Podcasts about emerging markets

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today's bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025Key moments in this episode:00:00 Introduction01:28 Rick Rieder's High Level Insights on Fixed Income Landscape02:04 Economic Forces and Investment Strategies02:56 Global Fixed Income: Opportunities and Risks06:51 Dynamic Asset Allocation and Portfolio Management12:12 Currency Views and Market Predictions13:49 Conclusion: Staying in the Game16:16 Outro and Next Episode on InfrastructureFixed income investing, Capital markets, Megaforces, Stock market trends, BlackRockThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is 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 go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Find us at www.crisisinvesting.com In this episode, Doug discusses the shocking news of Charlie Kirk's assassination, the suspect's arrest, and the potential implications for U.S. politics. Doug also dives into an in-depth analysis of Trump's economic policies, comparing them to mercantilism and economic fascism, and explores their potential impact on the American economy. Lastly, Doug answers listener questions on buying small businesses, Argentina's economic outlook post-Miley elections, and his long-held dream of opening a 'Rick's Cafe Americaine'. 00:00 Introduction and Breaking News 00:14 Who Was Charlie Kirk? 02:57 Details of the Assassination 04:30 Speculations and Conspiracies 06:09 Potential Political Impact 12:05 Trump's Mercantilism Strategy 13:50 Economic Fascism Explained 24:53 The Role of Tariffs in Economic Strategy 27:50 Trump's Economic and Foreign Policies 30:01 Impact of Economic Policies on Standard of Living 32:39 Advice on Small Business Ventures 37:00 Argentina's Political and Economic Landscape 41:26 Opportunities in Emerging Markets 48:30 Concluding Thoughts and Farewell

Jonny Goulden, Anezka Christovova and Nora Szentivanyi discuss the latest market developments and their impacts for the EM fixed income asset class.   This podcast was recorded on 11 September 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5072575-0 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.

Dean Foreman, Chief Economist, Texas Oil & Gas Association joined Grayson Brulte on The Road to Autonomy podcast to discuss how record-breaking global energy demand and Texas's energy dominance are reshaping markets amid the AI revolution and shifting geopolitical dynamics. With the Energy Information Administration (EIA) projecting consecutive oil demand records of 103.7 million barrels per day in 2025 and 104.9 million barrels per day in 2026, Texas has emerged as the undisputed energy powerhouse, now producing 42% of US oil and 30% of US natural gas while generating $27.3 billion in state tax revenue and supporting over 1.3 million jobs.The Permian Basin continues to demonstrate remarkable productivity gains, delivering 20% more output using 40% fewer rigs compared to 2018-2019 levels through advanced data analytics and re-fracking technologies. This efficiency revolution has enabled Texas to account for 80% of US oil growth year-to-date while natural gas demand reaches record highs of 148.7 trillion cubic feet globally. Despite economic headwinds including record $18.4 trillion household debt and softening labor indicators, energy markets continue to show resilience with diesel demand up 4% and jet fuel climbing 5% year-over-year, reflecting continued industrial activity and travel recovery.Natural gas is rapidly becoming the critical infrastructure powering AI data centers and the digital economy, with hyperscalers increasingly turning to co-located natural gas generation for reliable 24/7 electricity. As geopolitical tensions create new energy partnerships between Russia and China through proposed pipelines capable of 5 billion cubic feet per day, and Europe relies on up to 75% of Texas LNG exports during peak periods, traditional energy resources prove foundational not just to current economic prosperity but to the future of automation, artificial intelligence, and global technological advancement.Episode Chapters0:00 Weakening U.S. Dollar & Interest Rates2:21 Growing Household Debt4:20 Emerging Markets & Supply Chains5:27 Growing Natural Gas Demand12:49 Growing Global Oil Demand16:51 Potential Weakening U.S. Economy18:33 Global Oil Supply21:27 China24:49 Europe29:55 Permian Basin 32:58 ADS Business Conditions Index34:33 Tech's Impact on Oil & Natural Gas Industry36:03 Texas Oil & Natural Gas Industry's Economic Impact 37:52 Next QuarterRecorded on Thursday, September 4, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, my guest is Timothy Rann, Managing Partner of Mercy Corps Ventures. He leads what is likely the only venture capital fund in the world to have emerged from within a humanitarian NGO. When the fund was first created, Mercy Corps itself was a $600 million-a-year organization working in more than 40 conflict and climate-stressed countries.After years of building businesses in fragile markets such as Cambodia, Vietnam, and Afghanistan, he and his wife moved to Jakarta, where he was recruited to help launch what became Mercy Corps Ventures. The original idea was to create “the equivalent of Google X inside a nonprofit.”But that venture-building model proved too expensive. Tim and his team pivoted and convinced the board to let them invest directly in startups serving the Global South.From those beginnings, Mercy Corps Ventures has scaled into a family of four funds with more than 60 portfolio companies across Africa, Latin America, and Asia.Their first fund was evergreen, seeded by family offices and corporates, later joined by institutions like USAID and Proparco. It's already produced a unicorn and multiple exits.The second fund, now aiming for $50 million, focuses on climate adaptation and resilience.The third fund is the Venture Lab. It puts small grants behind frontier ideas – everything from anticipatory cash transfers to glacier restoration.And the fourth is a Web3 fund. Its purpose is simple: to test whether decentralized finance can lower costs and expand access in emerging markets. Mercy Corps Ventures has what they call a resilient future thesis. The idea is to back startups that help communities in emerging markets adapt to climate change and recover faster from shocks.Their thesis is built around three verticals:adaptive agriculture and food systemsinclusive fintechclimate-smart technologiesInstead of waiting years for perfect research to act on, they put capital to work now. They test what works and learn along the way. As Tim puts it, “We need to take as much impact risk as commercial risk within the realm”.It's this willingness to test, fail, and adapt that's helped MCV move from an experiment inside a nonprofit to one of the most innovative impact investors in the Global South today.In this interview, Tim talks about what it takes to back founders in fragile markets, why impact investing sometimes means taking risks no one else will, and why boring products like factoring can unlock climate resilience.Tune in to hear more about his remarkable journey.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:

Emerging markets have had a stellar year so far. Axel Christensen, BlackRock Chief Investment Strategist for Latin America, shares the three key drivers we see powering returns and unpacks why selectivity across countries and sectors is key. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0925U/M-4802520

The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.Oscar Pulido welcomes Tony Kim, head of the BlackRock Fundamental Equities Global Technology Team, and Michael Gates, lead portfolio manager of BlackRock's target allocation models. Fresh from their interactions with technology leaders in San Francisco and Silicon Valley, Tony and Michael share their insights on the rapid advancements in AI, the efficiencies it brings to the economy, and the promising investment opportunities it unveils across various sectors.Key moments from this episode:00:00 Introducing AI's Unprecedented Investment Surge03:03 The Three Layers of AI Investment Opportunity08:21 AI's Impact on Labor and Services10:34 Exponential Growth and Humanoid Robots14:41 Quantum Computing and Cybersecurity18:48 Considering The Societal Impact and Future Outlook

Jose Manuel Silva, who is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago.  He has worked in finance for most of his career.  Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management. Before moving to the opportunity set in Latin American markets today, we trace the evolution of the Chilean market as a backdrop to Jose Manuel's career, and note the growth (from scratch) of an institutional investment landscape, a disciplined fiscal framework and an maturing trade network. We dive then into the current economic outlook for the region, noting the improved monetization of natural resources and the diversification of trading partners, diluting reliance on single trading partners and impact from the current tariff regime. Touching on other topics we discuss the maturing of the institutional investor landscape, the stock market picks in the region. Why we made this? Latin America is a diverse collection of countries each with their own distinct dynamics and risks, and is often bucketed with other Emerging Markets. We wanted to speak to embedded experts to reveal distinct aspects of these markets that may challenge the conventional wisdom.  Why we think you will find it interesting? Jose Manuel Silva has in-depth on-the-ground experience in Latin American financial markets and knowledge spanning their evolution and outlook. He notes dynamics that we often overlook as external onlookers, and his insights can help to enrich our perspectives on the region. 

Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors deconstructs the S&P 500's 21st record close for the year and why there's been a bifurcation in the performance of tech stocks in the past month; freshly released lower-than-expected ADP private payroll numbers and expectations for August nonfarm payrolls; and why investors should bet on emerging markets and precious metals. Produced/Presented: Emaad Akhtar See omnystudio.com/listener for privacy information.

In this episode of The Property Profits Podcast with Dave Dubeau, Dave sits down with real estate developer and software founder Stash Geleszinski, who shares his journey from brokerage to acquisitions, and how he's rolling up his sleeves in emerging neighborhoods. Stash explains how he transformed a historic 1880s shell of a building into six modern apartments in Cincinnati's Camp Washington area. He breaks down the lessons he's learned from top developers, why “sexy bathrooms” actually matter, and how providing clean, safe, and well-managed housing pays off in strong rents and tenant demand. The conversation also dives into his role with Venture Real Estate Company, where he's spearheading acquisitions and leveraging relationships to source deals. Plus, Stash reveals how his innovative software platform, Needle, uses data and analytics to predict real estate transactions with up to 80% accuracy — helping both acquisitions teams and brokers stay ahead of the market.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Despite global trade uncertainties, emerging markets are gaining attention and sparking investor interest. Alexis Freyeisen, Senior Client Portfolio Manager, discusses the key factors driving these opportunities, from the transformative impact of technology to the importance of timing in this dynamic landscape. ©2025 Macquarie Group Limited [4783426]Relevant disclaimers and other information can be found here.

De MSCI Emerging Markets Index zit al meer dan een half jaar in de lift. Het is dan ook een ontwikkeling waar beide experts in deze aflevering van BeursTalk op aanslaan. Marc Langeveld van het Antaurus AI Tech Fund legt uit: "De dollar daalt in waarde, niet alleen ten opzichte van de euro, maar wordt ook goedkoper voor opkomende landen. Dat houdt de inflatie daar onder controle." Marc kijkt dan ook met interesse naar techbedrijven in Azië, maar ook in Latijns-Amerika. Koen Bender van Mercurius Vermogensbeheer is eveneens positief, ook vanuit het oogpunt van risicospreiding. "Wij hebben altijd al Emerging Markets in portefeuille gehad voor onze klanten. Dat hoort thuis in een goed gespreide portfolio. Je compenseert er ook de pijn van de zwakke dollar enigszins mee." Wat betreft het sentiment zijn beide experts voorzichtig. Naast de prestaties van bedrijven moet je tegenwoordig de geopolitieke ontwikkelingen ook goed in de gaten houden, het wordt complexer. Dat maakt het dan ook lastig, vinden Marc en Koen, om in dit klimaat harde uitspraken te doen over de ontwikkeling op de beurzen. Verder bespreken we in de podcast onder andere de cijfers van CVC Capital en Saleforce en de aanstaande beursgang van fintechbedrijf Klarna. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tips. Marc kiest een Amerikaans techbedrijf, Koen tipt een Japans concern. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de ontwikkelingen op de energiemarkt en wat dat betekent voor beleggers in ETF's. Aan de ene kant moeten we omschakelen, tegelijkertijd zien we de vraag naar olie en gas nog steeds toenemen. VanEck heeft geen ETF die direct in oliemaatschappijen investeert, maar toch kun je bij VanEck terecht als op de toenemende vraag wilt inspelen. De VanEck Oil Services ETF belegt, de naam zegt het al, bedrijven die diensten verlenen aan de oliesector. Bij een toenemende vraag naar olie, profiteren die bedrijven er ook van. Uiteraard zullen de fossiele bronnen over een aantal decennia uitgeput raken. Vandaar de aandacht, ook van beleggers, voor alternatieve energiebronnen. Martijn legt uit dat VanEck ook voor die transitie klaar is. Zo kun je nu al beleggen in de VanEck Hydrogen Economy ETF en de VanEck Uranium and Nuclear Technologies ETF. Martijn vertelt je de ins en outs van beide producten. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

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 ++++++++

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.

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

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

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

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

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

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

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

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.