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In The Money Media's Peter Thomas Fornatale (PTF) is joined by horseplayer and handicapper Nick Tammaro to take a glance at the upcoming Belmont Stakes 2026, which will take place on June 6 at Saratoga. The Triple Crown season in horse racing is nearing a wrap with the concluding event, the Belmont Stakes, attracting many runners from Kentucky Derby 2026 including last-to-first winner Golden Tempo, who also recently finalized a stud deal with Lane's End once his time on the racetrack has finished. Several other Kentucky Derby runners hopped over Preakness 2026 to target the Belmont Stakes including Mike Repole's runner Renegade, who finished second to Golden Tempo in Kentucky Derby 2026. A pair of Preakness 2026 runners in Ocelli and Chip Honcho are also probable to compete in this year's Belmont Stakes as well as Kentucky Derby runners Potente, Chief Wallabee, Commandment and Emerging Market. Chief Wallabee will give hall of fame trainer Bill Mott a chance to score back-to-back victories in the Belmont Stakes after he famously skipped Preakness 2025 with Kentucky Derby 2025 winner Sovereignty before winning Belmont Stakes 2025 in a romp over eventual Dubai World Cup champion Magnitude. Saratoga Race Course, traditionally the go-to horse racing meet of the summer on the East Coast, hosts the Belmont Stakes for the last time as renovations near completion on Belmont Racetrack, which also readies to host the Breeders' Cup come 2027 with its modernized grandstand and upgraded racetrack.
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles.In this episode of The Bid, Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income.The conversation highlights the region's diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan's shift in corporate behavior, and the role of Asian bond markets in diversificationKey moments in this episode:00:00 Introduction02:23 How Asia's scale is influencing its role in global portfolios04:20 Why policy and economic cycles differ across the region07:10 Why Japan's corporate and inflation dynamics are drawing attention08:36 Where AI-related manufacturing is concentrated10:20 How domestic consumption is developing in India and Southeast Asia12:47 How Asian fixed income behaves differently from developed markets14:35 How to Allocate in Asia17:42 Singapore Travel Tips18:50 Wrap Up and DisclosuresSources: Bloomberg May 12th 2026,
The following article of the Infrastructure industry is: 'Vertical Farming: A Business Opportunity in Emerging Markets' by Jessica Gómez, CEO, Origeen Transforma Verde.
Beyond Macro: A Value Lens on Emerging Markets Equity Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn't the macro backdrop, but the price you pay? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Vera German and Juan Torres, Portfolio Managers on Neuberger's Emerging Markets Equity team, to discuss why a disciplined value lens may be the most natural — and most overlooked — way to approach emerging market equities. Together, they discuss: Why fast-growing economies have often produced lackluster equity returns How state-owned enterprises are misunderstood, and why blanket avoidance may leave value on the table What's wrong with benchmarking to the MSCI Emerging Markets Index Where the valuation screen is pointing today, including Southeast Asia, Brazil, and China — and where to avoid How the team manages risk and position sizing in a concentrated, high-conviction portfolio Why emerging markets may be one of the most compelling asset classes for active, value-oriented investors today This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. M-002531
Don opens this Friday Q&A episode with a personal reflection on finally releasing his historical fiction novel The Line Uncrossed, inspired by his great-great-grandfather's imprisonment at Andersonville during the Civil War. Listener questions then cover the wisdom (or insanity) of converting millions from a traditional IRA to a Roth all at once, the evolving role of “538” savings accounts, why covered calls and options strategies often disappoint despite sounding clever, skepticism over the show's repeated praise of Avantis and Dimensional funds, and the surprisingly massive dollar amounts collected in ETF management fees. Throughout, Don leans hard into skepticism, simplicity, evidence-based investing, and the dangers of overcomplicating portfolios or tax planning.0:05 Friday Q&A tradition and how listeners submit spoken questions1:28 Don talks about releasing The Line Uncrossed next week2:22 Andersonville inspiration and writing historical fiction3:29 Listener asks about converting $4.1M traditional IRA to Roth to avoid RMDs5:55 Why a massive one-time Roth conversion could be financially disastrous7:17 RMD misconceptions and the need for professional tax planning8:13 Discussion of proposed “538” accounts and Roth conversion possibilities10:40 Listener asks about covered calls, selling puts, and options strategies12:06 Why buying options is gambling and covered calls eventually fail13:28 The illusion of downside protection with covered calls14:58 Skeptic questions repeated mentions of Avantis and Dimensional funds17:31 Don explains factor investing, Fama/French research, and fee tradeoffs20:30 Why TRM recommends Avantis and Dimensional despite higher costs20:38 Don responds directly to accusations of compensation or sponsorship21:47 Listener shocked by millions paid in ETF management fees22:26 What ETF management fees actually pay for behind the scenes23:27 Why large ETF operations require huge staffs and compliance teams24:33 Final call for listener questions and advisor meetingsQuestions? Comments? Click!
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1:04: 1. Bilal Little, NYSE3:14: 2. Joe O'Malley, External Senior ETF Salesperson, Milliman Funds10:06: 3. Matt Camuso, Head of ETF Solutions, Baron Capital15:34: 4. John Keller, Executive Director and ETF Specialist, Morgan Stanley Investment Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
In this episode, Drew Edmond is joined by João Del Valle, CEO and co-founder of EBANX, to talk about the origin story of EBANX, why Brazil has historically been such a difficult market for non-Brazilian merchants, and what João has learned as the company has expanded into new regions. Listen in as they cover some of the biggest topics shaping the next phase of global payments, including Pix and Pix Automático in Brazil, payment optimization when looking at local payment methods, and perspectives on agentic commerce and stablecoins.
What if the biggest problem with “Emerging Markets” is the name?Edward Lam thinks that label has been doing the category a disservice for decades.Today, he's sitting down with Stacy to zoom out and question the category…then zoom back in to what that means for portfolios, risk, and real alpha.Edward grew up in Hong Kong, went to boarding school in the UK, and landed in EM in 2004. He had no training program or mentor, just four walls of books he was determined to read. By the time he left, he'd taught himself accounting, built a research function from scratch, and was running a fund that grew from £1M to £3.5B.Listen in to hear: How Edward built his own training program from scratch and why that became one of his biggest edgesWhat "subordinate currency regimes" means and how it changes everything we thought we knew about EM risk The tension between building something investable and staying true to the thesisWhat scaling from £1M to £3.5B actually looks like when you have to earn every rung yourselfWhy he walked away from asset management, what the gap taught him, and what brought him backMore About Edward Lam: Edward Lam entered the fund management industry in 2004 as an analyst at Emerging Markets specialist Lloyd George Management, covering Taiwan and technology. In 2007, he co-founded Somerset Capital Management, where he served as Head of Research and chaired the investment committee. In 2010, he launched Somerset's EM Dividend Growth strategy, scaling it from a ~$1.5M seed to nearly $4B AUM. Edward left Somerset in 2020, then joined Sloane Robinson in 2023, became CIO, and launched the SR Ocellus fund in 2024.In his free time, he enjoys reading about the history and philosophy of finance, including many areas that others (based on feedback) find boring. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
What does customer centricity really look like in fast-growing emerging markets? In this episode, we answer a listener question from a fintech support professional in the Gambia navigating rapid growth, limited resources, and constantly evolving customer expectations. We explore how organizations can build trust at scale by creating a customer-centric culture rooted in leadership, listening systems, and daily operational discipline. We also discuss why frontline support teams are critical in emerging-market fintech, serving as the real-time voice of the customer and a powerful driver of business insight and loyalty. If this helps you lead customer experience, subscribe, share the episode with a teammate, and leave a rating or review so more CX leaders can find it.Resources Mentioned:Order your copy of Experience Is Everything -- http://experienceiseverythingbook.comLearn more about CXI Membership™ and apply -- http://CXIMembership.comExperience Investigators -- https://experienceinvestigators.comEnjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)
Catch up on the key moments and presentations from FOCUS. Recorded on May 4, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Le dynamisme des marchés émergents Découvrez les moments forts et les présentations de FOCUS. Date : 4 mai 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.
Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making retirement planning more complex and consequential.Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans, target date funds, and regulatory changes are reshaping how individuals save, invest, and prepare for retirement.The conversation explores how retirement is moving from a focus on accumulation to income generation, particularly during the “retirement window.” It also highlights how global systems are converging toward similar models, and how innovation—across portfolio construction, private markets, and guaranteed income—is influencing long-term outcomes.Key insights:· How the shift from pensions to defined contribution plans is changing investor responsibility· Why longevity is reshaping retirement timelines and financial planning needs· How target date funds are simplifying access to capital markets for individuals· What the “retirement window” reveals about diverging investor outcomes· Where global retirement systems are converging despite regional differences· How income generation is becoming central to retirement portfolio design
VettaFi's Head of Research Todd Rosenbluth discussed the Schwab US Dividend Equity ETF (SCHD) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Sales teams are no longer defined by a few superstar performers. Japjit Ghai, who leads BCG's AI efforts for sales globally, explains how AI is reshaping the entire sales workflow—from lead prioritization to real-time coaching and closing the deal. Winners won't bolt on tools. They'll integrate AI and agents from end to end.Learn More:Japjit Ghai: https://on.bcg.com/48IzJiVHow AI Agents Will Transform B2B Sales: https://on.bcg.com/4dnWPOrHow AI Can Reshape Distributed Sales Channels in Emerging Markets: https://on.bcg.com/4tSL0puBCG's Latest Thinking on Marketing and Sales: https://on.bcg.com/4utKWMJImagine This... on the future of sales: https://lnk.to/imagine-this-Andersen-sales09Chapters(0:00) The End of Superstar Salespeople?(1:26) Is AI Moving Into the Sales Frontline?(1:57) Is This Shift Across the Board?(3:01) What Happens to Top Sales Performers?(4:08) Where AI Still Falls Short in Sales(4:47) Why Talent Is Choosing AI-First Companies(5:06) What Augmented Selling Looks Like(6:07) Real-Time AI Sales Assistant Demo(10:13) The ROI of AI in Sales(11:00) What Sellers Gain (and Fear Losing)(11:40) How Performance Is Measured(12:26) Misconceptions Leaders Have About Using AI In Sales(13:14) Will Customer Relationships Suffer?(14:59) When You Should NOT Use AI(16:22) What Great AI Sales Looks Like(17:18) Is There an AI Blueprint to Follow for Sales?(17:58) What Will the Future Look Like in AI Sales?(18:39) Next Steps for LeadersThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
In this episode, Adam Torres interviews Eva Yazhari, Managing Partner of Beyond Capital Ventures, live at the Milken Global Conference. Eva discusses investing in Africa and India, conscious leadership, and how her firm supports founders building scalable solutions in fintech, healthcare, and mobility. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Impact investing is entering a more disciplined, outcomes-driven phase, and it's more complex than it first appears. In this episode of Sustainable & Responsible Investing 360, I sit down with Amel Karboul, Founder and CEO of the Education Outcomes Fund, to explore how capital can be tied directly to measurable results.Drawing on her experience working with governments, philanthropies, and impact investors, Amel explains why traditional funding models often fail to deliver real impact, and how outcomes-based financing aims to realign incentives across the system. Rather than paying for activities, this model pays for results, introducing both greater accountability and new challenges.We explore the tensions at the heart of this approach, from balancing different stakeholder expectations to addressing concerns around investor returns in low-income markets. We also discuss the risk of narrowing impact to what can be measured, and how thoughtful design can mitigate those trade-offs.Looking ahead, we examine what it will take for outcomes-based models to scale, from simplification and standardization to the potential emergence of more tradable forms of impact.Connect with SRI360°: Sign up for the free weekly email update Visit the SRI360° PODCAST Visit the SRI360° WEBSITE Follow SRI360° on X: Follow SRI360° on FACEBOOK Scott Arnell's Book: Sustainable & Responsible Investing 360Amel Karboul on LinkedInAmel Karboul: Ted TalkEducation Outcome Fund Website
Send us Fan MailNonprofit finance technology strategy is entering a new phase—and AI adoption is forcing leaders to rethink how teams operate, learn, and deliver impact.Broadcast Live from Innovate 2026 in Washington, D.C., Jacqueline Tiso (Founder & CEO, JMT Consulting), Samantha Tiso (VP of Finance, JMT Consulting), and John Tiso (VP of Emerging Markets, JMT Consulting) share what nonprofit leaders are really facing when it comes to technology adoption.Their dynamic isn't just personal—it reflects what many nonprofit organizations are navigating right now: different generations, different learning styles, and a shared responsibility to move forward together.Here's the reality: nonprofits aren't resisting innovation—they're overwhelmed by it. Between daily operational demands and limited resources, the challenge isn't access to tools—it's finding the time, capacity, and strategy to use them effectively.As Jacqueline explains, “Technology is driven by people… people think technology is driving them—but that's actually not the case.” This shift in mindset is critical. AI isn't replacing nonprofit professionals—it's raising the bar for how they work.Samantha brings it home with a practical warning: “If you don't take the time to learn, you're going to get left behind.” For nonprofit leaders, this means building intentional learning time into already full schedules—and treating training as a core operational investment, not a luxury.And from a leadership standpoint, John Tiso emphasizes a critical skill: patience. As organizations adopt AI and new systems, leaders must create environments where learning curves are expected and supported—not rushed.The trio also speak to:Why AI adoption requires time, not just toolsHow finance roles are evolving into strategic advisory positionsThe importance of patience and personalization in multi-generational teamsWhy nonprofit challenges haven't changed in decades—and how technology can finally help address themIf you're leading a nonprofit organization, managing finance, or evaluating new technology, this conversation and Innovate 2026 deliver a timely, grounded, and actionable perspective.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
The F&C Investment Trust (FCIT) is as close to a household name as a fund can be. Founded in the 19th century, its global stocks “one-stop shop” nature has made it a favourite for investors for decades, and despite changing managers and fund houses, it's remained true to its aim.Val Cipriani sits down with current manager Paul Niven, who discusses the trust's approach to using other fund managers, where he sees value in stock markets, the pros and cons of a concentrated portfolio and why, despite cutting back on US companies, he believes there's still value to be found.Timestamps00:00 Intro00:21 What is F&C01:45 How the trust is structured05:01 Use of 3rd party managers7:31 Trying to beat the benchmark10:02 Why F&C is so diversified14:21 Reacting to the war in Iran20:32 Is the market too optimistic?22:46 Emerging markets25:17 Trends away from the US28:05 Magnificent seven32:05 Nvidia35:11 Private equity42:15 Software exposure and AI disruptionInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
Emerging markets have weathered a string of global shocks since 2019 with more resilience than in past cycles, supported by stronger policy frameworks, deeper local markets and larger buffers. We discuss why credit outcomes are increasingly uneven across EMs, how a more fragmented global economy is reshaping trade and financing, and why investors are focusing on country-by-country differentiation. Looking ahead, we explore what could test that resilience next, including high interest rates, debt-affordability pressures and the policy choices that will separate stronger credits from weaker ones. Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings Guests: Atsi Sheth, Chief Credit Officer, Moody's Ratings; Ariane Ortiz-Bollin, Associate Managing Director, Sovereign Risk, Moody's Ratings Related Research: Middle East Conflict – India: Energy shock fuels external, inflationary and sectoral risks, 20 April 2026 Corporates – Indonesia: Policy uncertainty will constrain credit strength as regulatory intervention rises, 16 April 2026 Sovereigns – Global: Middle East shock will test sovereigns with limited credit buffers, 7 April 2026 Sub-Saharan African Macro Monitor: Financing needs will remain broadly stable in 2026, 31 March 2026 © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jeff Sheppard of Joule Financial talking with Jack twice a week, Mondays and Fridays! Jeff, a former basketball player on a championship team. His son, Reed a former cat as well, now a major player for the NBA on the Houston Rockets. Both dad and son, wearing the number 15 on their Jersey. So went Jeff's betting strategy for the Kentucky Derby. The horse? Emerging Market of course at post position 15... the horse having a down day, did not finish in the money. See omnystudio.com/listener for privacy information.
On this episode of Where Rodeo Meets the Road, we break down the 2026 Kentucky Derby from a true horseman's perspective in a special roundtable discussion with notable horsemen from the racing industry.We dive into the top contenders including Commandment, Renegade, So Happy, and Emerging Market, analyzing prep races, running styles, and how pace will shape the outcome of the race.From the deeper, sandier surface at Gulfstream Park to the tighter dirt at Churchill Downs, we discuss how track conditions, jockey decisions, and positioning in a 20-horse field will ultimately decide who wins the Run for the Roses.This isn't just a preview — it's a horseman's breakdown of what it takes to win the Kentucky Derby.Keywords: Kentucky Derby 2026, Derby contenders, horse racing podcast, Churchill Downs, Gulfstream Park, race strategy, pace analysis, Derby preview, horse racing insights, Run for the Roses
Latin America Equities Outlook Why Latin American stocks are outperforming global markets Structural vs. cyclical drivers of emerging markets performance Is a long-term rerating underway? Macro Trends Driving Latin America Markets Interest rate cycles across emerging markets vs. the U.S. Impact of U.S. dollar trends on Latin American currencies and equities Commodities super-cycle: energy, copper, lithium, and agriculture Nearshoring and global supply chain shifts benefiting Mexico Fundamental Drivers: Valuation & Earnings Growth Why Latin America trades at a discount to developed markets Earnings growth across financials, commodities, and domestic sectors Country-level opportunities: Brazil, Mexico, Chile, Argentina Domestic demand, credit expansion, and underpenetrated markets Quantitative Signals & Market Positioning Factor rotation: shift away from U.S. mega-cap dominance Investor flows and under-ownership of Latin America Market breadth, momentum, and earnings revisions Role of FX stability in supporting equity multiples Key Risks to Watch Political and fiscal risks in major economies like Brazil Commodity price volatility and dependence on global growth Geopolitical risks and external shocks Investment Strategy & Portfolio Positioning How to gain exposure to Latin America equities Country vs. sector vs factor-based allocation Why active management matters in emerging markets Identifying alpha opportunities in a high-dispersion region The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com
Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As volatility persists and infrastructure evolves, investors are increasingly asking not what crypto is—but what role it plays in portfolios.Host Oscar Pulido is joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, live from Miami at BlackRock's Latin America Investment Forum. Together, they explore how crypto investing has evolved, why institutional participation is accelerating, and how investors are reassessing digital assets within diversified portfolios. The conversation examines the dual nature of crypto as both a volatile, risk-sensitive asset and a potential long-term diversifier. Robbie outlines how bitcoin's unique characteristics—scarcity, decentralization, and independence from sovereign systems—differentiate it from traditional assets in capital markets. Dan reflects on early conviction in crypto and why institutional adoption may still be in its early stages, despite growing awareness.Check out our previous episode on Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now: https://open.spotify.com/episode/7LTut5pKnHVfrOdoAFM5r9
Bryan Broaddus and the crew analyze the upcoming Kentucky Derby by examining Beyer Speed Figures and key horse measurables. They provide specific betting recommendations for horses like Commandment and Emerging Market while discussing the influence of post positions and legendary trainers. 01:35 - Kentucky Derby Preview 04:06 - Beyer Speed Figures Explained 09:14 - Top Betting Picks 11:35 - Trainer And Jockey Analysis
Investor Fuel Real Estate Investing Mastermind - Audio Version
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Pat Boyle, PJ Glasser, and Brandon Combs give their top 5 picks for the Kentucky Derby and break down how they're playing Saturday's race. Will there be overlap on contenders like Emerging Market and Potente, or will someone hit a longshot? Time to pick your ponies.
This podcast audio was accidentally posted yesterday, so you might want to listen to our 4/29 episode, if you've already heard this one.A listener-inspired revisit of emerging markets investing—sparked by the legacy of Mark Mobius—highlights why most investors are dramatically underexposed to this critical asset class. Don and Tom explain that while emerging markets bring higher volatility and currency risk, they also offer diversification, access to faster-growing economies, and exposure you simply can't get from U.S. multinationals alone. The conversation reinforces a core principle: proper global diversification matters more than chasing returns, and for most investors, owning a broadly diversified fund is far more practical than trying to build a perfectly balanced portfolio piece by piece. Listener questions then tackle currency risk (don't worry about it) and expose the dangers of “hodgepodge” portfolios built from random ETF ideas—ending with a strong case for simplicity, discipline, and knowing the purpose behind every dollar invested.0:05 Long-forgotten topic returns: emerging markets investing0:26 Tribute to Mark Mobius and his emerging markets legacy1:00 Why most investors have never heard of him2:02 What emerging markets actually are (and why they feel risky)2:43 Franklin Templeton era and historical performance claims3:26 Efficient market skepticism vs. boots-on-the-ground investing3:42 The real issue: investors massively underweight emerging markets4:59 Long-term returns and the case for inclusion5:57 Volatility, crises, and why diversification still wins6:53 Portfolio reviews reveal almost no EM exposure7:25 The S&P 500 problem: what you're missing globally8:29 Why all-in-one funds (AVGE, DFAW) simplify everything9:40 Listener question: currency risk in international investing11:04 “We own international… right?” portfolio reality check12:16 Currency swings explained (and why you shouldn't obsess)13:55 Japan's lost decades as a diversification lesson15:24 Why global companies ≠ true international exposure17:53 RV nostalgia and listener banter19:21 $17K “play account” turns into portfolio chaos21:55 ETF overload and CNBC-driven investing behavior23:35 Why the portfolio has no coherent strategy24:36 Simple fix: target-date or total market approach25:13 The myth of “play money” in investing26:01 Complexity makes bad portfolios worse over time26:53 Why Talking Real Money stays audio-only27:33 Growth update and listener appreciationQuestions? Comments? Click!
Kentucky Derby 2026 is RAPIDLY approaching, so now it's time for us at In The Money Media to check in the dynamic duo from NBC's coverage of the Kentucky Derby! Peter Thomas Fornatale (PTF) sits down with Jerry Bailey and Randy Moss to discuss the best bets ahead of this year's Kentucky Derby! At the time of recording, a bulk of money remains focused on a select five horses: Renegade (winner of the 2026 Arkansas Derby), Commandment (winner of the 2026 Florida Derby), So Happy (winner of the 2026 Santa Anita Derby), The Puma (runner-up in the Florida Derby & winner of the 2026 Tampa Bay Derby) and Further Ado (winner of the 2026 Blue Grass Stakes). A pair of horses have also ALREADY SCRATCHED from the Kentucky Derby: Arkansas Derby runner-up Silent Tactic and 2026 Jeff Ruby Steaks winner Fulleffort, meaning two also eligibles are in the field at the time of recording: Great White, winner of the 2026 John Battaglia Memorial at Turfway Park, and Ocelli, the third-place finisher in the 2026 Wood Memorial. Some other horses are currently also taking solid early play including one of the representatives from Japan, Danon Bourbon - winner of the 2026 Fukuryu Stakes at Nakayama Racecourse. Chad Brown's representative in Emerging Market, a horse invoking the infamous "Apollo Curse" being unraced as a 2-year-old and making just his third start of his career into the Kentucky Derby, is also drawing a lot of action in the windows. Along with the winner of the 2026 Louisiana Derby, defending Kentucky Derby champion Bill Mott sends a horse also receiving play in Chief Wallabee, who finished third in the Florida Derby behind Commandment and The Puma and will add blinkers heading into the 152nd Run for the Roses. The 2026 Kentucky Derby is scheduled for Saturday, May 2 at Churchill Downs, with the post-position draw set for April 25 and post time scheduled for 6:57 p.m. Follow the full Monster Podcast series for continued coverage of Kentucky Derby 2026 contenders as the field for the Run for the Roses comes together.
Kentucky Derby 2026 is RAPIDLY approaching, so now it's time for us at In The Money Media to check in the dynamic duo from NBC's coverage of the Kentucky Derby! Peter Thomas Fornatale (PTF) sits down with Jerry Bailey and Randy Moss to discuss the best bets ahead of this year's Kentucky Derby! At the time of recording, a bulk of money remains focused on a select five horses: Renegade (winner of the 2026 Arkansas Derby), Commandment (winner of the 2026 Florida Derby), So Happy (winner of the 2026 Santa Anita Derby), The Puma (runner-up in the Florida Derby & winner of the 2026 Tampa Bay Derby) and Further Ado (winner of the 2026 Blue Grass Stakes). A pair of horses have also ALREADY SCRATCHED from the Kentucky Derby: Arkansas Derby runner-up Silent Tactic and 2026 Jeff Ruby Steaks winner Fulleffort, meaning two also eligibles are in the field at the time of recording: Great White, winner of the 2026 John Battaglia Memorial at Turfway Park, and Ocelli, the third-place finisher in the 2026 Wood Memorial. Some other horses are currently also taking solid early play including one of the representatives from Japan, Danon Bourbon - winner of the 2026 Fukuryu Stakes at Nakayama Racecourse. Chad Brown's representative in Emerging Market, a horse invoking the infamous "Apollo Curse" being unraced as a 2-year-old and making just his third start of his career into the Kentucky Derby, is also drawing a lot of action in the windows. Along with the winner of the 2026 Louisiana Derby, defending Kentucky Derby champion Bill Mott sends a horse also receiving play in Chief Wallabee, who finished third in the Florida Derby behind Commandment and The Puma and will add blinkers heading into the 152nd Run for the Roses. The 2026 Kentucky Derby is scheduled for Saturday, May 2 at Churchill Downs, with the post-position draw set for April 25 and post time scheduled for 6:57 p.m. Follow the full Monster Podcast series for continued coverage of Kentucky Derby 2026 contenders as the field for the Run for the Roses comes together.
Get ready for the ultimate 2026 Kentucky Derby Monster Podcast, where JK (Jonathon Kinchen) and PTF (Peter Thomas Fornatale) bring together every standalone breakdown into one complete guide to the Run for the Roses. This master episode covers the full field heading into Churchill Downs, featuring detailed discussions on every contender expected to compete on Saturday, May 2, with post time scheduled for 6:57 p.m. and the post-position draw set for April 25.This episode includes full coverage of the leading contenders on the Kentucky Derby leaderboard, including Renegade, the Arkansas Derby winner trained by Todd Pletcher; Albus and Incredibolt from the Riley Mott barn; Intrepido for trainer Jeff Mullins; and Litmus Test representing Bob Baffert. The discussion also includes Right to Party trained by Kenny McPeek, along with Commandment, Further Ado, and Fulleffort from the Brad Cox stable, each arriving with different prep paths and race records.International contenders are also featured, including Danon Bourbon from Japan and Wonder Dean (JPN), along with Dubai-based runner Six Speed. The field continues with So Happy from Mark Glatt's barn, The Puma trained by Gustavo Delgado, and Chief Wallabee from trainer Bill Mott. Additional contenders include Silent Tactic for Mark Casse, Potente from the Bob Baffert barn, Emerging Market trained by Chad Brown, Pavlovian from Doug O'Neill, and Golden Tempo from Cherie DeVaux.The episode also covers horses on the extended leaderboard and those working toward entry into the field, including Great White, Ocelli, Robusta, and Corona de Oro, providing a complete picture of the 2026 Kentucky Derby landscape as it continues to evolve leading into race week.Each horse discussed in this episode has earned a place on the Kentucky Derby trail through a series of prep races that began in the fall of their two-year-old season and continued through major graded stakes races in early 2026. The leaderboard reflects those results, with qualifying points determining entry into the 20-horse field at Churchill Downs.This master video brings together all individual Monster Podcast episodes into one comprehensive breakdown, covering ownership, trainers, pedigrees, race records, prep performances, and current positioning for every contender. The discussion reflects the perspectives of JK, PTF, and their guests across each episode, while combining all available information into a single, complete preview of the 2026 Kentucky Derby.Follow along with the Monster Podcast series for full Kentucky Derby coverage, including deep dives on every runner in the field, trainer insights, and continued updates as the Run for the Roses approaches at Churchill Downs.
The 2026 Kentucky Derby is finally here! Chris “The Bear” Fallica, Sammy Panayotovich are joined by Maggie Wolfendale to break down their best bets, long shots, and bold predictions for The Derby.The trio talks about whether Renegade is the favorite we think, is The Puma a serious contender, worried about Commandment & Emerging Market and so much more.Everything you need to know about the 152nd Kentucky Derby and more including whether Renegade can be the first horse out of the No. 1 position. Get all your bets dialed in for the Run for the Roses.Chapters:0:00 Intro0:35 Maggie Wolfendale Joins The Show1:00 Renegade Gets the No.1 Position4:30 Is The Puma A Serious Contender?7:30 Is Emerging Market A Contender?9:00 Betting On The Overseas Horses12:00 Worried About Chief Wallabee?14:00 Thoughts On Further Ado?18:00 Commandment Safest Bet To Hit The Board?20:50 Best Longshot22:00 Kentucky Oaks Bets25:00 Best Bets32:00 Texas Tech News35:15 Outro Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get ready for the ultimate 2026 Kentucky Derby Monster Podcast, where JK (Jonathon Kinchen) and PTF (Peter Thomas Fornatale) bring together every standalone breakdown into one complete guide to the Run for the Roses. This master episode covers the full field heading into Churchill Downs, featuring detailed discussions on every contender expected to compete on Saturday, May 2, with post time scheduled for 6:57 p.m. and the post-position draw set for April 25.This episode includes full coverage of the leading contenders on the Kentucky Derby leaderboard, including Renegade, the Arkansas Derby winner trained by Todd Pletcher; Albus and Incredibolt from the Riley Mott barn; Intrepido for trainer Jeff Mullins; and Litmus Test representing Bob Baffert. The discussion also includes Right to Party trained by Kenny McPeek, along with Commandment, Further Ado, and Fulleffort from the Brad Cox stable, each arriving with different prep paths and race records.International contenders are also featured, including Danon Bourbon from Japan and Wonder Dean (JPN), along with Dubai-based runner Six Speed. The field continues with So Happy from Mark Glatt's barn, The Puma trained by Gustavo Delgado, and Chief Wallabee from trainer Bill Mott. Additional contenders include Silent Tactic for Mark Casse, Potente from the Bob Baffert barn, Emerging Market trained by Chad Brown, Pavlovian from Doug O'Neill, and Golden Tempo from Cherie DeVaux.The episode also covers horses on the extended leaderboard and those working toward entry into the field, including Great White, Ocelli, Robusta, and Corona de Oro, providing a complete picture of the 2026 Kentucky Derby landscape as it continues to evolve leading into race week.Each horse discussed in this episode has earned a place on the Kentucky Derby trail through a series of prep races that began in the fall of their two-year-old season and continued through major graded stakes races in early 2026. The leaderboard reflects those results, with qualifying points determining entry into the 20-horse field at Churchill Downs.This master video brings together all individual Monster Podcast episodes into one comprehensive breakdown, covering ownership, trainers, pedigrees, race records, prep performances, and current positioning for every contender. The discussion reflects the perspectives of JK, PTF, and their guests across each episode, while combining all available information into a single, complete preview of the 2026 Kentucky Derby.Follow along with the Monster Podcast series for full Kentucky Derby coverage, including deep dives on every runner in the field, trainer insights, and continued updates as the Run for the Roses approaches at Churchill Downs.
Andrew Van Sickle speaks to Charles Jillings, co-fund manager of Utilico Emerging Markets Trust, about the outlook for emerging economies, the challenges posed by the latest oil shock, and long-term investment opportunities in infrastructure and utilities.
Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, joins Tellimer Founder and CEO Duncan Wales to examine why investors in emerging markets remain invested through successive waves of global volatility. Drawing on Alaa's more than two decades with the BNP Paribas Group, the conversation examines how improved asset class fundamentals, stronger central bank credibility and diversified financing channels have kept spreads contained and sustained investor confidence. They explore the divergence between emerging market and developed market monetary cycles, with EM central banks demonstrating an unprecedented willingness to ease independently of the Fed. The episode also covers the structural case for local currency over hard currency, the outlook for de-dollarisation, idiosyncratic opportunities from Brazil and Colombia to Egypt, and how EM policymakers are better positioned to deploy fiscal tools ahead of monetary ones in navigating inflationary pressures.The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. Check out the full Tellimer offering here. The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.DISCLAIMERThis podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Technologies Limited does not offer or provide advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.For more information, please visit Tellimer.com.
Investi con Fineco https://finecobank.sjv.io/LKoB9a, 60 trade gratis nei primi sei mesi #adv Dopo anni di promesse mai mantenute, i mercati emergenti potrebbero tornare protagonisti nei portafogli degli investitori. In questo episodio di The Bull analizziamo se siamo davvero davanti a una nuova fase di crescita strutturale per economie come Cina, India, Brasile, Taiwan, Corea del Sud e altri Paesi emergenti. Parliamo di valutazioni, dollaro debole, demografia favorevole, tecnologia, tassi reali elevati, rischi geopolitici e opportunità di lungo periodo. Ha senso investire oggi nei mercati emergenti? Quanto inserirli in portafoglio? Meglio ETF globali, Emerging Markets classici o ex-China?
Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset allocation across capital markets.In this episode of The Bid, host Oscar Pulido sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at the BlackRock Investment Institute. Together, they explore why traditional portfolio construction frameworks may no longer be sufficient and how investors are adapting to a world of greater uncertainty, dispersion, and structural change. Vivek explains how megaforces such as AI investing and geopolitical fragmentation are creating unprecedented outcomes across markets, making static asset allocation less effective. He outlines why portfolio construction must become more dynamic and granular, with a deeper focus on underlying risk exposures rather than broad asset class buckets. The conversation also examines the growing importance of private markets, active strategies, and scenario analysis in navigating today's environment.Timestamps00:00 Introduction01:56 What's driving the shift in portfolio construction03:24 Megaforces: AI and geopolitics06:15 Rethinking traditional asset allocation09:27 Diversification in a new regime12:10 Total Portfolio Approach: Private markets and active strategies14:28 Scenario analysis and future outcomes17:48 Risks and maintaining structure19:00 Key takeawaysSources: Rethinking portfolio construction during transformation, BII February 2026portfolio construction, capital markets, AI investing, megaforces, asset allocation, private markets, stock market trends, investing strategy, diversificationThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Timestamp for Sport of Kings Episode 358, sponsored by AmWager. Host Christopher Larmey is joined by a special guest, Craig Milkowski, developer of the speed and pace figures used in TimeformUS past performances, for a preview of the 2026 Kentucky Derby. 2 – Introduction 9 – CD Derby Day Wagering Menu 16 – Derby Pace analysis 42 - The Florida Derby horses: Commandment, The Puma, Chief Wallabee 51 - The Arkansas Derby horses: Renegade, Silent Tactic 58 – Blue Grass horses: Further Ado 1:12 - The Santa Anita Derby horses: So Happy, Potente, Intrepido 1:23 - The Jeff Ruby horses: Full Effort 1:25 - The La Derby horses: Emerging Market, Pavlovian, Golden Tempo, Chip Honcho 1:32 - The Virginia Derby & Wood Memorial horses: Incredibolt, Albus, Right to Party 1:38 - The foreign horses: Danon Bourbon, Wonder Dean, Six Speed 1:49 – Bottom line: Best key horses, value plays, and longshots underneath 1:54 – Questions from listeners
Derrick Irwin says emerging markets are regaining leadership as tech broadens beyond the U.S., led by South Korean semiconductors like Samsung (SSNLF). He highlights China A.I. plays including Alibaba (BABA) and Tencent (TCEHY), along with longer‑term opportunities in Brazil energy and MTN Group (MTNOY).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 this episode of Disruption/Interruption, host KJ sits down with Suvankar Mishra and Stefan Jacob, co-founders of FLO FUND, a fintech platform on a mission to close the $170 billion financing gap facing smallholder farmers in the Global South. The conversation unpacks why traditional banks have failed these farmers, how value chain financing is changing the game, and why the food on your table in Europe or North America is directly tied to whether a farmer in Kenya or India can access a simple loan. With deep field experience across Asia, Africa, and India, Suvankar and Stefan explain how FLO FUND uses real-time agricultural data and digital infrastructure to provide crop-linked, insured lending and why this is not a charity case, but a sound investment in the global food system. Four Key Takeaways: The Financing Gap Is Massive, and Personal (3:40) There are over 500 million smallholder farmers feeding one-third to one-half of the world's population, yet they can't access basic credit. FLO FUND is targeting a $170 billion annual financing shortfall that banks won't touch. Value Chain Financing Is the Real Solution (18:27) Increasingly, farmers aren't getting loans from banks — they're getting them from processors, co-ops, and agribusiness actors in their own value chains. FLO FUND plugs into these existing relationships to inject liquidity at multiple points in the chain, not just at the farm gate. Technology Has Evolved Enough to Make This Work (30:12) Earlier fintech attempts in this space failed because they used alternative data (like mobile recharge behavior) to justify predatory interest rates. FLO FUND leverages mature digital agricultural infrastructure — soil sensors, real-time crop data, and established digital ecosystems — to structure fair, insured, asset-backed lending. Your Food Security Depends on These Farmers (35:31) 90% of macadamia nuts consumed in Europe come from Kenya. 60–70% of global cocoa comes from West Africa. Climate change is accelerating risk in these supply chains. If the Global North doesn't invest in smallholder farmer access to finance, it will pay the price in food scarcity, rising prices, and healthcare costs. Quote of the Show (47:59):"We're not here to provide financing on the basis of default behavior. We're here to provide financing based on integrity."— Suvankar Mishra, co-founder of FLO FUND Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Suvankar Mishra and Stefan Jacob: Suvankar’s LinkedIn: http://www.linkedin.com/in/suvankarmishraStefan’s LinkedIn: https://www.linkedin.com/in/stefanjacob/Company Website: https://www.theflo.uk/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.
Charlie Dutton, CFA, Head of Emerging Market Equities at Manulife Investment Management, discusses his investment process and how the macro environment is shaping opportunities. He also weighs in on portfolio construction including geographical and sector preferences.
Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a single company is behind the scent of your shampoo, the taste of your burger, and the smell of your laundry, you start to realize just how much of daily life runs through a company most people have never heard of. I am joined by Jeremie Fastnacht, a fund manager at Banque de Luxembourg Investments based in Luxembourg. We get into what makes Givaudan, Givaudan, starting with its founding in 1895 Zurich and how it quietly became the dominant player in a market most investors overlook. We cover the structure of the flavor and fragrance industry, why switching costs are so remarkably high despite this being a tiny fraction of any client's costs, how the company operates more like a royalty business than a manufacturer, and what the risks look like now that a new management team has taken the helm. Please enjoy this breakdown of Givaudan. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- This episode is brought to you by Portrait Analytics - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at portraitresearch.com ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps (00:00:00) Welcome to Business Breakdowns (00:02:35) Episode Intro: Givaudan (00:03:25) How Flavors and Fragrances Shape Daily Life (00:05:28) Scent and Taste as Purchasing Drivers (00:07:57) Givaudan's Corporate History (00:10:26) Creating Flavors and Fragrances (00:13:57) The Royalty Model of Revenue (00:16:27) Why There's No Incentive to Switch Supplier (00:18:43) Market Size & Major Competitors (00:22:48) Trends Driving Growth in Emerging Markets (00:24:59) How Givaudan Became the Industry Leader (00:28:46) Margins and Customers in Each Business Unit (00:30:51) Givaudan's Financial Profile (00:35:16) Capital Allocation & Valuing Givaudan (00:37:58) CEO Succession & Other Major Risks (00:40:38) Lessons from Studying Givaudan
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy's 1st Quarter of 2026.
In The Money Media is back with a fantasy draft of the 2026 Kentucky Derby runners! Join host PTF alongside broadcaster Michelle Yu, Churchill Downs oddsmaker Nick Tammaro and Fox Sports Chris Fallica as they circle round robin through the field to pick their top choices for the 2026 Kentucky Derby. The field is pretty much set for the First Saturday in May with some noteworthy defections thus far being Breeders' Cup Juvenile winner Ted Noffey and Risen Star Stakes winner Paladin. Trainer Brad Cox has the top two runners on the leaderboard with Florida Derby winner Commandment, giving Cox a repeat win in the Florida Derby after his runner Tappan Street bested eventual 2025 Kentucky Derby winner Sovereignty, and Blue Grass Stakes winner Further Ado. Todd Pletcher eyes another win in the Run for the Roses, and a first for business magnate Mike Repole, with Arkansas Derby winner Renegade. A rare runner not from Bob Baffert emerged as victor of the Santa Anita Derby with Mark Glatt's pupil So Happy fronting the California charge while the precocious Louisiana Derby winner Emerging Market currently sits eighth on the leaderboard, with the Kentucky Derby likely to be just the third start in his career. Other runners currently slated for the Kentucky Derby include: Jeff Ruby Steaks winner Fulleffort Florida Derby runner-up The Puma Southwest Stakes champ Silent Tactic Wood Memorial winner Albus Santa Anita Derby runner-up Potente (trained by one Mr. Bob Baffert) Louisiana Derby runner-up Pavlovian, Wood Memorial runner-up Right To Party (conditioned by Ken McPeek, trainer of 2024 Kentucky Derby winner Mystik Dan) Virginia Derby winner Incredibolt Lecomte Stakes winner Golden Tempo Blue Grass Stakes runner-up Ottinho Jeff Ruby Steaks runner-up Stark Contrast Gotham Stakes winner Iron Honor and Florida Derby third-place finisher Chief Wallabee, trained by last year's winning Kentucky Derby trainer Bill Mott. Not to mention the foreign invaders to this year's Kentucky Derby, which currently includes Danon Bourbon from Japan, UAE Derby winner Wonder Dean and UAE 2000 Guineas winner Six Speed.
In this episode, James talks with Bill Francis, Vice President of Emerging Markets at New Energy Equity — a distributed solar developer that has spent over a decade building community solar programs across the country.Bill joined NEE at the end of 2025 after seven years at Engie, arriving right as the traditional community solar model is showing real strain. Programs are saturating. Development capital is tighter. The ITC safe harbor clock is ticking. His mandate: figure out what comes next — and build it. The case he makes in this episode is that the fundamentals for distributed energy are actually stronger than ever. The branding and program structure just need to change.Why community solar programs are hitting a wall — and the structures (feed-in tariffs, co-op PPAs, VPP tariffs) that could replace themThe ITC safe harbor cliff at end of 2027: why developers need a three-dimensional strategy on equipment timelines, permitting, and safe harbor right nowThe distributed storage opportunity: why half an acre beats 80 acres — and why electric co-ops are among the most motivated customers for standalone batteriesNEE's development DNA: why being judicious about when and how you de-risk assets matters more than ever when development capital is scarceA must-listen for distributed solar and storage developers thinking through market selection, capital discipline, and what the post-community solar era actually looks like.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?
In this episode, Warren Ingram and Pieter de Villiers cover how to balance local and offshore exposure in tax-free investment accounts, the differences between global indices like MSCI World and MSCI ACWI, and strategies for long-term diversified investing.Chapters00:00 Introduction and Purpose of the Show00:29 Audience Engagement and Future Plans01:24 Voice Note 1: Local vs Offshore Exposure in TFSA02:49 Principles of Portfolio Construction and Simplicity04:08 Long-Term Focus and Asset Allocation in Tax-Free Accounts07:28 Tax Implications of Cash and Bond Holdings in TFSA07:57 Index Funds and Passive Investing Strategies08:31 Voice Note 2: MSCI World vs MSCI ACWI - Which to Choose?09:35 When to Switch Funds and Diversification Principles12:46 Understanding Global Equity Indices and Market Exposure14:34 Differences Between MSCI World and MSCI ACWI15:51 Balancing Developed and Emerging Markets in Portfolio16:31 Closing Remarks and Audience EngagementLearn more about how Curate Investments can help you here.Send us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
The S&P 493 is gaining attention as investors look beyond the Magnificent Seven and reassess where growth and diversification may come from in today's equity markets. With market concentration at historic highs, a handful of mega cap companies have driven much of the S&P 500's returns, raising questions about what lies beneath the surface.In this episode of The Bid, host Oscar Pulido speaks with Ibrahim Kanan, Head of the U.S. Core Equity Team within BlackRock's Fundamental Equities Group, about the growing relevance of the S&P 493 — the broader set of companies outside the largest names. They explore how market concentration has evolved, why a $200 billion company represents only a small fraction of the index, and what that means for portfolio exposure.The conversation highlights how earnings growth is beginning to broaden beyond mega cap stocks, supported in part by the expanding impact of AI investment across sectors. From industrials and healthcare to consumer and financials, companies are both benefiting from AI infrastructure spending and adopting AI to improve operations. As dispersion across companies increases, the discussion also examines how active investing, differentiation, and stock selection may play a larger role in navigating today's equity market.Key moments in this episode:00:00 Introduction01:24 How Unprecedented Is 40% market Concentration of Magnificent Seven?03:35 What the S&P 493 represents05:28 Best of the Rest Signals07:21 Earnings Growth and Convergence Explained08:04 AI CapEx Spreads Beyond Nvidia10:31 AI as a Competitive Edge13:14 Where Opportunities Show Up14:35 Beyond AI and Idiosyncratic Picks15:44 Diversification Mirage and Active Risk18:04 Investor Mindset in Volatile Markets19:56 Wrap UpCheck out this episode with Carrie King on her stock picks for 2026: https://open.spotify.com/episode/69Ndp7lM8wRRccLh7EfyPg
AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios.In this episode of The Bid, host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together. They explore how the rise of artificial intelligence is driving a new wave of capital investment, influencing real interest rates, and increasing debt issuance as companies finance AI infrastructure through bond markets.The conversation also examines how AI and bond markets intersect at the investment level. Rosenberg explains how advances in machine learning and generative AI are enhancing systematic investing, improving tools like sentiment analysis, and enabling deeper insights across thousands of issuers, central banks, and global markets.Finally, they discuss how modernization in fixed income — including electronic trading and the growth of bond ETFs — is transforming liquidity and price discovery. Together, these shifts are creating new opportunities and challenges for investors navigating a more complex and data-driven bond market.Key insights in this episode:00:00 Introduction to AI and Bonds02:20 From GFC to Post COVID - How bond markets have changed over time03:31 Bonds Beyond Ballast05:20 Inflation, rates, and diversification challenges06:53 Debt issuance and AI financing trends08:42 Generative AI Toolkit - using AI in fixed income investing10:14 ETFs and Price Discovery12:33 Systematic Investing and Data-Driven Strategies at Scale14:43 The Future of Bond Markets and AI and Technology17:04 Wrap Up and DisclosuresSources: Stock-Bond Diversification Offers Less Protection From Market Selloffs, IMF article, February 2026; “On Secular Stagnation in the Industrialized World”, Paper released by Harvard and Bank of England, 2019; “Financing the AI boom: from cash flows to debt”, BIS Bulletin paper, January 2026; ‘AI is eating software' and it is redefining supply chain decision-making as a result”, Supply Chain Management Review article, 2026; How AI is transforming Investing”, BlackRock 2026; The economic potential of generative AI: The next productivity frontier”, McKinsey 2026; “40 years of innovation in pursuit of alpha”, BlackRock, 2025; “Key Trends in Credit Markets for 2025” Barclays 2025AI and bond markets, fixed income investing, AI investing, bond market trends, systematic investing, capital markets, interest rates, bond ETFsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Goldman Sachs Research's Kamakshya Trivedi analyzes the market's reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid shares and has never raised outside capital. William talks about what owning 100% of his company allows him to do that other venture-backed founder cannot and the personal risk he took to do so. He shares how Silicon Valley's consensus culture produces consensus founders, and why becoming a founder has become too safe. He believes the best builders are specialists and explains with unusual clarity what it takes to become the best in the world at one specific thing. William also spends a lot of time in emerging markets which has given him a unique perspective of the power of the US dollar. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- 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. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest. ----- WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit WorkOS.com to transform your application into an enterprise-ready solution in minutes, not months. ----- Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- 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. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: William Hockey (00:03:49) Column: A Software Company That Owns a Bank (00:06:46) Finding Ideas in Emerging Markets (00:11:58) Why Constrained Societies Are More Innovative (00:16:02) What's Wrong With Silicon Valley (00:19:28) Building a Business Without Raising Money (00:22:48) What Venture-Backed Companies Can't Do (00:28:39) Getting Margin Called (00:31:41) Starting Companies Has Become Too Safe (00:34:23) Why Employees Take More Risks Than Founders (00:37:09) A Maniacal Commitment to Research (00:39:09) Finding Boring Problems to Solve (00:41:45) Why Building a Second Company is Easier (00:42:36) Missionary vs. Mercenary (00:45:49) Funding a Company with Cash Flows (00:50:04) Perspective on the Venture Ecosystem (00:52:48) The Dominance of the US Dollar (00:58:37) The Future of Financial Services (01:02:06) Why Big, Inefficient Brands Win From AI (01:06:29) The Opportunity for Non-Consensus Founders (01:08:03) The Kindest Thing
India's stocks have dropped to almost one-year lows while other emerging markets face similar pressures as Middle East conflict sends investors fleeing to developed market safety. This capital flight pattern is creating both significant risks for EM-heavy portfolios and potential buying opportunities for patient investors.Today's Stocks & Topics: Dow Inc. (DOW), Market Wrap, Arch Capital Group Ltd. (ACGL), Emerging Market Exodus: When Global Tensions Trigger Capital Flight, Trailing Stop-Loss, General Mills, Inc. (GIS), Canadian Natural Resources Limited (CNQ), Fertilizer Stocks, KBR, Inc. (KBR), Oil supply.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
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