Podcasts about emerging markets

In this episode of the RABCAST series, we are honoured to host Vy Tran, President - Siemens Healthineers Asia Pacific Japan. Vy shares her journey from political science to 25+ years in medical technology, and discusses leading healthcare across Asia Pacific, adapting to different markets, improving access to care, and using AI to support workforce shortages. She also highlights advances including photon-counting CT and low-helium MRI.SummaryIn this episode, Vy Tran joins RAB Co-Founder A/Prof Suresh de Silva to discuss leading one of the world's most diverse healthcare regions.Vy shares how Siemens Healthineers adapts its portfolio and service models across markets as different as Australia, Vietnam and India — and why trust, not just technology, is the real differentiator.She reflects on the company's Access to Care and Emerging Markets programs, including capacity building and workforce development, and explains how AI is being used as an enabler to address ongoing radiologist and technologist shortages across the region.Vy also highlights the innovations exciting her most right now — photon-counting CT and low-helium MRI — and shares her personal vision for healthcare equity across Asia Pacific.TakeawaysHealthcare Equity Vision Siemens Healthineers is formalising its commitment to universal access through dedicated reporting structures, KPIs, and an Emerging Markets group focused on sustainable capacity building.AI as an Enabler AI is positioned as a tool to address workforce shortages and streamline diagnostic workflows in under-resourced settings — not as a replacement for clinicians.Innovation Highlights Two standout advances: photon-counting CT (dramatically lower radiation exposure) and low-helium dry MRI technology.Adapting to Diverse Markets A one-size-fits-all approach doesn't work in Asia Pacific. Customer voice, price sensitivity, and local regulations all shape product development and service delivery.Partnership is Essential Expanding diagnostic access in emerging markets requires collaboration. Siemens Healthineers' decade-long partnership with Radiology Across Borders shows how corporate–charity partnerships can create real impact.Leadership Advice (from Vy) Three pieces of advice for aspiring female leaders:Whether you're a radiologist, medical imaging professional, healthcare executive, or someone passionate about health equity in the Asia Pacific, this episode offers a rare and candid look at how innovation, access, and leadership intersect — while also giving you a chance to get to know the person behind the leadership, Vy Tran.

How can private capital turn sustainability challenges into investment opportunities in emerging markets?Monique Mathys-Graaff, Interim Chief Markets Officer at the PRI, is joined by Lisa Genasci, Managing Director, Sustainable Finance, at ADM Capital, and Vishal Bhavsar, Senior VP & Head ESG at Multiples Alternate Asset Management. Lisa and Vishal are practitioners behind two initiatives shortlisted for the PRI Awards: ADM Capital's  'Project Banyan', shortlisted for Recognition for action: nature, and Multiples Alternate Asset Management's 'The Suraksha Operating Model', shortlisted for Recognition for action: human rights. Drawing on their work in private credit and private equity, they discuss how environmental and social considerations can move beyond frameworks to become part of everyday investment decision-making.From financing the often-overlooked SMEs at the heart of Asian agricultural supply chains to embedding human rights and worker safety into portfolio companies, Lisa and Vishal share practical examples of identifying material risks others may miss. They explore how due diligence, investment agreements, loan documents, active engagement and technical assistance can be used to manage risk, strengthen businesses and support long-term value creation. Detailed coverage:Private capital as a driver of real-world changeLisa and Vishal reflect on their unconventional routes into investment and why they came to see finance as a powerful lever for influencing how businesses operate. From environmental challenges across Asia to workplace safety in India, both discuss translating sustainability issues into investment priorities. Finding opportunity in Asia's financing gapLisa explains how agricultural SMEs can sit at the centre of major supply chains while remaining underserved by mainstream finance. Private credit can provide the working and growth capital these businesses need while supporting improvements in traceability, land management, farmer resilience and environmental performance. When environmental risks become financial risksWater stress, biodiversity loss, land degradation and climate volatility can quickly affect yields, supply, procurement costs and ultimately repayment capacity. The discussion explores why looking beyond conventional financial analysis can reveal risks – and opportunities – that might otherwise be missed. Making human rights and worker safety an investment priorityVishal discusses the process of identifying human rights and safety risks across portfolio companies and their wider value chains. Rather than treating these issues as standalone policies, the focus has been on embedding them into business priorities, building internal capabilities and allocating the resources required to address them.Change takes time, buy-in and persistenceEmbedding responsible investment practices does not happen overnight. Vishal describes a three-to-four-year journey from initial conversations and internal buy-in to developing a framework that eventually expanded across upstream and downstream value chains. Embedding sustainability into investment termsThe conversation moves from identifying risk to operationalising it. Lisa explains how sustainability related due diligence, impact targets, action plans and landscape covenants can be incorporated directly into loan documentation, while Vishal outlines how human rights and safety commitments can become part of private equity investment agreements and portfolio action plans. From risk management to value creationResponsible investment can influence more than the individual company receiving capital. Lisa shares how active engagement and technical assistance can improve practices across supply chains, while both guests emphasise the importance of connecting material sustainability issues directly to business outcomes. Chapters:00:00 – Introduction: private capital in emerging markets01:59 – Lisa's journey from environmental issues to private credit04:29 – Vishal's journey: human rights and workplace safety07:47 – Finding opportunity in Asian agriculture and SMEs11:05 – When environmental risks become financial risks13:22 – Making human rights and worker safety a business priority16:20 – The journey from idea to implementation19:22 – Embedding sustainability into private credit23:09 – Integrating human rights into investment decisions25:33 – Lessons for the future of responsible investmentDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided "as is" with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

For most of 2026, Emerging Market assets held their ground against a wall of external headwinds — but September may mark the moment that resilience finally cracks. A surprise Fed hike, relentless UST repricing, and a USD trading near multi-year highs are draining the confidence that underpinned EM idiosyncratic trades across every region. In this episode, Luis Estrada, Dasha Parkhomenko, and Abbas Keshvani take stock of what is breaking down, what is holding, and how G10 developments are eroding EM resilience.Participants:Abbas Keshvani (Desk Strategy), Asia Macro StrategistDaria Parkhomenko (Desk Strategy), FX StrategistLuis Estrada (Desk Strategy), LATAM FX Strategist* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

Stephen Grootes speaks to Philip Saunders, Director of the Investment Institute at Ninety-One, about the shifting balance of global power and what it means for 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.

Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Liz Thomas discuss historic moves in U.S. Treasuries, with yields jumping 20 bps in two days, the 5-year above 5%, and the average Treasury yield above 5%, signaling a new inflationary regime and forcing investors to rethink allocations. Despite higher discount rates, stocks have held up due to a rotation back into mega-cap tech and AI-driven CapEx supporting GDP expectations, even as the bond market “story” looks ominous. Thomas outlines a “balance by extremes” approach—overweight AI/tech while holding 10-year Treasuries, gold, and commodities—and warns a prolonged war and $90+ oil could push the Fed into hikes that risk recession. They debate gold's outlook amid technical pressure and reduced central-bank buying, and review banks rolling over as a flatter curve squeezes net interest margins and weaker deal-flow expectations pressure investment banks. They also flag midterm-election volatility, with healthcare favored, and note Tony Robbins appeared on “The Important Part.” —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The biggest car-carrying ships on the planet. A chip-testing rig that weighs as much as a small elephant. Investment manager Alex Summers takes us inside some of emerging markets' least-watched growth companies to explain how his team sees what others have missed. “Often, the crowd is going to be right,” he acknowledges, but when it's not, long-termism, access to management and asking different questions are key to how his team determines investment opportunities. Background:Alex Summers is co-manager of our Emerging Markets Leading Companies Fund, an investment manager in our Emerging Markets Equity Team and a member of the International Growth Portfolio Construction Group.In this conversation, he tells Short Briefings… host Leo Kelion why one of his team's guiding principles is that before investing in a company, he and his colleagues must be able to articulate the critical uncertainty about a stock and why others may be wrong. “Often, you can observe something about a company, and it may be true,” he explains. “But if everybody else believes that, you're not going to create any additional outperformance by owning those companies.” Companies discussed include:Hyundai Glovis – the logistics company that's invested in a dozen ultra-sized ships and now sees an opportunity in transporting spent electric vehicle batteriesChroma ATE – the test-equipment company whose customised cabinets provide critical checks for NVIDIA and NasaSilergy – the mainland China-based semiconductor company specialising in power-management chipsReliance Industries – India's most valuable company and its heavy investment in solar panels, green hydrogen and battery storage systemsToss – the South Korean financial super-app that provides banking, payment and ecommerce services Resources:Baillie Gifford websiteEmerging Markets Leading Companies FundEmerging markets: from imitators to innovators (video)Emerging markets: the next engines of global growthShort Briefings on Long Term Thinking podcast archiveWhen consensus fails Companies mentioned include:·       Chroma ATE·       Hyundai Glovis·       Meituan·       NVIDIA·       PB Fintech·       Reliance Industries·       Samsung Electronics·       Silergy·       SK hynix·       Talabat·       Toss·       TSMCTimecodes (audio version):00:00 Introduction01:45  From Toronto to Edinburgh02:35 A lesser-covered class of companies03:35 Taking a five-to-10-year view04:15  Forming non-consensus views05:35 Hyundai Glovis and EV batteries07:10  Corporate governance reform in South Korea09:30 Getting access to senior leaders11:50   Chroma ATE's chip-testing equipment14:50  Building conviction in Silergy16:30  Declining to invest in Talabat18:20  Visiting Reliance Industries in Jamnagar20:45 Retaining sell discipline22:00 Toss and private companies24:15  Moving towards physical assets25:35 Podcasts and Substack picks  Glossary of terms (in order of mention):Magnificent Seven: A nickname for seven large US technology-related companies – Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla.Holding period: The length of time an investment is owned.Corporate governance: The systems and processes by which a company is directed and controlled, including board accountability and the treatment of shareholders.Minority shareholder: An investor who owns less than a controlling stake in a company and cannot direct it alone.Bottom-up investing: Assessing individual companies rather than starting with forecasts for economies, markets or sectors.Economies of scale: Advantages that arise as a company handles more volume, reducing the average cost of each unit.Profit margin: The proportion of revenue left as profit after costs have been deducted.Graphics processing unit (GPU): A chip designed to perform many calculations in parallel, originally for graphics but now also widely used in AI.Analog chip: A semiconductor that processes continuous real-world signals, such as sound, temperature or voltage.Flotation or initial public offering (IPO): The process by which a private company first offers shares to public investors and lists them on a stock exchange.Cash flow: The movement of money into and out of a business over time.Capital allocation: The decisions a company makes about how to use its money, such as investing in growth, making acquisitions, paying dividends or reducing debt.Business vertical: A distinct business area within a company, usually focused on a particular product, service or market.Overweight: Holding more of an investment, sector or theme than the index used for a comparison.Fintech: Technology-driven financial services, such as digital payments, lending or banking tools.Insurance brokerage: A business that helps customers compare and buy insurance, acting as an intermediary between them and insurers.Capital-light: Describes a business that needs relatively little investment in physical assets to operate and grow.

Stephen Grootes speaks to Philip Saunders, Director of the Investment Institute at Ninety One, about the shifting balance of global power and what it means for investors. Charles argues that the US is losing some of its economic and geopolitical influence as concerns over debt, the dollar and its military position grow, while China and other emerging markets gain ground. 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.

In dieser Ausgabe von AOM Shorts nehmen euch Florian Vette und Ole Schleth mit durch die wichtigsten Amazon-News der Woche, von einem neuen Vendor-Rabattprogramm über Amazons Same-Day-Offensive bis zu den KI-Ankündigungen vom Amazon Accelerate in Seattle. Die wichtigsten News im Überblick: - Reorder and Save: Wie Vendoren mit einem diskreten Rabatt genau die Shopper zurückholen, die ein Produkt nicht nachbestellt haben, ohne die eigene Preispositionierung zu gefährden. - Same-Day-Offensive: Warum investiert Amazon Milliarden in 1.000 neue Fulfillment-Standorte bis 2031, und was bedeutet das für schnelldrehende Kategorien wie Beauty, Heimtier und Frische? - Amazon Accelerate Recap: Welche AI-Updates aus Seattle solltet ihr kennen, vom Seller Assistant AI über das neue Selling Partner Plugin mit MCP-Anbindung an Claude bis zum Custom-Analytics-Hub? - Seller Central als Multichannel-Zentrale: Baut Amazon sich zur zentralen Steuerung für eBay, Shopify, TikTok Shop und Walmart aus, und was heißt das für eure Abhängigkeit vom Marktplatz? - DSA-Transparenzbericht: Wie entwickeln sich Amazons Nutzerzahlen in der EU, und warum liegt das eigentliche Wachstumspotenzial gerade in den Emerging Markets? - Advertising-Konsole: Endlich frei wählbare Zeiträume in den Berichtsübersichten, was das für eure Kampagnenauswertung ändert.

Solar has quietly become the single largest source of electricity in Europe, and in many emerging markets, clean energy is no longer a climate ambition but a matter of national energy security. In this episode of Sustainable Edge, Scatec CEO Terje Pilskog explains how renewables have moved beyond the ESG hype cycle into disciplined, profitable infrastructure, and why economics, not politics, is now driving the energy transition.In this episode of Sustainable EdgeRecorded live at the annual Pareto Energy conference in Oslo, host Joachim Nahem, Executive Chairman and Co-Founder at Position Green, sits down with Terje Pilskog, CEO of Scatec, which builds utility-scale solar, wind and storage in markets such as Ukraine, South Africa, Egypt, Brazil and the Philippines.Five years ago, renewable stocks rode an unprecedented valuation boom. Today, the hype has cooled, interest rates are higher, and developers have shifted their focus to profitability and sustainable cash flows. Terje shares how Scatec navigated that reset, from sharpening its focus on core markets and reducing corporate debt to lowering its cost of capital, and why he remains a climate optimist even as global political attention on climate has faded.Together, they explore why governments in emerging markets are choosing renewables without subsidies, whether recent Middle East conflicts mark a turning point for clean energy, what solar developers can learn from oil and gas majors, and how Scatec continues to operate in Ukraine amid ongoing attacks on energy infrastructure.Learn aboutFrom ESG hype to business fundamentals How Scatec responded to the post-2021 market reset by focusing on fewer markets, cutting debt and building a more resilient, profitable business.Why economics now drives the transition Why renewables no longer need subsidies, and how a single solar and battery project in Egypt saves the country hundreds of millions of dollars a year compared to LNG-fired power.Energy security as a strategic priority Why the war in Ukraine and the Iran crisis are stark reminders that dependence on imported fuel is a structural risk, and why more energy crises are likely ahead.The hidden cost of fossil fuel subsidies How subsidised electricity tariffs burden state budgets across Africa, and how renewables could free up resources for health and education.Managing risk in challenging markets How long-term power purchase agreements and sovereign guarantees protect revenues in high-risk countries.Lessons from oil and gas, and lessons back What renewable developers have borrowed from the oil majors on execution and risk assessment, and what the traditional energy sector could learn from a more nimble way of working.Responsible supply chains How Scatec uses due diligence, physical audits and full traceability to ensure its solar panels, batteries and turbines come from responsible value chains.Grid-friendly renewables in Europe How combining solar, wind and batteries creates a balanced 24/7 generation profile, supports grid stability and opens up new opportunities in markets like Romania and Poland.About Terje PilskogTerje Pilskog was appointed CEO of Scatec in 2022, having joined the company as EVP Project Development in 2013. Before Scatec, he held management positions at Renewable Energy Corporation (REC), which he joined from McKinsey & CoWith close to two decades in renewables, Terje has led Scatec through one of the most turbulent periods in the industry's history, steering the company towards profitability while continuing to build large-scale clean energy projects in some of the world's most complex markets.Why it mattersAs geopolitical instability exposes the risks of dependence on imported fossil fuels, renewables are increasingly being chosen for their cost competitiveness and their contribution to energy independence. Terje argues that the transition is now being driven by a strong business case, one that delivers climate benefits even when climate is not the primary motivation.This conversation offers business leaders a grounded view of how the renewable sector has matured, how risk can be managed in challenging marke

The space economy is becoming more connected to everyday economic activity, from satellite communications and navigation to weather forecasting, defense and data. Falling launch costs, advances in satellite technology and rising demand for AI infrastructure are broadening the conversation around what space could enable.In this episode of The Bid, host Oscar Pulido speaks with Reid Menge, portfolio manager in BlackRock's Fundamental Equity Group, about how the space economy is developing and the forces behind its growing relevance. They explore lower launch costs, satellite capabilities, national security priorities, AI infrastructure and the potential evolution of data centers.The discussion also looks beyond rockets and satellites to the broader infrastructure and capital markets ecosystem supporting space activity. Reid explains why cost and capability remain critical variables, how government spending can intersect with private-sector innovation, and why technical execution remains an important source of uncertainty as the industry develops.Episode chapters00:00 Introduction to Space Economy02:02 Space in Daily Life02:37 Space Investing Goes Mainstream04:40 Cost Capability Demand09:22 AI Meets Orbit11:18 Space Data Centers Explained14:39 National Security Imperative16:20 Where Opportunities Emerge18:29 Risks and Reality Check20:32 Next Decade Outlook22:28 Wrap Up and DisclosuresKey Insights from this episode:· How falling launch costs could expand the range of economically viable space activities.· Why smaller, lower-cost satellites are changing communications and Earth observation.· How AI is increasing the potential value of data collected from space.· Where national security priorities intersect with commercial space infrastructure.· Why semiconductors, communications equipment and specialty materials form part of the space ecosystem.· How execution risk and technological complexity could influence the industry's development.

In this episode, we explore the rapid growth of sweepstakes casinos, their unique demographics, and what the future holds for this emerging vertical in the iGaming industry. Guest Alexandre Tomic shares exclusive data insights and discusses regulatory challenges and opportunities.Key TopicsGrowth of sweepstakes casinos in the US and EuropeData insights from Alea platform showing rapid expansionDifferences between real money gaming and sweepstakesDemographics and player behaviour in sweepstakesImportance of account management for successEmerging verticals and future opportunitiesRegulatory challenges and market shiftsImpact of regulation on innovation and growthHost: Charlie HornerGuest: Alexandre TomicProducer: Anaya McDonaldEditor: Anaya McDonaldHeading to SBC Summit in Lisbon check out Alexandre Tomics panel: Beyond the Hype: What the Data Really Says About Sweepstakes  https://sbcevents.com/sbc-summit/agenda/?selectedSession=4ggrg7qmrcpkrv8my0nxffjf5qTrack: Global & Emerging Markets Stage - Western Europe - Stage 2Date: Wed 30 September 2026Time: 11:40 - 12:00 BSTLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

Amy Oldenburg spent 26 years at Morgan Stanley — operations, emerging-market FX, the trading desk, then the firm's global emerging-market investing business — before the bank created a Head of Digital Assets seat and asked her to do it full time. In this TRM Talks, Amy joins Ari to talk about how she leveraged over two decades at the Morgan Stanley to accelerate the firm's exploration into digital assets.The conversation moves from bicycle-messenger settlements in India and currency devaluations to why so many of Amy's former emerging-market FX colleagues ended up in crypto. Amy talks through what she is seeing across banking, equities, wealth, and asset management: what is possible today, what still depends on regulation, and what could change by 2028 and beyond. She also breaks down tokenization as financial plumbing — simpler systems, faster yields, and more efficient capital calls — and shares a lesson from having an expensive NFT phished from her wallet: transparency does not always mean safety.

Sports investing has evolved as franchise values have risen, live sports have retained a powerful hold on audiences, and ownership has become an increasingly sophisticated business. Yet sports teams remain unusual assets, combining economics with competition, community identity and deeply emotional fan relationships.Host Oscar Pulido speaks with David Rubenstein, co-founder and co-chairman of The Carlyle Group and control partner of the Baltimore Orioles ownership group, about his move from private equity into sports investing. They discuss his decision to invest in his hometown team, the role franchises can play in their cities, and how leadership differs when success is measured by more than financial returns.The conversation also explores the forces influencing sports investing, from rising franchise values and broader ownership participation to live media demand, AI-powered analytics and longer-term developments across capital markets.Key moments in the episode:00:00 Meet David Rubenstein02:10 Sports ownership and Civic Responsibility04:06 Camden Yards and Baltimore City Revival06:42 What Owners Really Do09:00 Winning Over Profits10:24 Long Horizon Decisions13:06 Sports as an Asset Class15:45 AI in Sports and Moneyball 2.017:11 Next 20 Years of Investing20:28 First Orioles Game Memories21:38 Closing and Up Next

This episode is sponsored by EMXETF.comKevin T. Carter joins Kyle to talk about TGRZ, the China AI LLM Tigers ETF, and why China's role in the AI trade may be much bigger than most U.S. investors realize.Kevin breaks down the AI market as a five-layer stack: electricity, chips, data centers, models, and applications. From there, he explains why TGRZ is focused on the model layer, where Chinese open-weight AI models like DeepSeek, Kimi K3, GLM, and Qwen are increasingly competing with U.S. models from OpenAI, Anthropic, Google, and others.The conversation also gets into one of the biggest surprises from the episode: how differently China and the U.S. appear to view AI adoption. Kevin points to public sentiment around AI being roughly 80% favorable in China versus about 20% in the U.S., and Kyle explores whether that difference in adoption could matter as much as the technology itself.They also discuss Jack Ma, Alibaba, the blocked Ant IPO, and why Kevin believes some of the risks investors associate with China are more complicated (and possibly more overblown) than the headlines suggest.The episode closes with a look at AI infrastructure, data centers, power demand, underwater and space-based compute, and the broader question of whether AI destroys jobs, creates new ones, or does some combination of both.As always, none of this is investment advice. TGRZ is speculative and volatile. Do your own research, understand the risks, and make sure any investment fits your own strategy.Learn more at EMXETF.com.Chapter Timestamps:00:00 — Cold Open: Why Chinese AI Models Are Different00:35 — Introduction: Rethinking the AI Race01:40 — TGRZ and What It Takes to Launch an ETF04:03 — The Five-Layer AI Stack06:25 — The Emerging Market “Mag Three”: Samsung, Hynix, and TSMC07:34 — Why TGRZ Focuses on the AI Model Layer08:03 — DeepSeek and the Cost Question10:58 — What Open-Weight AI Actually Means13:14 — Alibaba, Qwen, and China's AI Ecosystem15:23 — Why U.S. Startups Are Using Chinese AI Models19:10 — Jack Ma, Ant IPO, and China Risk27:42 — TGRZ Volatility and Future EMXETF AI Products29:36 — Data Centers, Power Demand, and AI Infrastructure33:54 — AI Sentiment: China's 80% Favorable vs. the U.S. at 20%36:50 — AI, Jobs, ATMs, Radiology, and What Comes Next40:08 — EMXETF.com, TGRZ Risk, and Closing ThoughtsSponsors:For more than 20 years, the EMXETF team has been focused on technology and innovation across Emerging Markets. Today, we believe artificial intelligence represents the next major chapter of that growth story. From advanced semiconductors and AI infrastructure to models, applications and digital platforms, Emerging Markets are playing an increasingly important role in the global AI ecosystem. EMXETF combines our deep experience in these markets with focused research to give investors targeted exposure to the companies helping shape the future of AI.Kevin:‍ ‍Kevin T. Carter is the Founder & Chief Investment Officer of EMXETF. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel's publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE.China AI Tigers ETF: TGRZChina AI Research ReportConnect with Kevin on LinkedInAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it?Host Pierre Daillie sits down with Kevin Carter, CIO of EMX ETF, for a conversation that fundamentally reframes what emerging markets means in the age of AI. Kevin reveals how three semiconductor giants — TSMC, Samsung, and SK Hynix — have quietly come to represent a third of the MSCI Emerging Markets Index and nearly all of its recent returns, why the hyperscaler CapEx debate misses the real story, how China's open-weight AI models have already surpassed US models in total token usage, and why India may become the world's most important AI implementation market. From DeepSeek's origin story and China's Six AI Tigers to a stunning ETF performance gap that blindsided Vanguard investors, this conversation challenges everything advisors think they know about international allocations.Chapters0:00 — The old EM story vs. the new one: three chip names now own 31% of the benchmark 1:00 — Welcome: Kevin Carter returns to Insight Is Capital 3:30 — Is the MSCI EM Index still doing its job? The concentration question 6:30 — The Mag Three: how TSMC, Samsung, and SK Hynix drove EM past the S&P 9:00 — Where all that hyperscaler CapEx is actually going 11:30 — $965 billion in two years: the Mag Three's staggering profit outlook 13:00 — iShares vs. Vanguard: how Korea exclusion cost investors 30 percentage points 15:00 — EM as a direct beneficiary of US AI infrastructure spending 21:00 — The five-layer AI stack: who really controls the supply chain 24:00 — Power constraints: China has three times the US electricity capacity 25:30 — The model layer: OpenAI, Anthropic, and the race at the top 31:30 — China's Six AI Tigers and Tsinghua University's startup machine 34:00 — DeepSeek's origin story: from quant hedge fund to AI disruptor 35:30 — The DeepSeek moment: $6.5M model, Nvidia drops 30% 38:00 — Chinese models now lead globally in total token usage 39:00 — From token maxi to token mining: the bill arrived 43:00 — Unintended consequences: how chip sanctions accelerated China's innovation 46:30 — Hong Kong's AI IPO pipeline: 300 listings in the queue 55:30 — India's AI thesis: implementation over frontier model development 59:30 — Final word: what advisors should tell clients about EM today 1:02:00 — Wrap-up: EMX ETF, EMQQ, FMQQ, and the TGRZ Tigers LLM ETF#EmergingMarkets #AIInvesting #TSMC #DeepSeek #ChineseAI #EMXetf #EMQQ #MagThree #AISupplyChain #OpenWeightAI #IndiaAI #HongKongIPO #KimiK3 #TGRZetf #InsightIsCapital #AIStocks #Semiconductors #GlobalInvesting #WealthManagement #FinancePodcast #MacroInvesting #PierreDaily #KevinCarter #ETF #AIRace```

 Subscribe and Watch Interviews LIVE : On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls David Rothkopf is the CEO of TRG Media, host of the Deep State Radio podcast, and the author, most recently of Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. The Rothkopf Group produces podcasts including Deep State Radio, National Security Magazine, custom programming for clients and it organizes live interactive web-based and live forums. Rothkopf is a contributing columnist to The Daily Beast and a member of the Board of Contributors of USA Today.  He is the author of hundreds of articles on international, national security and political themes for publications that include the New York Times, Washington Post, USA Today, the Financial Times, the Daily Beast, Foreign Policy and Foreign Affairs. He is also a regular commentator on broadcast media worldwide. His previous books include Great Questions of Tomorrow, National Insecurity: American Leadership in an Age of Fear, Power, Inc.: The Epic Rivalry Between Big Business and Government—and the Reckoning That Lies Ahead, Superclass: The Global Power Elite and the World They Are Making, and Running the World: The Inside Story of the National Security Council and the Architects of American Power. His most recent book is The Great Questions of Tomorrow. Rothkopf has taught international affairs at Columbia University, Georgetown University and Johns Hopkins University. He has served as a member of several boards and advisory boards including those associated with the U.S. Institute of Peace, IREX, the Bloomberg School of Public Health at Johns Hopkins University, the Progressive Policy Institute, and the Center for the Study of the Presidency. Previously, Rothkopf served as CEO and Editor of the FP Group, publishers of Foreign Policy Magazine, CEO of Garten Rothkopf and was the founder and CEO of Intellibridge Corporation, an open-source intelligence provider to government and private sector organizations. Prior to that he served as managing director of Kissinger Associates. Rothkopf served as deputy undersecretary of commerce for international trade policy in the Clinton administration and played a central role in developing the administration's groundbreaking Big Emerging Markets Initiative. Before government, Rothkopf was founder and CEO of International Media Partners and editor and publisher of the CEO Magazine and Emerging Markets newspaper. He also served as chairman of the CEO Institute. He is a graduate of Columbia College of Columbia University and attended the Columbia Graduate School of Journalism. Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo  

 Subscribe and Watch Interviews LIVE : On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls David Rothkopf is the CEO of TRG Media, host of the Deep State Radio podcast, and the author, most recently of Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. The Rothkopf Group produces podcasts including Deep State Radio, National Security Magazine, custom programming for clients and it organizes live interactive web-based and live forums. Rothkopf is a contributing columnist to The Daily Beast and a member of the Board of Contributors of USA Today.  He is the author of hundreds of articles on international, national security and political themes for publications that include the New York Times, Washington Post, USA Today, the Financial Times, the Daily Beast, Foreign Policy and Foreign Affairs. He is also a regular commentator on broadcast media worldwide. His previous books include Great Questions of Tomorrow, National Insecurity: American Leadership in an Age of Fear, Power, Inc.: The Epic Rivalry Between Big Business and Government—and the Reckoning That Lies Ahead, Superclass: The Global Power Elite and the World They Are Making, and Running the World: The Inside Story of the National Security Council and the Architects of American Power. His most recent book is The Great Questions of Tomorrow. Rothkopf has taught international affairs at Columbia University, Georgetown University and Johns Hopkins University. He has served as a member of several boards and advisory boards including those associated with the U.S. Institute of Peace, IREX, the Bloomberg School of Public Health at Johns Hopkins University, the Progressive Policy Institute, and the Center for the Study of the Presidency. Previously, Rothkopf served as CEO and Editor of the FP Group, publishers of Foreign Policy Magazine, CEO of Garten Rothkopf and was the founder and CEO of Intellibridge Corporation, an open-source intelligence provider to government and private sector organizations. Prior to that he served as managing director of Kissinger Associates. Rothkopf served as deputy undersecretary of commerce for international trade policy in the Clinton administration and played a central role in developing the administration's groundbreaking Big Emerging Markets Initiative. Before government, Rothkopf was founder and CEO of International Media Partners and editor and publisher of the CEO Magazine and Emerging Markets newspaper. He also served as chairman of the CEO Institute. He is a graduate of Columbia College of Columbia University and attended the Columbia Graduate School of Journalism. Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo  

I denne episoden har Marius Brun Haugen besøk av forvalter Erlend Fredriksen for en oppdatering om fremvoksende markeder (EM).Er det fortsatt fornuftig å ta EM-eksponering? Hvor sterk er inntjeningen til selskapene og hvor viktig driver er AI?Episoden var opprinnelig et direktesendt webinar for DNB-kunder og ble spilt inn tirsdag 8. september 2026.Produsent: Kim-André Farago, DNB Wealth Management Investment Office Hosted on Acast. See acast.com/privacy for more information.

Emerging markets face a challenging mix of persistent inflation, potential Fed hikes, U.S. political uncertainty and geopolitical risks. Yet in this episode of Signals & Noise, David Hauner, Head of Global Emerging Markets Fixed Income Strategy at BofA Securities, explains why he remains constructive on EM carry despite a more difficult backdrop. Drawing from BofA's "Buy Back EM" outlook, Hauner outlines four key themes shaping emerging markets: Treasury market developments, a more hawkish Fed, U.S. midterm elections, and evolving EM monetary policy. He discusses why higher-yielding currencies in markets such as Brazil, Colombia, Turkey and frontier economies continue to look attractive, while remaining more cautious on EM rates and sovereign credit spreads. The episode also explores the outlook for the Chinese renminbi, risks from oil price volatility and the Iran situation, Brazil's upcoming election, and why investors should distinguish between opportunities in EM carry and risks in broader EM fixed income markets.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Sports and investing can both be shaped by small margins, repeated decisions and the balance between skill and chance. From tennis points to soccer matches and basketball shot selection, elite competition offers a useful lens for thinking about decision-making in capital markets.In this episode of The Bid, host Oscar Pulido speaks with Ronald Van Loon, Portfolio Manager in BlackRock's Global Fixed Income Group, about the connection between sports and investing. They examine hit rates, payoff ratios, teamwork, preparation and the role of process in fixed income portfolio management.The discussion explores why a modest edge can matter when applied consistently, how different sports change the influence of chance, and why sports and investing both reward attention to probability, payoff and repeated opportunities. They also consider market volatility, stock market trends and the importance of continuous learning.Check out the previous episode on tennis here: https://open.spotify.com/episode/061EZSj3afpDQd7lL1FJUF?si=diYmU2axTAS26i7IxccxhAKey moments in this episode:00:00 Introduction01:42 Tennis Margins Compound - How small statistical advantages can compound across repeated decisions05:17 Winning the Big Points - Why probability and payoff need to be considered together07:55 Soccer Skill vs Chance - Where skill and chance differ across tennis, soccer and basketball.09:49 Teamwork in Investing - How teamwork can support decision-making across complex fixed income markets12:58 Olympics and Process - Why preparation and continuous learning remain central to a repeatable investment process15:20 Basketball Expected Value - How basketball's changing shot selection illustrates the concept of expected value17:35 Three-Part Investor Framework18:57 Closing and Next Episodesports and investing, capital markets, fixed income, portfolio management, investment process, market volatility, stock market trendsSources: Van Loon, R.J.M. 2021. “Long-Term Investing and the Frequency of Investment Decisions”, The Journal of Portfolio Management 47 (8): 86-104; Van Loon, R.J.M. 2021. “Investment Skill and Consistent Long-Term Alpha”, The Journal of Portfolio Management This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to 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.

Am 8. September 2026 wurde im Münchner Künstlerhaus erstmals der PortfolioAward verliehen. Knapp 4.000 Teilnehmer hatten zuvor über die Gewinner abgestimmt. In Teil 1 präsentieren Tobias Kramer und Matthias Schmitt die ersten sieben Sieger aus den Kategorien Multi-Asset-ETFs, Staatsanleihen, Non-Government-Anleihen, Rohstoffe, Geldmarkt, Gold und Aktien Europa. • Multi-Asset-Strategien: Das iShares Growth Portfolio ETF gewinnt mit 22,9 Prozent. Es steuert seine Mischung aus Aktien und Anleihen anhand einer Zielvolatilität und hält aktuell mehr als 82 Prozent Aktien. Mehr unter: https://www.portfolioaward.de/ergebnisse/etf-des-jahres-multi-asset • Staatsanleihen: Der UBS Bloomberg USD EM Sovereign ETF auf US-Dollar-Anleihen aus Schwellenländern liegt mit 24,7 Prozent vorn. Die breite Streuung mit maximal drei Prozent je Land verbindet attraktive Renditen mit einer Begrenzung einzelner Länderrisiken. Mehr unter: https://www.portfolioaward.de/ergebnisse/etf-des-jahres-staatsanleihen • Non-Government: Der State Street FTSE Global Convertible Bond ETF gewinnt nach mehr als 50 Prozent Performance in drei Jahren. Wandelanleihen verbinden Anleihen mit der Chance auf Teilhabe an steigenden Aktienkursen. Mehr unter: https://www.portfolioaward.de/ergebnisse/etf-des-jahres-non-government-anleihen • Rohstoffe: Der Invesco Bloomberg Commodity ex-Agriculture & Livestock ETF setzt sich mit 28,2 Prozent durch. Er bildet neun Rohstoffsegmente ab, verzichtet auf Agrarrohstoffe und begrenzt die Gewichtung einzelner Bereiche. Mehr unter: https://www.portfolioaward.de/ergebnisse/etp-des-jahres-rohstoffe • Geldmarkt: Der Xtrackers EUR Overnight Rate Swap ETF gewinnt. Er bildet den kurzfristigen Geldmarktzins täglich ab und ermöglicht Anlegern, nicht benötigtes Guthaben vergleichsweise flexibel und risikoarm zu verzinsen. Mehr unter: https://www.portfolioaward.de/ergebnisse/etp-des-jahres-geldmarkt • Sonderaward Gold: Xetra-Gold gewinnt mit deutlichen 54,1 Prozent. Für das Produkt sprechen der geringe Spread, die hohe Handelbarkeit und die Steuerfreiheit nach zwölf Monaten Haltedauer für Privatanleger in Deutschland. Mehr unter: https://www.portfolioaward.de/ergebnisse/etp-des-jahres-sonderaward-gold • Aktien Europa: Der iShares Edge MSCI Europe Value Factor ETF gewinnt mit 33,7 Prozent. In den vergangenen drei Jahren erzielte er 81,9 Prozent Performance und schlug damit den marktbreiten Favoriten. Mehr unter: https://www.portfolioaward.de/ergebnisse/etf-des-jahres-aktien-europa Schreibt in die Kommentare, welcher der ersten sieben Sieger Euch am meisten überzeugt – und bei welchem Ergebnis Ihr anders abgestimmt hättet. Teil 2 mit den weiteren Gewinnern folgt am Dienstag, 15. September 2026. Dann geht es um die ETFs des Jahres in den Kategorien Aktien Welt, Aktien Amerika, Aktien Asien, Emerging Markets und Themen-ETFs sowie um den ETP Newcomer/Innovation, den ETF-Anbieter des Jahres und den ETF-Broker des Jahres. **Alle Infos zum PortfolioAward 2026:** - Webseite: https://portfolioaward.de/ - Konzept: https://portfolioaward.de/konzept - Expertenbeirat: https://portfolioaward.de/expertenbeirat © adorum publishing GmbH 2026

A new season of Emerging Markets Today is here. New episodes in October and November 2026.Expect more stories from across Africa, Latin America, Asia and beyond, covering entrepreneurship, investment, technology, fintech and the forces changing how emerging economies grow.Don't forget to hit the notification bell!Subscribe to the EMT newsletter:https://emergingmarketstoday.substack.com/Visit Emerging Markets Today:https://emergingmarkets.today/

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode of J.P. Morgan's Making Sense, Meridy Cleary from the FICC Market Structure and Liquidity Strategy team sits down with Carlos Gomez-Gascón, head of EM Rates e-Trading, to explore how automation is reshaping emerging market rates trading. They unpack the key difference between electronification and true automation and discuss how automated pricing and workflows can improve speed, transparency and scalability across EM bonds, interest rate swaps and FX swaps. The conversation also covers regional market-structure nuances (including repo and futures market dynamics), the rise of systematic funds, behavior during volatility and how trading workflows evolve through benchmark reform transitions.   This episode was recorded on August 28, 2026.   The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2026 JPMorgan Chase & Company. All rights reserved.

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Your “global” checkout is only as strong as its most local payment method. I'm joined by João Del Valle , CEO of EBANX, to unpack what really happens when a fast-growing merchant tries to launch across emerging markets and discovers that international card acquiring alone is not enough. We get specific about why local payments unlock demand, from PIX in Brazil to pay by bank experiences and domestic card brands like Verve, and why these rails can determine whether you reach the market at all.We also dig into the commercial reality behind expansion: setting up local entities, teams, and infrastructure can take years, while many companies want to go live in 50 to 100 countries in parallel. João explains how EBANX helps global merchants accept alternative payment methods, enable installments, improve authorization rates, and deliver unified reporting and settlement across Latin America, Africa, and Asia. We talk through the verticals where this matters most, including retail marketplaces, streaming and digital services, advertising, and travel, where local installments can be the difference between abandonment and purchase.Then we zoom out to the biggest payments trends reshaping the industry: AI, early moves toward agentic payments, stablecoins for cross-border payments, and blockchain as settlement infrastructure. A major thread is the rapid rise of account-to-account payments, driven by financial inclusion, cost dynamics, and a consumer desire for predictable money movement without surprises.

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/russian-studies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/law

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/british-studies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Legal Weapons of the Wealthy: The Offshoring of Elite Conflict in Emerging Markets (Cornell University Press, 2026), Dr. Nikhil Kalyanpur examines a striking feature of today's global legal order: the use of foreign courts by elites to settle domestic disputes. On the surface, the "outsourcing" of disputes by elites from countries with fragile judiciaries looks like a search for fair treatment unavailable at home. Yet extraterritorial dispute resolution varies across such countries. Russian plutocrats, for instance, frequently litigate abroad, whereas Chinese and South African ones rarely do. Dr. Kalyanpur argues that the pursuit of extraterritorial litigation depends on the balance of power between a state and its plutocracy. In contexts of state capture or state control, the transparency costs associated with transnational law deter plutocrats from seeking resolution abroad. But when the state and the plutocracy have relatively equal power, competing interests can lead to political clashes, with different actors asserting themselves. "Losers" of these clashes, locked out of their institutions, now have less to lose from those transparency costs and so seek resolution abroad. As these elites often escape with much of their wealth abroad, "winners" respond by weaponizing transnational legal institutions to seize rivals' offshore assets and ensure defeated rivals stay defeated. Through cases from Russia and elsewhere, Dr. Kalyanpur unravels the connections between offshore finance, transnational litigation, and intra-elite warfare. He exposes how liberal courts serve as arenas for emerging market power struggles, globalizing conflicts begun at home. As billionaires continue amassing unprecedented power across democracies and autocracies alike, Legal Weapons of the Wealthy lays out how the architects of the liberal economic order defeated themselves by enabling rule by the rich. This interview was conducted by Dr. Miranda Melcher whose book focuses on post-conflict military integration, understanding treaty negotiation and implementation in civil war contexts, with qualitative analysis of the Angolan and Mozambican civil wars. You can find Miranda's interviews on New Books with Miranda Melcher, wherever you get your podcasts.Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nick Kunze of Sanlam Private Wealth discusses the rand's move below R16 to the US dollar, stronger JSE performance and rising commodity prices. He also looks at US market volatility, flows into emerging markets, higher oil prices and inflation risks. SAfm Market Update - Podcasts and live stream

Chris is the Co-Founder and CEO of Drive Capital. Prior to Drive, Chris was a Partner at Sequoia Capital where he helped launch the firm's first growth fund. Chris left Sequoia in 2012 to start Drive in Ohio on a single bet: the best companies in America are getting built outside Silicon Valley (and almost nobody's funding them). Thirteen years later, Drive has handed back over $1 billion to its investors in a market where most funds can't return a dollar.We talk chasing $2B outcomes instead of $50B, when his lead investor pulled out the day he moved from SF to Columbus, why only 100 of 3,500 firms can raise right now, the welders quitting to drive DoorDash, and why America is the best emerging market on earth.Thanks to this episodes sponsors!Numeral: Sales tax on autopilot https://www.numeral.comFlex: Premium banking, 60-day credit, 0% APR https://home.flex.one/referral/bananacapitalAmplitude: AI analytics https://www.amplitude.comMerge: Every model, one API https://www.merge.dev/turnerMonaco: The revenue engine for startups https://www.monaco.com/Timestamps:(0:00) America is the best emerging market(8:13) Why this couldn't have happened pre-2006(10:48) Top lessons from 10 years at Sequoia(14:17) Why the "meeting factory" model fails(21:42) Searching for vacuums(24:51) Sequoia passed on a company 10 miles too far(29:37) Greece's GDP equals Detroit's(34:34) The biggest tech companies aren't in SF(40:28) 223 meetings to raise Fund 1(44:27) Turning one fund into a product catalog(48:47) The day his biggest LP pulled out(52:08) Fundraising is a persistence game(57:36) Returning $500M in a single week(59:56) Only 12 companies hit $50B in 20 years(1:01:29) Why Drive owns 30%, not 10%(1:05:03) Returns over logos, the carry math(1:10:00) Mindset of VC's outside SF(1:15:54) How AI unlocks boring, giant markets(1:19:22) Investing in catalysts, not sectors or geo(1:25:35) 3,500 firms raised, 100 survived(1:31:33) OpenAI won't eat every other company(1:37:46) Compete with yesterday's version of yourself(1:40:19) Small changes, compounding resultsReferencedDrive Capital: http://drivecapital.com/Follow ChrisTwitter: https://x.com/ChrisOlsenCMHLinkedIn: https://www.linkedin.com/in/cholsenFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

In The Money Media's Peter Thomas Fornatale (PTF) is joined by Ben Kudla from Equibase's The Inside Track Podcast to analyze some betting angles for Travers Stakes 2026 through RaceLens!Travers Stakes 2026 culminates into the ultimate horse racing prize for 3 year olds with the titans of the division throwing down for the summer's last million-dollar prize before the Breeders' Cup Classic! Kentucky Derby 2026 and Belmont Stakes 2026 champ Golden Tempo looks to cement himself as the king of the crop inside of the stacked 10-horse field which includes (from top to bottom): Louisiana Derby 2026 winner Emerging Market, Preakness Stakes 2026 winner Napoleon Solo, Tampa Bay Derby 2026 winner The Puma, Jim Dandy 2026 winner and Kentucky Derby runner-up Renegade, Kentucky Derby third-place finisher and maiden Ocelli, Haskell Stakes 2026 winner Baby Vino and Southwest Stakes 2026 winner Silent Tactic, just to name the majority. The field also includes Leading Change for Brad Cox, a colt who is undefeated from two starts and enters from a victory in the Indiana Derby 2026, and Sea Strike, who will look to ascend from a victory in the Curlin Stakes 2026 at Saratoga to the top prize in the Travers Stakes. RaceLens is an exclusive subscription software through Equibase that provides proprietary data, figures & custom past performances to elevate your handicapping game! Learn more about RaceLens on the Equibase website: https://www.equibase.com/premium/eqpViewSubscription.cfm?Incltxt=eqpViewStatsRaceLensSub.cfm

In The Money Media's Peter Thomas Fornatale (PTF) is joined by Ben Kudla from Equibase's The Inside Track Podcast to analyze some betting angles for Travers Stakes 2026 through RaceLens!Travers Stakes 2026 culminates into the ultimate horse racing prize for 3 year olds with the titans of the division throwing down for the summer's last million-dollar prize before the Breeders' Cup Classic! Kentucky Derby 2026 and Belmont Stakes 2026 champ Golden Tempo looks to cement himself as the king of the crop inside of the stacked 10-horse field which includes (from top to bottom): Louisiana Derby 2026 winner Emerging Market, Preakness Stakes 2026 winner Napoleon Solo, Tampa Bay Derby 2026 winner The Puma, Jim Dandy 2026 winner and Kentucky Derby runner-up Renegade, Kentucky Derby third-place finisher and maiden Ocelli, Haskell Stakes 2026 winner Baby Vino and Southwest Stakes 2026 winner Silent Tactic, just to name the majority. The field also includes Leading Change for Brad Cox, a colt who is undefeated from two starts and enters from a victory in the Indiana Derby 2026, and Sea Strike, who will look to ascend from a victory in the Curlin Stakes 2026 at Saratoga to the top prize in the Travers Stakes. RaceLens is an exclusive subscription software through Equibase that provides proprietary data, figures & custom past performances to elevate your handicapping game! Learn more about RaceLens on the Equibase website: https://www.equibase.com/premium/eqpViewSubscription.cfm?Incltxt=eqpViewStatsRaceLensSub.cfm

My conversation with David starts at 27 mins Subscribe and Watch Interviews LIVE : On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls David Rothkopf is the CEO of TRG Media, host of the Deep State Radio podcast, and the author, most recently of Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. The Rothkopf Group produces podcasts including Deep State Radio, National Security Magazine, custom programming for clients and it organizes live interactive web-based and live forums. Rothkopf is a contributing columnist to The Daily Beast and a member of the Board of Contributors of USA Today.  He is the author of hundreds of articles on international, national security and political themes for publications that include the New York Times, Washington Post, USA Today, the Financial Times, the Daily Beast, Foreign Policy and Foreign Affairs. He is also a regular commentator on broadcast media worldwide. His previous books include Great Questions of Tomorrow, National Insecurity: American Leadership in an Age of Fear, Power, Inc.: The Epic Rivalry Between Big Business and Government—and the Reckoning That Lies Ahead, Superclass: The Global Power Elite and the World They Are Making, and Running the World: The Inside Story of the National Security Council and the Architects of American Power. His most recent book is The Great Questions of Tomorrow. Rothkopf has taught international affairs at Columbia University, Georgetown University and Johns Hopkins University. He has served as a member of several boards and advisory boards including those associated with the U.S. Institute of Peace, IREX, the Bloomberg School of Public Health at Johns Hopkins University, the Progressive Policy Institute, and the Center for the Study of the Presidency. Previously, Rothkopf served as CEO and Editor of the FP Group, publishers of Foreign Policy Magazine, CEO of Garten Rothkopf and was the founder and CEO of Intellibridge Corporation, an open-source intelligence provider to government and private sector organizations. Prior to that he served as managing director of Kissinger Associates. Rothkopf served as deputy undersecretary of commerce for international trade policy in the Clinton administration and played a central role in developing the administration's groundbreaking Big Emerging Markets Initiative. Before government, Rothkopf was founder and CEO of International Media Partners and editor and publisher of the CEO Magazine and Emerging Markets newspaper. He also served as chairman of the CEO Institute. He is a graduate of Columbia College of Columbia University and attended the Columbia Graduate School of Journalism. Listen rate and review on Apple Podcasts Listen rate and review on Spotify Pete On Instagram Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on Twitter Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll  Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videosKeine Iran-Gespräche geplant. US-Zinsen auf Höchststand seit 2007. Klarna crasht. Baidu & Xiaomi schrumpfen. Home Depot meldet zurückhaltende Kunden. Nike auf Tief seit 2014. Google kauft Spirit-Airlines-Daten für KI. Meta droht Milliarden-Strafe.Small Caps performen 2024 besser als Large Caps. Russell 2000 schlägt den S&P 500. Warum das so ist, ob Europa mithält und welche Rolle Value-Faktoren, Japan und Emerging Markets spielen. Das alles gibt's im Makro Mittwoch mit Christian Röhl.Diesen Podcast vom 19.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Foster, founder and co-chief investment officer at Seafarer Capital Partners, says he thinks "a bubble has formed amongst certain artificial intelligence stocks, particularly some of those that were propelling Korea higher," but despite that emerging markets are coming out of a lost decade and the "picture in the emerging markets [outside of the inflating bubble] is quite broad-based and good." Fostesays investors should be looking to emerging markets to get non-dollar exposure and diversification, but also for growth that will accelerate over 60 percent in the next year, and while much of the growth is driven by the tech sector — where he worries about the bubble — the growth rate excluding technology is over 20 percent, which should generate strong returns moving forward, even as the building bubble deflates. Dawn Wotapka, former director of strategic communications and media relations at Honeywell, talks about what it's like to lose a job in an economy that is near full employment but artificial intelligence is making the employment picture murkier. Wotapka, a former Wall Street Journal reporter, recently wrote a piece on LinkedIn on going through a job loss that's been longer than expected from when the layoffs were announced, and how she has made it that her story was not the classic "It's a depression when you lose your job" tale. Plus, Chuck responds to a listener's question about a recent interview that suggested that investors have no reason to hold bonds, and how his own opinion differs from the expert who was on the show, but not by as much as the long-time listener who wrote the question might think.

Host Henry Kaestner sits down with Matthew Rohrs, leader of Synapis, to explore one of the most overlooked opportunities in frontier-market investing: the "missing middle" — businesses too large for microfinance but too small (or too early) to attract private equity and venture capital. Matthew shares how Synapis has spent over a decade training and accelerating entrepreneurs across Kenya, Uganda, and Rwanda, and why this segment drives up to 70% of job creation in emerging economies. This episode digs into Synapis's Kingdom Business Framework — a three-part model built around relationship with God, stewardship, and impact — and unpacks why African entrepreneurs are often more naturally integrated in their faith and business than their Western counterparts. Matthew and Henry also discuss the concept of "evangelical Gnosticism," the sacred-secular divide that shapes how Christians in the West think about work versus how it's lived out in markets like Kenya, where 72% of Synapis alumni report at least one employee coming to faith through their company. Listeners will hear real stories of scale and impact, including Kickwetu Flowers — a 30-acre flower export business near Mount Kenya that has funded clean water boreholes, a soccer program for at-risk youth, and a weekly kitchen feeding 300 people — all funded from business profits, not donations. Key Topics: Defining the "missing middle": the investment gap between microfinance and institutional capital Synapis's Kingdom Business Framework: relationship, stewardship, and impact Why 72% of Synapis alumni have seen an employee come to faith through their business "Evangelical Gnosticism" and the sacred-secular divide in Western business thinking Case study: Kickwetu Flowers and community-funded clean water, youth programs, and feeding initiatives The Forge Network: a global collaborative of entrepreneurs, accelerators, and investors Notable Quotes: "We serve gazelles more commonly than seeking unicorns." - Matthew Rohrs "72% of our alumni report that at least one person's come to faith in Christ through their company." - Matthew Rohrs "Business is part of the kingdom of God. It's the most scalable way to solve these problems." - Matthew Rohrs

Interview recorded - 13th of August, 2026On this episode of the WTFinance podcast I have the pleasure of welcoming back Tavi Costa. Tavi Costa is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital.During our conversation we spoke about his current thoughts on markets and the economy, what this means for the FED relevance, dollar debasement, mining stocks undervalued, where Tavi is watching and more. I hope you enjoy!0:00 - Introduction2:03 - Overview of markets and economy?3:53 - FED relevance6:45 - Dollar Debasement14:51 - Bond Market buying gold17:38 - US buying gold?22:21 - Miners undervalued27:31 - Where is Tavi watching?31:28 - One message to takeaway?Tavi Costa is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. His macroeconomic research and thematic frameworks have reached millions of readers globally, attracting the attention of leading investors and policymakers. Mr. Costa is also the founding shareholder of San Cristóbal Mining following the acquisition of the world's fourth-largest silver mine. He is regularly featured in The Wall Street Journal, Barron's, Bloomberg, and has presented at the IMF. Tavi graduated cum laude from Lindenwood University in St. Louis and played NCAA Division I tennis for Liberty University.Tavi Costa - X - https://x.com/TaviCostaLinkedIn - https://www.linkedin.com/in/otavio-tavi-costa-76368628/Substack - https://substack.com/@tavicostaWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In this episode we chat to Richard Bowley, who is a highly experienced mining executive who has spent more than 20 years leading projects across emerging markets.   We discuss and explore the realities of delivering mining projects in challenging jurisdictions, the importance of leadership, governance and ESG, why projects run over budget and behind schedule, and the lessons Richard has learned from advising companies, investors and governments throughout his career. KEY TAKEAWAYS Cultural integration and local relationship-building are just as critical to project survival in emerging markets as technical engineering. Front-end engineering investment during feasibility studies prevents massive downstream capital blowouts and schedule delays. Governance failures undermine entire ESG efforts, as a lack of transparency quickly erodes trust with host governments and local stakeholders. Owner teams must empower appointed EPC/EPCM contractors to execute their roles rather than micromanaging and hindering project delivery. BEST MOMENTS "Look at your feet... You're not in London now. So whatever you think you know, park it." "If you just go into a country and think it's about technical delivery, you will fail. 100%." "10% extra on engineering at the front end of any feasibility study, for me, is critical." "Everything you do well instantly becomes destroyed because if the governance aspects of a project or a business in any country become questionable, that trust that you've built... just gets torn down." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES https://www.linkedin.com/in/richard-bowley-842ba818/  CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

2026 market themes have been shaped by geopolitical realignment, the physical demands of artificial intelligence and changing assumptions about diversification. Across markets, investors are confronting several plausible futures rather than relying on a single base case.Host Oscar Pulido is joined by Stevie Manns, producer of The Bid, to revisit conversations with BlackRock leaders and external guests. Together, they connect insights on geopolitics, retirement, AI infrastructure, market concentration, portfolio construction, Asia, digital assets and tokenization.The discussion explores how these subjects form a broader story about preparation. Listeners will hear why AI investing increasingly involves energy and physical infrastructure, how concentration is changing the character of major equity indexes, and why a more dynamic and granular approach may be relevant as capital markets evolve.Key insights:· How geopolitical shifts are influencing markets, supply chains and economic policy· Why AI investing depends on power, data centers and infrastructure· How stock market concentration can affect diversification assumptions· Why portfolio construction may require multiple scenarios· Where Asia and digital assets are broadening the opportunity set· How tokenization could reduce friction in financial marketsEpisodes featured:246: Macro and Geopolitical Outlook - Live from Davos248: Retirement Realities: Ask Me Anything With Jaime Magyera250: Powering AI 2.0: Why The AI Boom is becoming an Energy Story257: Beyond The Magnificent Seven: Discovering Equity Opportunities in the S&P 493258: Portfolio Construction for A Changing World: Adapting to A Market Regime Shift259: Cryptoassets At A Crossroad: Volatility, Adoption and Changing Market Perspectives261: Why Are Global Investors Looking To Asia As An Investment Destination264: Is Tokenization The Next Evolution of Financial Market Infrastructure266: Midyear Outlook: Scarcity vs Abundance in The Age of AI268: AI's Latest Frontiers: An Investor's Perspective on Space, AI and Equity Opportunities2026 market themes, AI investing, portfolio construction, capital markets, digital assets, tokenization, geopoliticsThis 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.

Stocks rising on an unexpected drop in July payrolls, with the Nasdaq pacing for its best week since late April and S&P 500 hitting a record high to close out the week. The traders break down the markets and momentum and if this rally can last into the coming months. Then, Mercado Libre CFO Martin de los Santos lays out the state of emerging market ecommerce and what he's seeing for the second half of the year. Plus, SpaceX pops and heads toward its IPO price, Airbnb soars after earnings, and the changing tastes of car buyers. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As we take a short production break for summer we'll be re-releasing some old favorites, including this episode from back in June, featuring Mike Silvestrini, the co-founder and Managing Partner of Energea. Enjoy! Show Notes:Investing in clean energy infrastructure in emerging markets sounds more altruistic than profitable. But today's company shows that doing the right thing can also be incredibly lucrative.Mike Silvestrini, co-founder and Managing Partner of Energea, a US-based renewable energy investment platform. Mike's a seasoned renewable energy professional who has played a central role in developing over 500 solar projects across the US, Brazil, and Africa, contributing meaningfully to the global transition to clean energy. Today, we talk to Mike about how Energea evaluates investment opportunities, how they mitigate risk, and the incredible differences he's been able to make in different regions around the world. Highlights:Where the idea for Energea came from (2:20)How the platform functions (5:58)The types of deals Energea pursues (7:30)The minimum investment in Energea (9:52)Investment portfolios (11:53)Brazil (13:33)Investor Relations (15:27)Energea's Wealth Management Channel (18:32)Vetting new deals (19:45)Big institutional partners — Brookfield & Goldman Sachs (22:20)Community impact (24:23)Life perspective (28:16)Emerging Markets (30:11)Goals for '26 into '27 (31:37)Links:Mike Silvestrini LinkedInEnergea LinkedInEnergea WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co

It's Q&A Wednesday, and we're answering your live chat questions on today's biggest investing, market, and economic topics. With the S&P 500 near record highs after weeks of consolidation, investors are asking what comes next. Is this breakout sustainable, or are markets setting up for another bout of volatility? Lance Roberts & Danny Ratliff discuss market leadership, interest rates, inflation, AI, bonds, portfolio positioning, retirement planning, and whatever else is on your mind. 0:00 INTRO 1:01 - AMD, Eli Lilly Earnings & Markets' New High 2:49 - Strait of Hormuz/Iran & Headlines 4:24 - Economic Data Weakens - JOLTS report 5:11 - The Thing About Consolidations & Breakouts 7:54 - Interest rates about to trigger bond buy signal 10:00 - Coffee & Keeping Lance Around 10:51 - Market Behavior & Investment Sentiment 12:19 - Core CPI vs Fed Funds Rate: Is the Fed wrong or the bond market wrong? 15:47 - Using Stablecoin to purchase international stocks 18:05 - Options strategies on parabolic moves 19:00 - US Debt Clock composition & Gold Purchases 23:16 - Will Yield Curve Control be eventually implemented? 24:50 - Is this a good week to rebalance? 27:18 - Investing in broad-market ETF's via SEP IRA 31:27 - Preferred Bonds vs Corp Bonds, & 60/40 Allocations 34:15 - Why you need inflation (why we invest) 39:28 - Understanding what you're buying (bonds) 42:17 - Emerging Market equities concentrated in PVR, VALE? 42:45 - Off balance Sheet AI Debt 43:14 - US purchase of Yen - a form of yield curve control? 46:49 - Traditional Pension + SS = ratio for equities? 48:25 - Two Types of Debt Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/HeU8LWC2rfo?feature=share ------- Articles mentioned in this report: "Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move" https://realinvestmentadvice.com/resources/blog/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move/ "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "New Highs, Now What?" https://youtu.be/K0SaWvIeYkQ ------- Watch our previous show, "The 60/40 Portfolio Is Not Dead" https://youtube.com/live/9KGokK9tGuA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- 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/ #StockMarket #SP500 #Investing #Bonds #MarketOutlook FinancialPlanning #MarketOutlook

It's Q&A Wednesday, and we're answering your live chat questions on today's biggest investing, market, and economic topics. With the S&P 500 near record highs after weeks of consolidation, investors are asking what comes next. Is this breakout sustainable, or are markets setting up for another bout of volatility? Lance Roberts & Danny Ratliff discuss market leadership, interest rates, inflation, AI, bonds, portfolio positioning, retirement planning, and whatever else is on your mind. 0:00 INTRO 1:01 - AMD, Eli Lilly Earnings & Markets' New High 2:49 - Strait of Hormuz/Iran & Headlines 4:24 - Economic Data Weakens - JOLTS report 5:11 - The Thing About Consolidations & Breakouts 7:54 - Interest rates about to trigger bond buy signal 10:00 - Coffee & Keeping Lance Around 10:51 - Market Behavior & Investment Sentiment 12:19 - Core CPI vs Fed Funds Rate: Is the Fed wrong or the bond market wrong? 15:47 - Using Stablecoin to purchase international stocks 18:05 - Options strategies on parabolic moves 19:00 - US Debt Clock composition & Gold Purchases 23:16 - Will Yield Curve Control be eventually implemented? 24:50 - Is this a good week to rebalance? 27:18 - Investing in broad-market ETF's via SEP IRA 31:27 - Preferred Bonds vs Corp Bonds, & 60/40 Allocations 34:15 - Why you need inflation (why we invest) 39:28 - Understanding what you're buying (bonds) 42:17 - Emerging Market equities concentrated in PVR, VALE? 42:45 - Off balance Sheet AI Debt 43:14 - US purchase of Yen - a form of yield curve control? 46:49 - Traditional Pension + SS = ratio for equities? 48:25 - Two Types of Debt Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/HeU8LWC2rfo?feature=share ------- Articles mentioned in this report: "Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move" https://realinvestmentadvice.com/resources/blog/bonds-in-your-portfolio-why-ditching-them-is-the-wrong-move/ "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "New Highs, Now What?" https://youtu.be/K0SaWvIeYkQ ------- Watch our previous show, "The 60/40 Portfolio Is Not Dead" https://youtube.com/live/9KGokK9tGuA ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- 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/ #StockMarket #SP500 #Investing #Bonds #MarketOutlook FinancialPlanning #MarketOutlook

AI investing continues to shape markets as artificial intelligence (AI) moves beyond software and into the physical infrastructure of the global economy. From data centers and chips to space-based compute, autonomous trucks and humanoid robotics, the AI buildout is creating new questions about scarcity, supply chains and where value may accrue next.In this episode of The Bid, host Oscar Pulido is joined by Tony Kim, Head of the Global Technology Team within BlackRock Fundamental Equities. Fresh from his 13th annual technology tour across San Francisco and Silicon Valley, Tony shares what he heard from leading innovators and how the AI conversation has evolved from model development to compute, infrastructure, physical AI and the changing shape of the technology stack.Tony explains why AI investing may increasingly require looking across multiple layers of the ecosystem: the physical layer of power, chips, data centers and cloud infrastructure; the intelligence layer of foundation models; and the application and services layer where disruption remains a central question. The discussion also explores how AI is creating both scarcity and abundance, why data center demand is reshaping supply chains, and how countries and companies tied to the compute build-out may be positioned differently from more service-oriented parts of the market.Check out our previous tech tour episodes with Tony Kim:2025 - https://open.spotify.com/episode/6ffqOgM2CDbJGEoaWjgjIP?si=418fdf5f886c4f622024 - https://open.spotify.com/episode/3ruCZNZ7vHghypqwnQzslg?si=e62206f037df409bKey moments in this episode:00:00 Introduction01:57 AI Wave Expands - How AI investing is expanding from model development into space, robotics and physical systems.05:28 AI Goes To Space - How low Earth orbit satellites could create new forms of AI data and, potentially, new compute architectures.07:51 Physical AI Adoption - Why autonomous vehicles, self-driving trucks and humanoid robots are part of the broader physical AI story10:00 Rewiring The Internet14:38 Where To Invest Now - How the shift in market value toward compute and model-centric companies is reshaping stock market trends.18:55 Risks And Optimism22:38 Wrap Up And What's Next on The Bid AI investing, artificial intelligence, technology investing, capital markets, megaforces, data centers, robotics, stock market trendsSources: BlackRock Fundamental Equities analysis of AI-related capex spending through 2030, as of July 2026; “How much does a GW of data center capacity actually cost” Investing.com, 2025; S&P Global Indices as at July 14th 2026This 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.

In this episode, Dr. Tommaso Falcone, Executive Vice President and President, International and Emerging Markets, Cleveland Clinic, discusses the organization's strategy for expanding its global reach through trusted partnerships, physician leadership, and a shared commitment to quality. He also shares how Cleveland Clinic is building sustainable international collaborations while adapting to the unique needs of healthcare systems around the world.

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands