Podcasts about emerging markets

TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado LibreMit dem starken Euro jetzt auf Shopping-Tour in den Emerging Markets zu gehen hält @Bruno_Varnier, Gründer von Gemway Assets derzeit für eine sehr attraktive Investmentstrategie. Interessant seien vor allem die großen Schwellenländer Indien und China, da die bevölkerungsstarken Staaten viele einheimische Investoren haben, die immer kaufkräftiger werden. Zu den Aktien, die er derzeit favorisiert zählen TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado Libre.Weitere EM-Aktien-Ideen in der aktuellen Podcastfolge der Geldmeisterin.Viel Hörvergnügen wünscht Julia KistnerMusik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung.#Investment #Geldanlage #Podcast #Vermögen #Schwellenländer #Emerging Markets #Indien #China #Griechenland #Aktien #Euro #Währung #Dollar #veranlagenFoto: JK

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: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., 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 Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

Missouri State Treasurer Vivek Malek joins the conversation to discuss a growing nationwide push by financial leaders, more than 20 state financial officers, to urge the SEC to prohibit China-based firms from receiving special regulatory relief. As part of this broader effort, Malek has been a leading voice for reducing reliance on China in public finances. He successfully steered Missouri's pension fund toward divestment from Chinese investments, even prompting Vanguard to file for a new Emerging Markets ex-China ETF after his outreach and lobbying.  In addition, he's backed legislation banning investments in adversarial countries within Missouri's public retirement systems, echoing his commitment to safeguarding state funds from geopolitical risk

Expanding into a high-growth region like Brazil or India is full of potential, but from a finance perspective, it's a unique mix of intense risks and substantial rewards. In this episode, we go beyond the surface to explore the core challenges and opportunities of navigating corporate finance in emerging markets.We'll equip you with the foresight and strategies to turn volatility into a competitive edge. This episode is a roadmap for finance professionals looking to build resilience in a dynamic global environment.This episode covers:The Five Core Risks: We break down the unique financial challenges, including currency risk, regulatory uncertainty, and liquidity constraints that demand a completely tailored approach.Lessons from Global Leaders: How companies like Coca-Cola, Unilever, and Tesla have successfully managed these challenges with specific tactics like hedging, local production, and strategic partnerships.Five Actionable Strategies: Concrete steps to build financial resilience, including adopting local capital structuring, creating flexible budgets, and the vital importance of real-time monitoring.A New Mindset: The strategic takeaways for all finance professionals on how to think globally, act locally, and build models that can withstand any shock.

In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump's political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose monetary and fiscal policy. Enjoy! __ Follow Alf: https://x.com/MacroAlf  Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance  Follow Blockworks: https://twitter.com/Blockworks_  Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx  Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance  __ Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london  __ This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH):  http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX):  vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:42) What's Happening with Monetary Policy? (07:46) What Fed Risk is the Market Pricing? (10:55) Bond Market & Fiscal Tightening (13:54) Understanding Changing Fiscal Impulse (14:51) VanEck Ad (15:34) Understanding Changing Fiscal Impulse (19:46) QE vs Fiscal Deficits (24:41) Impact of TGA Rebuild (29:27) Signal for Average Macro Traders (30:04) VanEck Ad (35:05) Investing in High Inflation & Growth (36:59) European Markets (40:31) US Dollar & Emerging Markets (43:54) Commodities Outlook (47:03) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Justin Patrie and Duncan Innes-Ker discuss how emerging market credits are faring this year amid slower global growth, geopolitical risks, and shifting U.S. policy - highlighting ratings resilience and modest positive momentum.

Follow Proof of Coverage: https://x.com/coverageprovedRecorded at the EV3 DePIN Summit in Kenya, host Connor welcomed back Alireza Ghods, Co-founder and CEO of Natix, for his fifth appearance. Alireza shared insights from his trip to Mombasa and the opportunities for crypto adoption in Africa, highlighting Natix's demand-led approach through partnerships with local businesses. He discussed the company's dual focus on mapmaking and autonomous driving, noting the higher value and longevity of autonomous driving data. Alireza also reflected on Natix's token on Solana, praised its usability, and teased major collaborations as the company focuses on scaling and revenue growth.Timestamps:00:00 - Introduction01:08 - Emerging Markets and Product Fit in Africa02:07 - Current Footprint in Africa and Demand Strategy03:11 - Focus on Autonomous Driving vs. Mapmaking04:32 - Data Requirements for Autonomous Driving06:06 - Monetizing Data for Mapmaking and Autonomous Driving08:06 - Understanding AI Models in Autonomous Vehicles10:32 - Experience with Solana and Token Launch12:52 - Future Plans and Upcoming Announcements14:13 - How to Get Involved and Learn MoreDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

In Episode #118 of Geeks of the Valley, we sat down with Qin En Looi, Partner at Saison Capital. Backed by Credit Saison (Tokyo-listed, ~US$30B AUM), Saison has 100+ direct investments and 15+ fund investments across Asia and LATAM.We unpack why operator experience produces better investor how Qin En's time scaling Glints shaped his emphasis on distribution, sales, and practical due diligence. The conversation dives deep into embedded finance. Saison's playbook for pairing venture equity with tailored debt to de-risk lending-backed businesses, and the market signals that matter for India, Southeast Asia, Brazil and LATAM from eKYC and payment rails to regulatory openness. We close with a pragmatic look at web3 and digital assets: institutional tailwinds, realistic timelines, and how blockchain could become the new rails for moving money at internet speed.About Saison Capital: Saison Capital is an early-stage venture fund (pre-seed to Series B) focused on emerging markets, backing founders across fintech, commerce and web3. Backed by Credit Saison (Tokyo-listed, ~US$30B AUM), the team combines operating experience with flexible capital solutions—100+ direct investments and active fund-of-funds activity across Asia and LATAM—to help startups scale faster and more sustainably.About Qin En Looi: Qin En leads Saison's early-stage direct investments across fintech, commerce and web3, and he jumpstarted Credit Saison's digital-asset strategy. He co-founded ONCHAIN (Asia's first real-world-asset conference) and sits on the boards of Southeast Asian fintechs including Helicap and SkorLife. Prior to VC, Qin En was Co-Founder and COO of Glints, Southeast Asia's largest talent ecosystem (Series D), and has been recognised on Forbes 30 Under 30 and Entrepreneurs 27 Under 27.LinkedIn: linkedin.com/in/looiqinenWebsite: saisoncapital.com

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Oscar's final pick is unpacking the meaning and the power of capital markets.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, 2025Original episode aired May 9th 2025

Im Interview mit Claus Hecher (BNP Paribas) sprechen wir über die ETF-Flows im 1. Halbjahr 2025. 147 Milliarden Euro flossen in ETFs – doch während Europa und Emerging Markets gefragt sind, verzeichnen US-Aktien-ETFs Abflüsse. Wir beleuchten die Gründe, den Boom bei Anleihen-ETFs, die Entwicklung von ESG- und aktiven ETFs sowie die wichtigsten Trends für das zweite Halbjahr 2025. Viel Spaß beim Anhören! ++++++++ Bereit für den besten Portfolio Tracker Deutschlands? Der neue Portfolio Tracker von extraETF ist live. Die neue Version sieht anders aus und ist übersichtlicher und einfacher zu bedienen. Sie hat auch viele neue Funktionen. Zum Beispiel die Full-Holdings-Analyse für Fonds und ETFs. Teste jetzt den neuen Portfolio Tracker. https://go.extraetf.com/portfoliotracker ++++++++

20 Aug 2025 - Sovereign Advisors Principal Advisor Zaheer Lalani and Investment Manager Max Riaz provide a quarterly update on the markets.

Bob Minter and Tom Harvey of Aberdeen Investments discuss the two major investment themes and why they should be considered in tandem — especially during the current geopolitical volatility and widespread tariff regimes. (08/2025)

It has been an exciting summer, but we have managed to squeeze in a set of global guests for Series 4 of our 2025 Fiftyfaces Podcast – which takes us from the evolving world of hedge funds and the support infrastructure needed, to emerging market equities to late-stage venture capital to public pension pooling.We start with hearing from Nadia Cobalovic, and the evolving world of hedge fund operations, then turn to Jon Salstrom, one of two Cincinnati investors on this Series, who describes the mission with which the Cincinnati employees retirement system runs their pension scheme. Staying with local government we change gears to the UK and the fast-paced set of changes occurring there, hearing from Jo Donnelly, CEO of LPFA. We revert to sustainability, with a side of dance, in a joyful discussion with Lauren Juliff of Storebrand, and then move to our first foray into Emerging Markets this series with an in-person interview with Jose Manuel Silva, conducted live in Santiago, his base. We then go back to Cincinnati, to check in with Karl Scheer, CIO of the University of Cincinnati endowment. It is back to Emerging Markets then, with an interview with James Fletcher, founder of Ethos Investment Management, and from emerging markets to emerging sectors, we then hear what excites Karey Barker of Crosscreek ventures, also based in Salt Lake City about the current opportunity set in innovation.Because we like to hear of movers and shakers who are forcing us to think differently about how we show up in work, an engaging discussion with Candice Richards, will remind you to “buy your own baubles” and let your authenticity shine through at work, and finally are back to picks and shovels, with a discussion with Sam Garetano of Brookfield Asset Management on the appeal of data center investing.  Thank you to Baillie Gifford for sponsoring Series 4 of 2025. Baillie Gifford is an asset management boutique that seeks out game-changing companies and other assets that can sustain long-term growth and remain resilient in a changing world. As an investment manager, it aims to deliver strong returns for its clients while supporting the firms that are backed on their behalf to succeed.

Eva Yazhari is the founder of Beyond Capital Ventures, who believes that the "high risk, high return" philosophy we all take for granted is actually a myth. She's taken her Wall Street hedge fund background and built a VC firm focused on emerging markets in India and East Africa - and believes her portfolio is actually less risky than Silicon Valley VC.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comBeyond Capital Ventures Website - https://www.beyondcapitalventures.com/Eva Yazhari on LinkedIn - https://www.linkedin.com/in/eva-yazhariWe talk about:- Eva's journey from Wall Street hedge funds to impact venture capital- Why "high risk, high return" is a myth in investing- Conscious leadership framework for evaluating founders- Investment criteria: post-revenue, local teams, stakeholder focus- Emerging markets opportunity in India and East Africa- Abundance mindset vs scarcity mindset in capitalism- Sharing carry with portfolio founders& lots moreTimestamps:(00:00) Introduction(02:24) Eva's background from Wall Street to impact investing(04:20) Challenges and learnings in transitioning to impact-focused venture capital(07:21) Discussing the myth of high-risk, high-return philosophy(10:05) Deal diligence process and investment criteria(12:42) Approach to evaluating exit potential for portfolio companies(16:12) Emerging markets opportunity in India and East Africa(19:17) Identifying founders aligned with conscious leadership values(22:10) Being a preferred investor and building strong founder relationships(25:10) Abundance mindset in investing(27:23) Sharing carry with founders(29:24) Interesting portfolio companies and their solutions(31:30) Biggest learning from investing in startups(34:09) Rapid fire round begins - discussing investment sectors and stagesFor sponsorship or guest appearance requests, write to prashantchoubey3@gmail.comSubscribe to VC10X on Youtube, Spotify, Apple Podcasts.

Stephen Grootes speaks to Sean Neethling, Head of Investments at Morningstar Investment Management SA, about how weakening US dominance is opening the door for emerging markets, and what it means for South African investors. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

This evening, we dive into market movements with Scope Prime, we examine SA bond inflows with Foord Asset Management, we hear from business rescue practitioner Sipho Sono on the future of Mango Airlines, S&P shares their latest view on emerging markets amid tariff turbulence, Momentum Wealth outlines the golden rules for annuities, and Amazing Spaces highlights common mistakes to avoid when choosing an estate agent. SAfm Market Update - Podcasts and live stream

Zahabia Saleem Gupta – MD & Head: Emerging Markets Credit Research, S&P SAfm Market Update - Podcasts and live stream

We review a top Emerging Market's Mutual Fund from Barron's Magazine.  We share three Artificial Intelligence Stocks to buy right now according to the Motley Fool.  Warren Buffet's Berkshire Hathaway has made a major new purchase; we name the stock.  We introduce you to an ETF that is half Gold and half Bitcoin, and we review the year to date returns in Gold, Bitcoin, and Ethereum.

Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).Investor Behavior: Morningstar's “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).Visit us at www.dantesoutlook.com 

The U.S.-China Trade Landscape: Dan Harris on Opportunities and ChallengesWelcome to a compelling episode of the Asia Business Podcast, where we have the privilege of diving into the complex world of international trade and business relationships with China. Our special guest, Dan Harris, founding partner at Harris Sliwoski and renowned author of the China Law Blog, brings a wealth of expertise and candid insights into the current trade dynamics and business environment amidst the shifting sands of international relations.Introducing Dan HarrisConnect with DanDan Harris is a distinguished legal expert with extensive experience in navigating the legal landscapes of China and other emerging markets. Known for his prolific contributions to major publications like The Wall Street Journal, The New York Times, and Forbes, Dan is a thought leader whose perspectives are highly valued by businesses operating on the global stage. Drawing from his vast experience, Dan provides an unfiltered view of the challenges and opportunities that come with doing business in China.The Complexities of Tariffs and Trade RelationsIn this episode, we delve into the intricate world of tariffs with Dan Harris. The discussion highlights the unpredictable nature of current trade policies under the administration, particularly with the ongoing tariff tensions between the United States and China. Dan shares his observations on the challenges companies face in managing tariffs and the varying strategies they are employing to navigate these turbulent waters.Despite not being a "tariff person" by trade, Dan has found himself entrenched in the subject due to its pervasive impact on his clients. As tariffs remain a key tool for leveraging international negotiations, Dan elucidates the difficulties in predicting policy outcomes and advises companies to make informed decisions rather than hasty moves that could lead to greater risks.The Reality of Manufacturing ShiftsDan discusses the nuances of shifting manufacturing from China to countries like Cambodia. While some companies are scrambling to escape high tariffs by relocating manufacturing, Dan warns of the complexities and potential pitfalls involved. He illustrates how many companies risk falling into traps of willful ignorance regarding the origins and true nature of their products.Through concrete examples, Dan shows how businesses are reacting to tariffs with varying degrees of success, from opportunistic legal maneuvers to panicked relocations that may not fully alleviate risk. His insights remind us that strategic, informed decision-making is crucial for navigating the ever-evolving landscape of international trade.Business Environment in China: Past and PresentReflecting on the changes in China's business environment, Dan Harris offers a historical perspective on the shifts in regulatory practices and the current state of affairs for foreign companies. While challenges remain, he argues that, in many respects, it has become easier to do business in China with clearer laws and better enforcement against unfair competition.Dan shares how his early optimism about China's market potential evolved over time, highlighting both his successes and misjudgments in this complex arena. Yet, he remains hopeful about China's future, emphasizing the intrinsic dynamism and adaptability of its people and businesses.Final Thoughts on US-China Trade DynamicsThe conversation rounds off with a discussion on the US government's recent decisions in the tech sector, particularly concerning Nvidia's ability to sell chips to China. Dan underscores the importance of clear policies and consistent application of rules, not only to foster better business environments but to maintain a stable international order.This episode, rich with firsthand insights from Dan Harris, provides valuable lessons for anyone involved in or considering entry into the Chinese market. His experienced perspective offers both caution and optimism for navigating the current trade landscape.Thank you for tuning in to this insightful episode. If you wish to explore more about international trade strategies or seek guidance in navigating complex markets like China, consider reaching out to experts like Dan Harris and staying informed through platforms like the China Law Blog.Timestamps00:00 Introduction and Today's Topics00:39 Meet the Co-Host: Chris01:04 Introducing Dan Harris01:46 Dan's Impact on Business in China03:07 Discussion on Tariffs and Trade05:55 Client Reactions to Tariffs08:43 Legal and Ethical Considerations12:07 Strategies to Mitigate Tariff Impact22:00 Transition to Business Environment in China22:26 US-China Tech Relations25:58 Dan's Perspective on China32:00 Business Trends in China34:39 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts

For episode 215, we welcome Leon Waidmann, Head of Research at the Onchain Foundation, a nonprofit collective helping Web3 founders navigate the most important trends and opportunities in blockchain for global good.Today's episode is a masterclass on tokenization, and the future of real-world assets onchain. We explore how tokenized infrastructure is transforming access to capital in the Global South, why usability is the next frontier, and how new markets are emerging beyond finance.You'll learn:

Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley.----- Transcript -----Cesar Medina: Welcome to Thoughts on the Market. I'm Cesar Medina, Morgan Stanley's Latin America Technology, Media, and Telecom Analyst. Today – we discuss what's driving the digital revolution in global sports. And what it means for fans as well as investors. It's Monday, August 11th, at 10am in New York.These days, watching a sporting event at home usually means streaming the big game on a large 4K HDR screen. Maybe even 8K for premium events. You might access real time stats from a supporting app or social media on a secondary device. Maybe even have a group chat with friends. But imagine a game with real-time personalized stats. Immersive alternate camera angles. Or even experiencing the match from a player's perspective—all powered by AI. These innovations are already being tested and rolled out in select leagues. Global sports generates half a trillion dollars in annual revenues. Despite all that cash, until very recently the industry was slow to embrace digital technology, lagging behind movies and music. Now that's changing – and fast.So, what's driving this transformation? Three powerful forces are closing this digital gap. One – younger, tech-savvy audiences demanding more immersive and personalized experiences. Two – new distribution models, with digital platforms stepping into the arena. And three – institutional investment, bringing capital and a push for modernization. You might ask – what does this all mean for fans, investors, and the future of entertainment? Let's start with fans. Today's sports fans aren't just watching—they're interacting, betting, gaming, and sharing. And younger fans are leading the charge. They are spending more time online and expect hyper-personalized content. They're more interested in individual athletes than teams, and they engage through social media, fantasy sports, and interactive platforms. Surveys show that fans under 35 are significantly more likely to spend money on sports if the experience is digital-first. Some leagues have seen viewership jump by 40 percent after introducing interactive features. Others are using AI to personalize content, boosting engagement and revenue. Digital transformation isn't just about watching games though—it's about reimagining the entire ecosystem. When it comes to live events, smart venues are using AI to adjust ticket prices based on weather, opposing team, and demand. Some are even using facial recognition for faster entry and purchases. Streaming platforms are making broadcasts more interactive, while combating piracy with predictive tech. As for engagement, fantasy sports, esports, and betting are booming. AI-driven platforms are helping fans make smarter picks—and spend more. Altogether, these innovations could boost global sports revenues by over 25 percent, adding more than $130 billion in value. While North America leads in monetization, Emerging Markets are catching up fast. In India, Brazil, and the Middle East, for example, sports franchises are seeing double-digit growth in value—sometimes outpacing traditional media. And here's the kicker: many of these regions have younger populations and faster-growing digital adoption. That's a recipe for serious growth. Meanwhile, niche sports and women's leagues are also gaining global traction, expanding the definition of mainstream entertainment. Of course, this transformation of the sports industry faces real hurdles—technical expertise, budget constraints, and cultural resistance among coaches and athletes. But the incentives are clear. And as more capital flows into sports—from private equity to sovereign wealth funds—digital transformation is becoming a strategic priority. So, what's the biggest takeaway? Global sports is no longer just about what happens on the field. It's about how fans experience it—on their phones, in their homes, and in the stadiums of the future. So whether you're an investor, a fan, or just someone who loves a good underdog story, this is a game worth watching. 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.

Topics Covered:Portfolio construction in today's macro climate — balancing risk, correlations, and tracking error.Credit market health — Morningstar DBRS and Proskauer data show improving leverage, coverage, and default rates.Bond market reset — Deutsche Bank's historical context on the worst 5-year Treasury returns and forward expectations.Opportunities in core bonds — PIMCO's view on yields, international duration, and diversification benefits.DeepMacro model positioning — long USD, contrarian equity overweight, and rates strategy.Trend-following under pressure — why CTAs are lagging in 2025.Emerging markets strategy — Victor Zhou on activeness, tracking error, and the under-researched alpha potential in EM small caps.Key Takeaways:Dollar correlations are a driver of our U.S. equity overweight.Credit fundamentals are stronger, with default rates falling.Bond valuations have reset, creating better entry points, but real returns may remain modest.Trend-following struggles highlight the need for multi-strategy systematic approaches.In emerging markets, higher activeness and small-cap allocations improve alpha opportunities.References:Morningstar DBRSProskauer Private Credit Default ReportDeutsche Bank Global Markets ResearchPIMCO Fixed Income OutlookDeepMacro Model PositioningState Street Emerging Markets Strategy Research

Get updates for my new book: https://Theperfectportfoliobook.com  -----  Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market strategies. Listen now and learn: ► Why humility can help investors navigate market volatility. ► The misunderstood truth behind value investing.  ► The risks investors overlook in emerging markets. ► What most people get wrong about private equity and private credit.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (02:46) Why We Misread the Future: Forecasting, Volatility, and the Illusion of Precision (09:06) How Humility Improves Investment Models and Decision-Making  (13:39) The Real Reason Value Investing Works—And When It Doesn't (19:25) Why Value Investing Struggled in the U.S. But Not Abroad  (24:29) The Case for Geographic Diversification and Caution on Emerging Markets (30:46) The Risks of Overallocating to Private Equity  (36:14) The Danger Behind Private Credit's Appeal   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) -----  Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

What's driving the interest in emerging markets and international investing? Kevin Carter, Founder & Chief Investment Officer of EMQQ Global, joins Chief Market Strategist Matt Orton, CFA, to explore how the falling dollar and other factors have been drivers of the emerging markets rally and the interesting opportunity this presents for investors to diversify.

Fueled by AI, cloud migration, streaming and gaming, Asia-Pacific's data center capacity will more than double by 2030. Moody's analysts unpack regional trends, financing strategies, and how utilities are adapting to this power-hungry transformation. Host: Sarah Carlson - Senior Vice President, Moody's Ratings Guests: Nidhi Dhruv - Vice President, Senior Credit Officer, Moody's Ratings; Abhishek Tyagi - Vice President, Senior Credit Officer, Moody's Ratings Related research:Infographic - Asia-Pacific data center capacity will more than double by 2030 on AI surge 30 July 2025Data Centers – Asia-Pacific — APAC data center growth to spark power demand, with divergent impact on utilities 31 July 2025Data Centers – China — AI and geopolitics deepen China's domestic data center buildout 04 Aug 2025

What differentiates an emerging market from a developed one? Alejo drops by the studio to explain, as the lines separating developed and emerging markets are blurring. Plus, a look at related investment implications for emerging market investors. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Send us a textExplore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive advantages in global markets. From infrastructure innovation to cultural insight, discover what sets them apart in spotting hidden opportunities and navigating risk.https://familyoffices.com/

Continuing the summer series, The Bid brings back some of the best episodes from the last year. Stevie's pick is a deep dive into the technology and AI investing trends coming out of Silicon Valley featuring Tony Kim, BlackRock portfolio manager and technology investing expert.AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around technology and AI investing among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.Sources: Google Investor call, July 2024 per Sundar Pichai.Original episode aired September 13th 2024Key moments in this episode:00:00 Introduction to The Bid's summer series Part Two and Stevie's Favourite Episode: Tech and AI Investing Trends02:15 Tony Kim on the Evolution of AI in Tech03:50 AI's Impact on Various Industries05:16 Investment Opportunities in AI08:07 The Future of AI and Quantum Computing21:20 Historical Perspectives and Future Insights22:44 Conclusion and Upcoming Episodes

In this episode, host Duncan Wales, Tellimer⁠ CEO, sits down with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management. They unpack the recent resurgence in emerging markets, delve into the impact of U.S. treasury yields and trade policy, the rise of local currency debt, the opportunities in China, and explore how seasoned investment frameworks can deliver Alpha in volatile conditions.A must-listen for investors seeking clarity and strategy in today's shifting EM landscape.The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠– your single point of entry to emerging markets. Check out the full Tellimer offering ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit ⁠Tellimer.com⁠. 

Hands-down, Arjun is the most interesting man in venture capital. He thinks differently than everyone else, and as a result, his VC Firm, Tribe Capital, and his startup, Kraken, are completely unique.In this episode, he shares how he got started, and the exact tools he used to get where he is today...Check out Tribe Capital: https://tribecap.co/Check out Kraken: https://www.kraken.com/Subscribe to never miss an episode!--Chapters:(00:00:00) Intro(00:00:56) Startup Incubation Model for High Returns(00:10:30) Passionate Projects: Impactful Progress for Humanity(00:13:49) Enhancing Product Market Fit with Frameworks(00:16:40) User Behavior Analysis for Product Success(00:18:28) Product Market Fit Analysis for Investors(00:27:49) Identifying Compelling Investment Trends in Emerging Markets(00:30:12) Enhancing Business Operations with Modern Tools(00:34:02) Tribe's Hands-On Incubator Approach(00:41:50) Crypto and Kraken(00:46:16) Data-Driven Transparency for Organizational Alignment(00:50:41) Enhancing Global Liquidity with Stablecoins(01:05:01) Balancing Innovation with Traditional Principles in Lifestyle–––This podcast was brought to you by Pelion Venture Partners. Check them out here: https://pelionvp.com/

Markets continue to perform bullishly, stringing together a sixth day of gains on Monday. If Tuesday follows suit, markets will stretch out a line of positive closes stacking up against an inevitable down day, sooner or later. The question is whether markets will cross the 20-DMA: A pullback to 6,260 would not be surprising at all. WHEN that happens, we'll look next to the 50-DMA at around 6,280 and to the 200-DMA below that at 5,870. All that to say, there is some downside risk to the market. Meanwhile, Emerging Markets are improving, but still trading sideways; as money flows head back into the U.S. Emerging Markets and Gold are tending to lag the S&P. Money flows are always looking to where they'll get appreciation. Right now, Stocks are doing that trick very well. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=kVphLBnAmaA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MoneyFlow #Gold #EmergingMarkets #MarketRisk #MarketCorrection #MarketReversion #InvestorComplacency #MovingAverages #VIX #Volatility #InvestorExhaustion #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Tim Gill, Portfolio Manager, and Juan Tavarez, Research Analyst, from Fidelity Investments' High Income and Alternatives team to explore the evolving landscape of emerging market corporate debt. With decades of combined experience, Tim and Juan provide a deep dive into how they identify resilient, dollar-denominated credits in complex geographies—and why a bottom-up, credit-focused approach is essential in today's environment.   The conversation covers everything from navigating country-level macro risk and assessing restructurings, to uncovering “hidden castles” in misunderstood sectors. The duo emphasizes the value of sovereign overlays, disciplined portfolio construction, and the role of diversification in managing volatility for insurance investors. Whether you're seeking long-term yield, capital-efficient allocation, or simply a better understanding of EM corporates, this episode offers highly actionable insights grounded in experience.

On the latest episode of After Earnings with Ann Berry, VinFast Chief Investment Officer Chien Nguyen and Vice President of Investor Relations Amandae Baey dive into how VinFast plans to accelerate its global growth in the electric vehicle market. Highlights include:• How VinFast is doubling annual vehicle production• Growing the EV market with affordable models• Asian consumers and the shift from 2-wheelers to 4-wheelersAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: afterearnings@morningbrew.com $VFS Learn more about your ad choices. Visit megaphone.fm/adchoices

Could be in the early stages of a re-weighting into EM Emerging Market (EM) equities have outperformed the S&P 500 so far this year. The weaker US dollar has furnished a number of positives for EM assets, from cheaper funding to less imported inflation to a more attractive carry trade. David Hauner discusses the various positives ahead, including superior economic growth, central bank cutting cycles and the possibility of a lengthy dollar decline. David also discusses EM credit which has seen buying from US investment grade and high yield funds attracted to compelling yields. One of the main risks to this bullish view is a significant deterioration in global trade. So far, however, trade numbers look good and should things deteriorate enough to warrant Fed rate cuts, the dollar could weaken further, bolstering relative performance for EM.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

Mardi Winder-Adams is the founder of Positive Communication Systems and divorcecoach4women.com, who helps high-achieving women navigate divorce on their own terms through personalized coaching, mediation, and conflict resolution.Through her concierge divorce coaching services and extensive training programs, Mardi guides clients to reduce the emotional and financial costs of divorce while developing the skills and resources needed to move forward with confidence.Now, Mardi's dedication to understanding all aspects of divorce, from finances to emotional intelligence, demonstrates how specialized support can transform challenging transitions.And while launching two Amazon best-selling books and planning her upcoming summit, she's stepping out of her comfort zone to create even greater impact for women feeling overwhelmed and unheard during divorce.Here's where to find more:Website: https://www.divorcecoach4women.comPodcast: The D Shift: Redefining Divorce and BeyondLinkedIn: https://www.linkedin.com/in/mardiwinderadamsInstagram: https://www.instagram.com/divorcecoach4womenFacebook: https://www.facebook.com/Divorcecoach4womenFacebook personal: https://www.facebook.com/mardi.winderadamsYouTube: https://www.youtube.com/channel/UCM7WXHijvXwsM1XXkc79MlA___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

This week's topics include:✅ U.S.–Japan trade deal and what it means for global risk sentiment

Back from Vacation - refreshed? Fun with Coldplay! A quick look at how indices and sectors are doing Sugar in the news.... The REAL running of the bulls - bad things happen PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS  Warm-Up - Back from Vacation - refreshed? - Fun with Coldplay! - Sugar in the news.... - The REAL running of the bulls - bad things happen Markets - Earnings Season is here - about to get some big results this week - Some earnings to discuss - A quick look at how indices and sectors are doing - Markets react to Trump/Fed comments - YUGE deal with Japan Market Update Top to Bottom in - Fed - April (2 Months) Bottom to Recovery of Loss -  (2 months) Now overshot and climbing to new ATH DJIA up 4.8% SP500 Up 7.69% NASDAQ up 9% Bitcoin Up 24% Emerging Markets up 24% USD down 10% Gold up 24% Copper up 35% Small Caps up 0.95% Apple DOWN 14% YTD Sectors Staring off: Will the TARIFFS actually go into play on August 1st, 2025??? What to do? - Here we go again... - I heard Adam and Tina coming to Florida next week and I have not heard from them.... -- Now maybe it is nowhere near me - Florida is a big state... (Am I being too sensitive?) - If JCD came to FLA - I would think you would call me.... right? Lessons - Astronomer, the tech company that found itself launched into the public eye after its CEO Andy Byron was spotted on a Jumbotron video at a Coldplay concert last embracing an employee, announced that Byron has been placed on leave. - Astronomer's cofounder and chief product officer Pete DeJoy is now serving as interim CEO, the company said in a statement Friday night. - “Our leaders are expected to set the standard in both conduct and accountability,” the statement said in part, adding that the company's board of directors “has initiated a formal investigation into this matter and we will have additional details to share very shortly.” - PEOPLE - think before you do stupid things! NETFLIX Earnings - Netflix posted second-quarter revenue growth of 16% on Thursday after the closing bell. - The company raised its full-year revenue guidance, citing “healthy” member growth and ad sales. - Netflix reported revenue of $11.08 billion for the second quarter, higher than Wall Street's estimates of $11.07 billion, according to data compiled by LSEG. -Stock was sold off after - priced to perfection - Netflix's higher forecast reflects the weakening of the U.S. dollar compared with other currencies as well as “healthy” member growth and ad sales, the company said in a statement. (What happened to constant currency?????) - Off 8% this month, Up 36% YTD Impressive - Taiwan Semiconductor Manufacturing Company on Thursday reported a near 61% year-on-year rise in second-quarter profit, hitting a record high and beating estimates, as demand for artificial intelligence chips stayed strong. - The world's largest contract chip manufacturer forecast third-quarter revenue between $31.8 billion and $33.0 billion — a 38% year-over-year increase and 8% higher from the prior quarter at the midpoint. - - Revenue: 933.80 billion new Taiwan dollars ($31.7 billion), vs. NT$931.24 billion expected - - Net income: NT$398.27 billion, vs. NT$377.86 billion On the Other Hand - ASML warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter. - ASML's guidance for the current quarter missed expectations while it narrowed its own forecast for the rest of the year. - Shares of the firm ended the day 11.4% lower after the report -  ASML is the sole supplier of extreme ultraviolet (EUV) lithography systems,

In this episode of Check Your Balances, we're joined by Callum Thomas to tackle a crucial question for your portfolio: Do you own enough emerging markets? Callum shares his expert insights on the current landscape, potential, and risks of investing in these dynamic economies. Tune in to understand if your asset allocation is truly optimized for global growth.Learn more about Callum at Top Down Charts and The Weekly ChartStormSend us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

What happens when an emerging‑markets banker, lifelong Reddit degen, and early Ethereum believer builds a global crypto fund focused on AI? Meet Matthew “Matty” Graham, Managing Partner at Ryze Labs.Matty shares how a pizza post pulled him into Bitcoin, why the Ethereum whitepaper was his “drop everything” moment, and how Ryze helps founders reach 2B+ users across emerging markets through its “global + local” team model.We dig into the big ideas: AI agents as economic actors that must transact on open, programmable ledgers; stablecoins as the clearest current use case; why meme speculation crowds out real adoption; and why every startup should obsess over its first 5–7 real super fans (not airdrop farmers).We also hit culture clashes (AI vs crypto), institutional entry, tech history, data privacy (your ChatGPT logs are more revealing than your Google search history), and what Matty would do if launching Ryze today.Not investment advice.Key Timestamps[00:00:00] Introduction: Sam tees up Ryze Labs, AI + crypto, and future signals. [00:01:00] Origin story: Reddit pizza, early Bitcoin, failed 2013 banker pitch, curiosity grows. [00:02:30] Ethereum moment: Programmable money snaps it wide open for Matty. [00:04:00] Banker to degen: Emerging markets + appetite for the “wild west.” [00:05:00] What is Ryze Labs: Global fund with local experts across key emerging markets. [00:06:30] Why AI + crypto: Digital agents will transact value; legacy rails can't scale. [00:08:00] Real PMFs so far: Stablecoins & thinly disguised gambling; AI could be next. [00:09:30] Stablecoin utility: Paying global teams when Stripe/PayPal fail. [00:10:30] Tech history lens: Hardware waves unlock software waves; AI feels similar. [00:12:00] Data intensity: You'd leak Google history before ChatGPT chats — privacy matters. [00:14:00] AI for health: Matty's coffee/acid anecdote shows practical value already. [00:16:30] Work futures: New roles (prompt skill!), humans reorganize around tech. [00:21:00] Super fans first: 5–7 paying evangelists > vanity metrics. [00:23:00] Incentive traps: Points & airdrops mask real product‑market fit. [00:25:00] Trends check: Utility underhyped; meme/points meta overweight. [00:26:30] Institutional adoption: East‑coast style (ETFs) vs tech‑driven engagement. [00:29:00] If starting today: Split team across AI hubs (SF, Hangzhou) + emerging market depth. [00:30:00] The ask: Best‑in‑class AI+crypto builders & top engineers — DM @MattyRyze.Connecthttps://ryzelabs.io/https://x.com/RyzeLabshttps://ky.linkedin.com/company/ryzelabshttps://x.com/mattyryzeDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

Dylan and Aaron get back together for a catch-up after Aaron's latest trip to China. Outdoor sports are booming over there and brands are taking notice. In this conversation, Aaron shares all of his notes from everything he saw over there - and a glimpse into the future. Show Notes: Super Rider: https://www.youtube.com/@SuperRiderTV Microsoft - Acquired Episode: https://www.acquired.fm/episodes/microsoft Mario's Book Recommendation: https://amzn.to/4kTbXEW Video Night In Kathmandu (Book): https://amzn.to/3TLHz3z David Autor: https://www.nytimes.com/2025/07/14/opinion/china-shock-economy-manufacturing.html Nick Denton: https://www.semafor.com/article/03/28/2025/nick-denton-gawker-surprising-return Western States Livestream: https://www.youtube.com/watch?v=ehpqF2J91rg BPC - Brand, Product, Content: Ben Gibbard x Speedland GSTMT: https://www.runspeedland.com/products/gs-tmt-copy Road Fools BMX Series: https://www.youtube.com/watch?v=Fr89kMr_V-k Bus Run Bus - Rickey Gates: https://www.busrunbus.com/ Join us on LinkedIn: https://www.linkedin.com/company/second-nature-media Meet us on Slack: https://www.launchpass.com/second-nature Follow us on Instagram: https://www.instagram.com/secondnature.media Subscribe to our newsletter: https://www.secondnature.media Subscribe to the YouTube channel: https://www.youtube.com/@secondnaturemedia

In this second compilation focused on emerging markets, we revisit conversations featuring three investors who are channeling substantial capital into regions where others hesitate to go – and they're doing it with discipline, innovation, and deep local insight.Each of these guests brings a different strategy and perspective, but all are working toward the same goal: building sustainable, scalable businesses that meet the needs of underserved communities.And they're doing it in ways that challenge the old assumptions: that impact comes at the expense of return, that emerging markets are too volatile to be investable, or that scalable solutions must come from the West.Here are the featured voices:Sandeep Farias, Founder and Managing Partner of Elevar EquityElevar backs what they call entrepreneurial households – more than 50 million families across emerging markets who've moved beyond the bottom of the pyramid. While they're making economic progress, they still lack access to the products and services that support their ambitions and daily lives.Sandeep and his team take a bottom-up, equity-focused approach to identify the “core solutions” these families prioritize – like education, healthcare, and agriculture – and invest in entrepreneurs building businesses to serve them.With five funds deployed across India and Latin America, Elevar stays close to both customers and founders, spending time in the field to understand how people live, what they value, and where capital can make the greatest difference.Full episode  Rochus Mommartz, the CEO of responsAbilityRochus leads responsAbility – one of the world's largest dedicated impact asset managers, with $5 billion under management and more than $15 billion deployed across emerging markets since inception.His team doesn't start with products. They start with problems – like the 500 million people in Africa who still lack electricity, or the small businesses across Asia and Latin America that can't get financing. Then they find the companies solving those problems and shape capital to support their growth.Rochus draws a clear line between real and perceived risk. Emerging markets aren't short on opportunity – they're just often misunderstood by investors who rely too much on spreadsheets and not enough on what's actually happening on the ground.Check out the full interview: Part 1Part 2Sugandhi Matta, Chief Impact Officer at ABC ImpactSugandhi helped launch ABC Impact with backing from Temasek and Temasek Trust – and helped shape it into the largest Pan-Asian private equity fund dedicated to impact.From the start, her focus has been on building a strategy rooted in Asia's realities – not imported from somewhere else. That meant starting with evidence: mapping the region's most urgent needs, identifying where scalable solutions could take hold, and designing an impact framework from the ground up.ABC now manages close to $1 billion across sectors like healthcare, financial inclusion, sustainable food, and climate resilience. They back mission-driven founders solving problems they've lived – and who have the resilience and discipline to scale.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

Mike Armstrong and Marc Fandetti discuss Bessent making the case to Trump against firing Fed Chair Powell. Is the US riskier than emerging markets? Social Security needs a fix more than ever after the big bill. Could the Big Beautiful Bill prove to be contractionary? After pledging to keep prices low, Amazon hiked them on hundreds of essentials. Will 'smart' restrooms fix America's public bathroom crisis?

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland.In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. Original episode aired January 24th 2025Key moments in this episode:00:00 Introduction to The Bid's Best of Summer Series00:49 Oscar's Favorite Episode: Geopolitics Live from Davos03:02 Insights from Davos: Geopolitical and Economic Outlook05:35 The Impact of AI and Technology07:41 US-China Relations and Global Fragmentation10:59 Economic Outlook for 202518:02 Europe's Response to Global Challenges26:00 Reflections and Closing Remarks

Luis Oganes, Jonny Goulden and Jahangir Aziz discuss the outlook for Emerging Markets.   Speakers Luis Oganes - Head of Global Macro Research Jonny Goulden - Head of EM Fixed Income Strategy Jahangir Aziz - Head of Emerging Markets Economic Research    This podcast was recorded on July 18, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5030262-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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

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

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.

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.