals are improving for emerging markets, which are showing the potential for a second consecutive year of 12 percent growth in earnings despite tariff and trade concerns. He says stronger stock profits combined with currencies getting stronger against the dollar is "a good setup" for investors looking to diversify a portfolio. Todd Rosenbluth, head of research at VettaFi, also talks international investing, going abroad — though to developed markets rather than emerging markets — with his pick for the ETF of the Week. Plus, Chuck talks about how investors might want to adjust portfolio fits — and follow the advice from recent guests — now that the market has bounced back and crossed into positive territory for the year, reversing the big drops that occurred when tariff policies were first announced.

Bongani Bingwa speaks to Crystal Orderson, award-winning journalist and RMB correspondent, as Season 4 of RMB Africa Focus returns to 702. The series offers fresh insights into Africa’s economic resilience and highlights why the continent remains vital to global investment strategies. Every Thursday on Breakfast, Crystal explores the forces driving Africa’s growth from innovation and infrastructure to policy and private sector development revealing the opportunities that lie ahead when Africa is seen through RMB’s lens of possibility. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

In this episode of 21 Min Pharma Edge, we sit down with Ashok Bhatia, Former President – Emerging Markets at Zydus Group, to explore why Africa is fast becoming a strategic focus for global pharmaceutical companies.From navigating healthcare access gaps to identifying ROI potential, this conversation dives deep into:Why pharma is thinking beyond home marketsThe rise of Africa in pharma expansion strategiesKey healthcare challenges and innovation opportunities in African nationsCultural pitfalls to avoid when entering new marketsA practical 24-month roadmap for pharma market entryRapid-fire fun on regulations, data, supply chains & more!This is a must-watch for pharma leaders, strategists, and innovators looking to make real impact in emerging markets. Don't forget to like, share, and subscribe for more conversations that decode the evolving world of pharma!#Gameofpharma #GlobalPharma #PharmaExpansion #IndianPharma #AfricaPharmaAvailable on YouTube, Spotify, Gaana, JioSaavn, Amazon Music, and Apple Podcasts. Ashok Sir's LinkedIn: https://www.linkedin.com/in/ashok-bhatia-6079a239/Host's LinkedIn: https://www.linkedin.com/in/lokesh-sharma-7250a71a9/Follow us on social media-Website: https://gameofpharma.com/Instagram: https://www.instagram.com/gameofpharma/LinkedIn: https://www.linkedin.com/company/game-of-pharma/

Episode overview: In this conversation, Verto co-founder and CEO Ola Oyetayo shares the journey of building a cross-border payments platform that tackles the unique challenges African businesses face when making international transactions. Since graduating from Y Combinator in 2019, Verto has established itself as what Oyetayo describes as a profitable and cashflow positive fintech serving multiple African markets. Incidentally, the company recently made headlines after winning the prestigious $1 million Milken-Motsepe Prize in FinTech. He discusses his team's pragmatic approach to addressing payment barriers in emerging markets, why traditional financial institutions have failed to serve these regions effectively, and how technology can disrupt traditional banking networks that have historically excluded certain markets. Andile Masuku engages Oyetayo on the evolution of fintech in Africa, the role of privilege and networks in business success, and the future potential of stablecoins to revolutionise cross-border payments in ways that might prove more transformative for emerging markets than developed ones. Key topics: - Verto's position in the cross-border payments landscape - The strategic decision to focus on B2B rather than consumer payments - The untapped $286 billion trade flow between Africa and China - Why 96-97% of business cross-border payments still go through traditional banks - The innovator's dilemma Verto faces with the rise of stablecoins Notable points: 1. In 2018, Oyetayo launched Verto's business model alongside his co-founder Anthony Oduu after spotting a solutions gap for African businesses making international payments outside of traditional banks 2. Verto has been profitable and cash flow positive for approximately 18 months 3. How a chance meeting with legendary VC Vinod Khosla at YC in 2019 first turned him on to the stablecoin investment opportunity—years before they became mainstream 4. The company operates in Nigeria, South Africa, Kenya, Tanzania and the Francophone region 5. Despite previous experience in institutional finance, Oyetayo admits "ignorance is bliss" helped him tackle a problem others saw as too risky 6. The potential of stablecoins to solve liquidity, volatility and capital control challenges in emerging markets Listen out for Oyetayo's take on Paystack's B2C play Zap, the fintech ecosystem implications of Moniepoint's "unicornification," and his contrarian insight that stablecoins will revolutionise emerging markets while having minimal impact in developed economies: "This is not a popular opinion... There's just no case for stablecoins in developed markets. People talk about, oh, it's going to disrupt Visa and MasterCard... I don't see that coming anytime soon." Image credit: Verto

South Africa's GDP growth remains sluggish, but can the right reforms drive a turnaround? In this discussion, Tony speaks with Reza Hendricks, Portfolio Manager at PPS Investments, about the key factors influencing the country's economic outlook.   They discuss the role of infrastructure, logistics, and policy efficiency in unlocking growth, as well as the impact of global tariff wars. Reza shares insights on how PPS Investments is navigating uncertainty, balancing risk, and positioning for future opportunities.   Tune in to gain expert perspectives on the South African investment landscape.

Kevin Carter, Founder and Chief Investment Officer of EMQQ Global and the INQQ Fund joined Steve Darling from Proactive to highlight the resurgence of emerging markets and the strong performance of EMQQ and INQQ funds in 2025. After more than a decade of lagging behind developed markets, Carter believes the tide is finally turning. He noted that the EMQQ Fund is up 20% year-to-date, reflecting growing investor interest and momentum in markets that have long been overlooked. “We're finally seeing a rotation back into emerging markets,” Carter said, pointing to improving fundamentals and demographic tailwinds. Carter outlined a compelling long-term investment thesis: emerging markets represent 85% of the world's population and 90% of its future, as measured by people under 30. These markets also tend to grow faster economically, and they're now undergoing a massive digital transformation. This transformation is being fueled by the widespread adoption of affordable smartphones, which are providing billions of people with internet access for the first time. “They're not getting laptops,” Carter explained. “They're getting their first-ever computer—and it's a low-cost, Android-based smartphone.” This leapfrog into the digital world is creating enormous opportunities for local tech companies, many of which are held by EMQQ and INQQ. Carter cited WeChat in China, Eternal (formerly Zomato) in India, and Nubank in Brazil as standout examples of companies leading the digital consumer revolution in their regions. While geopolitical tensions—particularly between the U.S. and China—continue to cast uncertainty over global markets, Carter stressed that most of the companies EMQQ focuses on are domestically driven and insulated from export-related risks. He remains optimistic about a rebound in emerging markets and sees this as a long-term shift: “We believe the next decade belongs to the digital consumer in emerging markets. The growth story is just beginning.” #proactiveinvestors #hanetf #EmergingMarkets #Investing #Technology #GrowthOpportunities #India #China #EMQQGlobal #TechInvestment #DigitalTransformation #GlobalEconomy #InvestmentStrategies #MarketInsights #KevinCarter #FinancialNews #EconomicOutlook #FutureInvesting #MarketTrends #EmergingEconomies #InvestorTips #MarketAnalysis #InvestmentPortfolio #DigitalIndia #TechBoom #MarketWatch #EconomicProspects

Discover how artificial intelligence can help you master budgeting, investing, credit scores, taxes, and retirement planning-making your financial life simpler and smarter. Today's Stocks & Topics: HP - Helmerich & Payne Inc., SYF - Synchrony Financial, Market Wrap, 6 Ways to Use AI to Improve Your Financial Life, MDT - Medtronic PLC, ASML - ASML Holding N.V., The Trade Deal, Investing in USA, Emerging Market, KO - Coca-Cola Co., Berkshire Hathaway.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

Meta's advanced AI technologies are not only enhancing user experiences across platforms like Facebook, Instagram, and Threads, but also unlocking new opportunities for businesses and content creators. From strategic planning support to boosting creativity and engagement, Meta AI is becoming an indispensable part of various industries—delivering practical value across many aspects of life.In Episode 49 of the Vietnam Innovators podcast (English edition) this week, we sit down with Revie Sylviana, Director of Global Partnerships, SEA & Emerging Markets at Meta. She currently leads a dynamic team across countries including Indonesia, Malaysia, Pakistan, the Philippines, Thailand, and Vietnam—driving the growth and adoption of Meta's products among creators, public figures, athletes, and media professionals.With over 20 years of experience in telecommunications, technology, and social media, Revie has played a key role in shaping effective content and partnership strategies. Her insights promise valuable lessons and compelling perspectives on the future of technology and creativity.—Thank you Meta for accompanying Vietnam Innovators. Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology.Listen to this episode on YoutubeAnd explore many amazing articles about the pioneers at: https://vietcetera.com/vn/bo-suu-tap/vietnam-innovatorFeel free to leave any questions or invitations for business cooperation at hello@vietnaminnovators.com

On the tariff pause between the U.S. and China, Charles Schwab's Jeffrey Kleintop says it's positive not just for both countries, but the world. He talks about how it "sets a ceiling" for other nations and prevents the worst-case scenario for global trade. Jeff also turns to the outperformance of international stocks and the industries investors should have on their radar.======== 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

In the latest episode of the Emerging Market Equities podcast, Nick Robinson speaks with Bob Gilhooly about Trump's first 100 days in office – and explores who might emerge as the winners and losers in his trade war. Podcast was recorded on 7th May 2025

Baldwin Berges, an advisor for the European Commission and the Islamic Development Bank, talks about doing business in emerging markets. In particular for us presentation-related folks, he talks about some of his tips and tricks for researching your audience, and a couple top-level frameworks you can use for understanding a group's dynamics.

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development?Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to explore the key differences in capital market growth strategies between mature and emerging markets, how capital markets help in mobilizing investment, and the role of regulatory frameworks and market innovation in ensuring their effective functioning.Sources: “The Virtuous Cycle: The Global Potential Of Capital Markets” BlackRock, 2025This 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures capital markets, global economy, economics, bond markets, retirementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This the first segment of this week's MSD long-form, Trevor Hall and Zach Abraham discuss current investment opportunities, particularly in mining stocks, and the influence of political decisions on market trends. They explore the implications of trade relations, the role of the stock market in economic health, and the potential for stagflation. The discussion also includes historical comparisons to past market behaviors and the outlook for future economic conditions. They discuss the shifting dynamics of global markets, focusing on investment opportunities in emerging markets like Vietnam and Greece. They explore the changing landscape of U.S. markets, the potential for gold as a valuable asset in portfolios, and reflect on Warren Buffett's retirement and its implications for the market. The discussion highlights the importance of adapting investment strategies in response to evolving economic conditions and market behaviors.Then, Trevor connects with Damian Mason delve into the current state of agriculture, discussing market dynamics, productivity challenges, and the impact of geopolitical tensions on agricultural exports. They explore the role of ethanol in corn production, the valuation of US farmland, and the trends in agricultural investments. The discussion also touches on the cyclical nature of commodities and the potential future of demand in the face of demographic changes.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

In this episode in our Allocator's Edge mini-series of the Value Perspective we're joined by Erika Olson, a Managing Principal and Director of Public Markets Manager Research at Meketa Investment Group. Erika plays a central role in shaping Meketa's public markets' research, overseeing manager selection and delivering results for institutional investors. Meketa is an independent, employee-owned firm founded in 1978. It provides customised investment solutions for a diverse group of clients, including public pension plans, corporations and multi-employer funds. In this episode, we discuss Erika's insights on the craft on fund manager selection; the lessons she has learnt over two decades in the field; and how Meketa balances qualitative judgement with quantitative rigour. We also explore current areas of focus withing public markets and Meketa's perspective on Emerging Markets, amid growing pressure to exclude China from the asset class. 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.  

Radhika Das, IFN Journalist, interviews Ian Goldin, Professor of Globalisation and Development, on the role of Islamic finance in maintaining ethical principles amidst globalization and its potential to address economic inequalities, especially in emerging markets.

Hi, and welcome to The Long View. I'm Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He's the founder and portfolio manager of Verdad Advisors, a hedge fund. Before starting Verdad, Dan worked at Bain Capital Private Equity and Bridgewater Associates. He's a member of the investment committee of the trustees of donations of the Episcopal Church and he's a contributor to The Wall Street Journal. Dan is author of the new book, The Humble Investor: How to find a winning edge in a surprising world. His earlier book was American Uprising: The Untold Story of America's Largest Slave Revolt. Dan holds a bachelor's from Harvard and an MBA from Stanford. Dan, thanks so much for joining us on The Long View.BackgroundBioVerdadThe Humble Investor: How to find a winning edge in a surprising worldAmerican Uprising: The Untold Story of America's Largest Slave RevoltForecasting“Waves in Ship Prices and Investment,” by Sam Hanson and Robin Greenwood, Quarterly Journal of Economics, February 2014.Superforecasting: The Art and Science of Prediction, by Philip Tetlock“Gaining Edge by Forecasting Volatility and Correlations,” by Dan Rasmussen, Chris Satterthwaite, and Lionel Smoler Schatz, verdadcap.com, Oct. 30, 2023.Value Investing“Where the Value Investing Strategy Still Works,” by Dan Rasmussen, ft.com, May 23, 2024.“Factors from Scratch: A Look Back, and Forward, at How, When and Why Factors Work,” by Chris Meredith, Jesse Livermore, and Patrick O'Shaughnessy, osam.com, May 2018.“The Size Factor: Small Caps Are Trading at the Steepest Discount to Large Caps in Decades,” by Dan Rasmussen and Brian Chingono, verdadcap.com, Aug. 22, 2022.“The Small Cap Amplifier,” by Dan Rasmussen and Brian Chingono, verdadcap.com, Oct. 21, 2024.“Explaining International Valuations,” by Dan Rasmussen, verdadcap.com, Jan. 27, 2025.Private Credit and High Yield“The ‘Fool's Yield' of Private Credit,” by Jamie Powell, ft.com, Jan. 28, 2020.“Sizing Private Equity Allocations,” by Dan Rasmussen, verdadcap.com, May 13, 2024.“The Best Macro Indicator: Why You Should Be Following High-Yield Spreads,” by Dan Rasmussen, verdadcap.com, May 17, 2021.Crisis Investing“Crisis Investing in Europe: The Unlikely Winners in the Most Difficult Times,” by Dan Rasmussen and Brian Chingono, verdadcap.com, May 16, 2022.“EM Crisis Investing, A Deeper Dive: Understanding the Factors at Play in Emerging Markets,” by Verdad Research, verdadcap.com, May 3, 2022.

As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outlook for Emerging Market equities. We also discuss the importance of portfolio diversification, and how conditions in 2025 have thus far reflected the importance of diversification. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Scott sits down with venture capitalist, essayist, and Slow Ventures GP Sam Lessin for a candid, high-signal conversation about the state of venture capital—and why the old playbook is officially dead. Sam unpacks the ideas behind his viral VC25 manifesto, including why the startup conveyor belt model is broken, how today's founders are flying blind, and what it really takes to build something worth betting on in a post-factory era. Together, Scott and Sam dive deep into the evolving role of seed investors, the myth of the “10x engineer,” and why most unicorns are now zombified corpses soaking up capital and talent. They riff on founder delusion, LP dysfunction, the commoditization of software, and how a new generation of operators must be built for long-term reality—not short-term hype. It's a provocative, honest, and sometimes brutal look at how we fund, build, and believe in companies today—and why SFD (Straight F*cking Down) might be the new north star for modern venture. What You'll Learn: -- Why the “VC Factory” model is gone for good -- How to survive as a seed fund in the mega-fund era -- Why great companies must now be built for forever, not acquisition -- What matters more than tech: story, founder, deal Support the show (and your wallet) by creating a free account at Kingscrowd.com Follow Sam Lessin on Twitter @lessin Follow Scott on IG/Twitter @Kitun

Having just attended the IMF-World Bank meetings in Washington DC, Alejo rejoins the conversation for some boots-on-the ground takeaways around the impacts of US trade policy to global economies. Plus, a review of focus points when it comes to broader emerging markets, China, and Latin America. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy

Today's guest is Daniel Nikic, a global investment research expert and founder of Coherent Research (COHRES). With over a decade of experience, Daniel has analyzed more than 15,000 companies in sectors like AI, software, and data, helping venture capitalists, high-net-worth individuals, and entrepreneurs make informed investment decisions. Raised in Canada and now based in Croatia, he specializes in U.S., European, and Middle Eastern markets. Daniel is passionate about empowering clients and mentoring entrepreneurs on market strategies and innovation.Daniel Nikic is a global investment research expert and entrepreneur with over a decade of experience advising venture capitalists, high-net-worth individuals, and entrepreneurs. Raised in Canada and now based in Croatia, Daniel specializes in global markets, focusing on the U.S., European, and Middle Eastern financial landscapes.As the founder of Coherent Research (COHRES), Daniel has analyzed over 15,000 companies across sectors like AI, software, and data. He delivers high-quality market research, due diligence, and investment analysis to empower clients to make strategic, informed decisions. Known for his collaborative approach, Daniel builds long-term relationships rooted in trust and shared success. Daniel is also passionate about mentoring early-stage entrepreneurs, guiding them on market strategies, innovation, and business growth. His expertise in global markets and emerging trends makes him a trusted advisor in the financial sector.Contact Details:Email:DN@DanielNikic.com Website:DanielNikic.com Website:Cohres.com Linkedin/Daniel-NikicEmail: medium@Daniel.Nikic Discover essential financial education and fundamental analysis techniques from a leading expert in portfolio management. Through comprehensive equity research methodologies, this collaboration provides invaluable insights into investment banking strategies that can enhance your financial decision-making process. Our expert shares proven financial planning frameworks that have helped countless investors succeed in today's dynamic market.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Artemiza Woodgate, CIO & Founding Partner, Integrated Quantitative Investments. Artemiza shares her outlook for quantitative equities investing in global and emerging markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

Ali Akay, CIO of Carrhae Capital, answers the question of why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesEmerging Unscathed: Featuring Ali Akay—FEG Insight BridgeRelated Episodes474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha MehtaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical changes, investors are asking how these developments will impact international trade, economic relations, and market stability.Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock, provides an update on the current status of tariffs globally, we'll discuss the key developments investors should be watching, and how they might impact international trade and economic relations. We'll also examine geopolitics in President Trump's first 100 days in office, other major stories on the horizon and how they could evolve in ways that impact investors.This episode was recorded on April 28th and published on April 29th.

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones, flying cars, and quantum computing.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and emphasizes the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor emphasizes basis-conscious buying, prioritizing location, and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, vertical takeoff and landing (eVTOL) aircraft, and quantum technology.The panel also explores how innovations in AI are shaping industries, the future of autonomous vehicles, and the rapidly growing need for infrastructure to support technologies like generative AI. With diverse perspectives from across sectors, the panel sheds light on the trends to watch in the coming months, including the impact of rising interest rates, AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.

Chase Taylor of Pine Cone Macro is back to break down the mess that is U.S. trade policy and what it means for markets. We talk about whether Trump's tariffs are pushing us toward recession, why China's fiscal discipline might actually be a strength, and where smart investors should be looking outside the U.S. Chase walks through opportunities in Greece, Brazil, and Chile, and we take a step back to talk about how capital flows and political risk are reshaping global investing. Plus, we nerd out about frontier markets—and yes, a little bit about NBA playoffs too.--Timestamps:(00:00) - Intro(00:32) - NBA Playoffs and Initial Discussion(01:18) - Tariff Vice and Economic Concerns(02:07) - Impact of Tariffs on US Economy(07:34) - Recession Fears and Employment Data(09:58) - Trump's Trade Policies and Market Reactions(17:38) - China's Economic Strategies and Stimulus(28:29) - Investment Opportunities in Europe(30:00) - Investment Opportunities in Europe and Brazil(30:51) - Challenges and Risks in Brazil and Turkey(32:19) - Overseas Investing: Macro Tailwinds and Policy(33:32) - Turnaround Stories in Emerging Markets(34:44) - The Potential of Frontier Markets(38:08) - Geopolitical Insights and North Korea(45:34) - Agricultural Commodities and Market Trends(49:43) - The Dollar's Impact on Trade and Investments(52:03) - NBA Trades and the Cleveland Cavaliers(55:46) - Podcast Conclusion and Contact Information--Referenced: Pine Cone Macro: https://www.pineconemacro.com/--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

In today's 40 Minute Mentor bonus episode, we're introducing our brand new partnership with Ethos, the next-generation expert network using AI to match industry leaders with earning opportunities.  Tune in to find out why we decided to partner with Ethos and more about what James Lo is building, who it is for and why this is such an exciting opportunity for experts.  Plus, there's a special offer up for grabs for you, so you really don't want to miss it! 

In this episode of The Value Perspective, we're joined by Harvey Sawikin, founder of the American hedge fund Firebird. Harvey and his team were among the first Americans to venture into the Russian market during the voucher auctions of 1993 and 1994. Beyond his impressive financial career, Harvey is also an accomplished writer, having penned a novel Rick Green, Esquire in the 1990s that received positive reviews in the New York Times. He currently shares his views on his Substack, The Falling Knife. In this episode, we delve into the inception of the first Emerging Markets hedge fund; strategies for raising capital for a novel asset class; Harvey's perspective on the likelihood of Russia invading Ukraine back in January 2022, given his 30 years of experience in the region; predictions for the region's short to medium term future; and finally, the moral implications of achieving short term peace without consequences for Russia. 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.  

Discover the current state of global markets, tariff risks, implications for investors, and opportunities beyond the U.S., including Israel.

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones and flying cars.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor shares how they prioritize basis-conscious buying, emphasizing location and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, and the growing field of vertical takeoff and landing (eVTOL) aircraft.With such diverse perspectives, the panel sheds light on what's happening across industries and what trends to watch in the coming months, including the impact of rising interest rates, the potential of AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.-----------------------------------------------------------------------------------If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

What does it take to carve a space in the entrepreneurial world when you begin feeling like an outsider? Pocket Sun, co-founder of SoGal Ventures, shares her transformative journey from setting up a community for female entrepreneurs to becoming a major player in the venture capital space. In a world where women are often underrepresented and underfunded, Pocket's journey has been anything but conventional, pushing boundaries to ensure women-led companies get the support they deserve.Pocket Sun is a trailblazing entrepreneur and venture capitalist whose work focuses on investing in underrepresented groups to solve often ignored problems. Starting with her first investment via AngelList back in 2015, Pocket has expanded her reach to over 150 companies worldwide, many led by women, across multiple continents. Her ability to foresee potential in underserved market segments and her relentless pursuit of impactful investments has made SoGal Ventures a pivotal force in the startup ecosystem.In this episode of The Angel Next Door Podcast, Pocket Sun opens up about her unconventional beginnings, her commitment to diversity, and her mission to invest in category-defining companies. She shares insights on building a global community, navigating cross-border investments, and leading SoGal Ventures to become a brand that signifies innovation and social impact. Whether you're an investor or entrepreneur, or just interested in the dynamics of creating change, this episode is rich with valuable insights and stories that reflect on the power of diversity and the potential for change in the venture capital landscape. To get the latest from Pocket Sun, you can follow her below!https://www.linkedin.com/in/pocketsun/ https://www.sogalventures.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

A new venture firm aims to prove that the most successful startup ideas don't have to be born or scaled in Silicon Valley. Fluent Ventures, a global early-stage fund, is backing founders replicating proven business models from Western markets in fintech, digital health, and commerce across emerging markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Global South isn't standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG's Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-powered impact. Learn More: Aparna Bharadwaj: https://on.bcg.com/4cIKW3V In a Multipolar World, the Global South Finds Its Moment: https://on.bcg.com/42UhQLnBCG on Emerging Markets: https://on.bcg.com/4cMJ9e4BCG's Center for Geopolitics: https://on.bcg.com/3EA5A9A[00:00] Aparna's 'So What'[02:18] The Global South From Its Own Perspective[04:12] Common Themes In The Global South[07:43] Climate And Sustainability[08:47] How Countries Are Navigating Their Own Paths[11:08] China's Role In The Global South[13:28] How Leaders In The Global North Can Flip The Narrative[14:53] Emerging Industries In The Global South[17:15] The Global South Is A Positive Story[18:31] The Future Of Global Commerce[20:21] Advice To Leaders In The Global South[21:26] The 'Now What'This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar economic rulebook is thrown out? Rich Mathieson, a senior portfolio manager within the Systematic Active Equities team, a quantitative investment group at BlackRock will take us through some of the pivotal moments in history where uncertainty was a catalyst for transformation in the insights and strategies used by investors. He'll share how that's playing out in markets today, including how he is using data and techniques that can help investors cut through the headline noise. This episode was recorded on April 22nd and published April 23rd.Key moments in this episode:00:00 Introduction to Market Volatility and Impact of Tariff Policies02:41 Unique Features of Current Market06:29 Artificial Intelligence in Investing08:14 Analyzing Trade Tensions11:05 Current Market Environment13:51 Investment Opportunities15:43 Portfolio Construction Insights17:20 Conclusion and Next Episode PreviewSources: “Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap”, Bloomberg January 2025; “Investors haven't been this bearish in 30 years” Blooomberg, April 2025; “Is This The Brink Of The Recession We Have Yet To Have?” Bloomberg, April 2025; BlackRock Systematic, as of April 22, 2025. Comment references momentum and crowding signals; Bloomberg data for MSCI World Index performance, referencing performance during the month of April 2025; “As tariffs roil the markets, here's why some sectors are faring worse than others”, CBC News April 2025; “The Magnificent 7's lousy year, by the numbers”, CNBC, April 2025; Bloomberg, performance of S&P 500 Index for 2023 and 2024

Nathanael Hollands and Kinvest Impact Foundation are building market innovations in Rural Africa. They invest in agribusiness farms near marketplace communities. By combining development in marketplaces with commercial farms, they help foster a complete economic system where value is created, jobs and wages grow, and money is recirculated into the local economy. Connect with Nathanael here: https://www.linkedin.com/in/fixr/check out Kinvest here: https://kinvestglobal.com/Thank you to Field Agent Canada for sponsoring the podcast: https://www.fieldagentcanada.com/Be sure you sign up for CHFA West - see you there! https://www.chfanow.ca/vancouver/ 

What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today. View the complete show notes for this episode.   Want To Learn More?  The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments by Jeffrey C. Hooke 18 Differences Between Valuing Public and Private Businesses How to Sell an Online Business: A Case Study   Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely' to put at risk the central bank's goals of keeping prices and unemployment in check, and chipmakers are reeling from a tough week. Plus, UK inflation fell more than expected to 2.6 per cent in March and the FT's Aiden Reiter explains why emerging markets are doing surprisingly well in all this market volatility. Mentioned in this podcast:Trump tariffs put Fed's jobs and inflation goals at risk, Powell saysUnhedged: Emerging markets' unexpected outperformance after “liberation day”ASML's chipmaking machine orders disappoint amid tariff uncertaintyUK inflation falls more than expected to 2.6% in March The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Michela Tindera, Katie McMurran, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Jo Ann sits down with her friend Brett King and M-Pesa founder Nick Hughes on this special crossover episode of Barefoot Innovation & Breaking Banks, recorded live at Virgin Unite's “Change: Fintech Leaders Gathering” on Necker Island.

In this episode, Mel Mattison joins the show to discuss why he thinks we're on the cusp of another inflationary bubble, the danger of growing entitlement obligations, and what more yield curve distortions mean for markets. We also delve into how gold could be on track for $50,000/oz, how all this will impact the FX market, and more. Enjoy! __ Follow Mel: https://x.com/MelMattison1 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv __ At Ondo, we design institutional-grade platforms, assets, and infrastructure to bring financial markets onchain. We believe that combining the best of TradFi with the best of DeFi will dramatically improve our financial system—making it fairer, faster, and more accessible to all. Learn more about how Ondo is bringing capital markets onchain at https://ondo.finance/ — Timestamps: (00:00) Introduction (00:35) Mel's Spot-on Market Predictions (06:30) Macro Drivers of the Market Downturn (09:04) Treasury Data and Fiscal Impulse (13:36) Ondo Ad (14:01) Treasury Data and Fiscal Impulse (Con't) (15:39) The Anti-Dollar Trade (23:28) Social Security and Long-Term Economic Outlook (28:47) Trump Admin's Grand Agenda (34:37) Federal Reserve and Inflation (35:54) Ondo Ad (36:24) Bond Market and Yield Curve Distortion (39:32) Yield Curve Distortions & Inflation (52:52) Currencies and Emerging Markets (57:57) Gold & Bitcoin __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Today's guest is Neil Mehta, founder of Greenoaks Capital. In 2012, aged 27, Neil left D.E. Shaw to start Greenoaks with his friend Benny Peretz. One of their first investments was in Coupang, a South Korean e-commerce company led by founder Bom Kim. Neil was so convinced of Coupang's potential that he invested 40% of their initial $50 million fund into the company—a bet that eventually returned about $8 billion. Over its first 13 years, Greenoaks has backed legendary companies like Figma, Wiz, Carvana, Stripe, Discord, Rippling, and Toast—generating over $13 billion in gross profits with a 33% net IRR. Henry Kravis, one of Neil's early investors, describes him as "extremely disciplined" with "exceptional timing" who has "gone against the tide many times." Greenoaks operates with remarkable concentration: just 55 core companies across nearly $15 billion in assets, managed by only nine investment professionals. Their approach reflects their singular pursuit: finding companies that will become a meaningful part of the S&P 500. In our wide-ranging conversation, Neil shares this mission along with his framework for identifying exceptional founders, his concept of "jaw-dropping customer experiences," and how his grandfather's gun shop in India shaped his appreciation for builders of all kinds. Please enjoy my excellent conversation with Neil Mehta. Neil Mehta's Profile in Colossus Review. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. –  This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:32) Connecting Craftsmanship to Career (00:07:45) The Concept of Jaw Dropping Customer Experience (JDCE) (00:09:48) Building a Successful Business: The Coupang Case Study (00:17:26) The Importance of Founders & Business Models (00:30:05) Greenoaks' Unique Approach to Venture Capital (00:37:54) A Memorable Encounter with Henry Kravis (00:40:52) Early Career and Lessons from Hong Kong (00:44:53) The Partnership with Benny (00:50:28) Navigating the Competitive Landscape (00:59:14) High Conviction Investments: TripActions, Rippling, and Carvana (01:07:00) Investment Strategy and Company Evaluation (01:13:23) Adventures in Emerging Markets (01:17:09) Challenges and Lessons Learned (01:26:16) Personal Values and Community Impact (01:32:16) The Kindest Thing Anyone Has Ever Done For Neil

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treasury yields spiked, reflecting investors' altered risk perceptions in light of the tariff adjustments. At the same time, the U.S. dollar tumbled to three-year lows against major currencies, highlighting concerns about future currency valuations in these tumultuous times. But the question remains, how should investors respond when considering the implications of prolonged uncertainty, including potential recession risks, impacts on corporate investment, and consumer spending?In this episode of The Bid, Oscar Pulido is joined by Alex Brazier, Global Head of Investment & Portfolio Solutions and Helen Jewell, Chief Investment Officer for EMEA at BlackRock. Alex and Helen will help us unpack the details of this tariff pause, its effects on market dynamics, and provide strategic insights for investors considering how to navigate volatile markets.NOTE: This episode was recorded and published on April 15th 2025Key moments:00:00 Introduction to the Tariff Pause, Market Reactions and Volatility02:45 Discuss Historic Market Movements06:48 Equity Market Reactions09:13 Portfolio Strategies in Uncertain Times12:20 Investor Questions14:12 Looking Ahead: What Are Experts Looking For?18:46 Conclusion and Final ThoughtsThis 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresTariff pause, us tariff pause, The Bid, The Bid Investing podcast, Tariff War, Tariff Relief, Investing Insights, Tariffs and Economy, Tariff, TariffsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rafie Faruq is a serial entrepreneur and the co-founder of Genie, a platform launched in 2017 to make high-quality legal documents accessible through open-source tools. Since then, Genie has served over 100,000 users across 120 jurisdictions and recently raised an $18M Series A from Google Ventures and Khosla Ventures. Rafie holds an MSc in Machine Learning, has advised the Law Policy Commission, contributed to the Law Society, and represented the Ministry of Justice on international trade missions. He also teaches meditation and is a mentor to many seeking meaning and clarity in life.In this conversation, we discuss:Rafie Faruq's unconventional path from bond trader to AI entrepreneur and what drove him to apply machine learning to legal access.How his early research on generative models led to new ways of thinking about document creation and automation.Why he believes the current definition of intelligence is outdated—and what a more human-centered version could look like.The role of emotional intelligence, purpose, and social connection in a future shaped by automation.What it means to build a business rooted in spiritual principles—and how Rafie applies concepts like rhythm, balance, and nature to team building.His reflections on power, responsibility, and why founders should see themselves as stewards of broader societal change.Resources:Subscribe to the AI & The Future of Work Newsletter: https://aiandwork.beehiiv.com/subscribeConnect with Rafie on LinkedIn: https://www.linkedin.com/in/rfaruq/AI fun fact article: https://www.mixonline.com/blog/mix-blog-who-wrote-that-ai-and-copyright-lawOn Entrepreneurship in Emerging Markets: https://podcasts.apple.com/us/podcast/linda-rottenberg-endeavor-co-founder-and-ceo/id1476885647?i=1000517670973 

HEADLINES:- Dubai's RTA Reveals Roads and Transport Plan 2030- DP World has officially begun development on Bharat Mart- Dubai Municipality has Awarded AED1.4B Contracts to Expand and Improve Stormwater Drainage- Saudi Arabia Has More women than Men in the AI sector- UAE 9th Globally, First among Emerging Markets on 2025 Foreign Direct Investment Confidence Index- The Saudi Prince, The ‘Direwolves', and a $10B Bet on De-Extinction

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty? Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices, and how investors can manage volatility and uncertainty in these turbulent times. 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 the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosurestariff, tariffs, global markets, inflation, economy, economic growth, blackrock, the bid, finance, finserv, trump, market volatilitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We examine how regions, such as emerging Asia and Latin America, are feeling the impacts US tariff policy. Plus, thoughts on how EM investors should consider adjusting their portfolios, and what to be on the lookout for in the months ahead. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Are Trump's dramatic tariffs simply a negotiation tactic rather than an intentional trade war? Marko Papic, Chief Strategist at BCA Research, joins Maggie Lake for a critical conversation explaining why markets have misunderstood Trump's tariff policy from the beginning and what deeper macroeconomic risks investors should actually be focused on. Key Topics: How Trump has used extreme tariff threats as leverage, and why markets repeatedly fall for it What the rise of a multipolar world means for global markets and U.S. economic power The hidden but urgent risk investors are overlooking: a recession where bond yields stay high, undermining traditional market safety nets Why U.S. market outperformance is coming to an end as fiscal stimulus runs dry, exposing vulnerabilities investors aren't ready for Marko's bold call: why the U.S. dollar is at risk of a 30% decline, and how investors should reposition globally If today's chaotic headlines have you concerned about markets, geopolitics, or the next big risk for your investments, this conversation is essential viewing. Chapters: 0:48 - Trump's Tariff Bombshell: Bluff or Battle Plan? 9:14 - Who Really Has the Upper Hand in a Trade War? 18:24 - Inside Trump's Mind: What's the Endgame on Tariffs? 24:32 - The True Meaning of a Multipolar World 30:11 - Investors Beware: Navigating a New Multipolar World 34:28 - Economic Shock Therapy: Trump's Dangerous Gamble 35:56 - Can the U.S. Treasury Market Survive Trump's Policies? 40:16 - Fiscal Time Bomb: When Will Markets Revolt? 49:16 - Hunting for Value: Is It Time to Bet on Emerging Markets? 52:24 - Danger Ahead: The Biggest Risk No One Sees Coming Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4ide1pl Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Subscribe to Marko and Jacob Shapiro's podcast, Geopolitical Cousins, here: https://podcasts.apple.com/za/podcast/geopolitical-cousins/id1802258017 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Trump #Tariffs #Geopolitics #GlobalEconomy #Macro #Markets #Dollar #Recession #InterestRates #BondMarket #MarkoPapic ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of GarageCast, we chat with Hans Roelants, General Manager of International Retail for Sea Ray and Boston Whaler, who shares insights on navigating the international boating market. Hans highlights the significance of the Dusseldorf Boat Show, known for its global reach and lead generation potential, and discusses the challenges and opportunities in diverse European markets. He also offers practical advice for dealers on adapting to economic uncertainties and driving customer engagement. 

 Capital Group's Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world's largest emerging market economy. #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