Podcasts about emerging markets

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Country's economy that was traditionally small, but is currently expanding rapidly

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  • May 25, 2022LATEST
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Best podcasts about emerging markets

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Latest podcast episodes about emerging markets

Thoughts on the Market
Asia: Supply Chain Woes, and Opportunities

Thoughts on the Market

Play Episode Listen Later May 25, 2022 7:52


Stress on supply chains has driven a slowdown in globalization, but there are also investment opportunities emerging, particularly in Asia. Head of Public Policy Research and Municipal Strategy Michael Zezas and Asia and Emerging Markets Equity Strategist Daniel Blake discuss.-----Transcript-----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy for Morgan Stanley. Daniel Blake: And I'm Daniel Blake from Morgan Stanley's Asia and Emerging Markets Equity Strategy Team. Michael Zezas: And on this episode of Thoughts on the Market, we'll continue our discussion of a theme that's been rightfully getting a lot of attention - "slowbalization", slowing globalization within an ever more multipolar world. It's Wednesday, May 25th, at 8 a.m. in New York. Michael Zezas: So Daniel, over the last few years, Morgan Stanley Research has published a lot of collaborative work across regions and sectors on the increasingly important themes of slowbalization and the multipolar world. But while in the past we focused more on the costs and challenges of this transition, today we want to put a greater emphasis on the opportunities from this theme, particularly in Asia. Investors are acutely aware that one of the key drivers behind this slowbalization trend is the tremendous disruption to the supply chain. You've been publishing a supply chain choke point tracker tool, so maybe let's start there with an update on the current state of supply chains in Asia and what your most recent tracker is indicating. Daniel Blake: Thanks, Mike. In short, this is showing that the supply chain in general remains very stressed. And in aggregate, we have not seen any material improvement over the last six weeks. Now, when we look at the aggregate measure put together by our economists, the Morgan Stanley Supply Chain Conditions Index, we are seeing that conditions are still slightly better than the peak of the disruptions and backlogs that occurred in late 2021, particularly around the delta wave in South East Asia. But we haven't seen much further improvement beyond that. Our checkpoint tracker does go down to the individual component or service level, and it shows that supply of certain auto and industrial semis and advanced packaging remains a constraint on downstream production. And we are seeing that show up in corporate results in the tech sector as well as the broader impact on margins that we're seeing into the consumer space. Michael Zezas: And one of the pressing issues that investors have been paying attention to is the new shocks to supply chains from China's COVID containment policy. Can you give us an update on the current impact of this policy?Daniel Blake: Now, so far, this is having a more noticeable impact on the domestic Chinese economy rather than on export markets, with policymakers trying to prioritize industrial output through systems such as closed loop management, which sees workers living on site for extended periods to maintain as much production as possible. The challenge has been most acute where mobility is needed, including in the transportation of raw materials and industrial production within China. Geographically, we've seen the impact on the Pearl River Delta around Shenzhen, the Yangtze River Delta around Shanghai and neighboring provinces, and more recently the capital, Beijing, is seeing an outbreak. So progress has been made on reopening from full lockdowns in Shenzhen and Shanghai gradually, but our China economics team still estimate that about 25% of national GDP is being subject to some additional COVID restrictions. And again, we need to watch out for the progression of the outbreak closely.Michael Zezas: When do you expect to see an easing of supply chain choke points and what factors could drive that easing? Daniel Blake: One of the points in the blue paper from late 2021 was the role on the demand side, the generous stimulus and acute shifts in spending patterns from COVID had in driving demand well above the world's productive capacity, even before you consider the supply disruptions we're seeing. So heading into summer 2022, we get the flip side, which is what our consumer analysts call the great reversion. Stimulus rolls off, fiscal spending does taper, and we see spending returning to categories like travel and tourism and leisure, as opposed to demand for goods and electronics. That may mean we get an outright contraction in some product segments. Now, this downturn may not be the best way, but it's the probably quickest way to get to an easing of supply chain choke points. And we are getting more evidence of this in order cuts across PC and smartphone in Asia. On the more constructive side, we're also seeing CapEx coming into areas like driving edge semiconductor foundry. But we'll also need to watch commodity markets, particularly as we've got agricultural trade channels into the European summer looking highly stressed. And we're seeing policy responses in some markets that are looking to prioritize domestic demand for industrial output and for agricultural output over export markets. So we don't think we're through the worst of this just yet. So we really need to watch for conditions to improve potentially later in 2022. Michael Zezas: Now let's zero in for a moment on some sector level observations. Semiconductors, for example, has been one of the sectors most in focus in the context of slowbalization. Can you talk about some of the particular challenges semis are facing in East Asia? Daniel Blake: There really are two dimensions, I think to this. One is the centrality of semiconductor companies at the leading edge and the concentration of global production in several key markets, and in particular in Taiwan and Korea. Now, when we look at the challenges here we can see policymakers in major capitals, in D.C. and Beijing, looking to try to encourage more localization, more internalization of supply chains. And that's putting some pressure, but also creating incentives for companies to add new capacity into the U.S., and we're seeing capacity coming into the Japanese market as well. So the challenge and opportunity I think for these leading companies is to try to manage those pressure points and protect return on invested capital as much as possible in the face of the need to strengthen and secure additional capacity in supply chains. The other element, which is important in terms of the challenges for semis, is more cyclical and we have seen a surge in demand, we've seen a build up of margins in the industry as it has benefited from this pull forward, from the work from home spending. And on the other side of that, we are going to see a downturn which is potentially exacerbated by the inventory buildup that has happened across the board in semis. Some semiconductor components are still in acute supply, but there are many that are not so disrupted, and when we look at the outlook we have seen inventory build up across the board. The risk is in the downturn, we start to see deeper order cuts because the inventory in aggregate is actually higher than what we've seen historically. Michael Zezas: Now shifting towards some macro level takeaways. The dynamic between the U.S. and China could be challenging, but is also creating potential opportunities for other countries such as Vietnam, India and Indonesia. Can you walk us through the tailwinds as well as the headwinds for these countries and what they're doing to take advantage of the situation? Daniel Blake: Yes, in Asia-Pacific, we have seen Vietnam already playing an important role for corporates as a complement to Chinese supply chains. It's smaller, but it's a natural extension of existing production facilities in China. But we've also seen policy and corporate momentum, the reform story, improving most notably in India, but also improving in Indonesia. And both markets have enacted quite deep and broad reform programs to lower corporate tax rates, to liberalize foreign direct investment rules, to invest in infrastructure and generally to make their market more attractive for multinational corporates as they're reassessing their supply chain strategy and looking to diversify. In terms of our preferences we are currently overweight Indonesia right now in our Asia Pacific, ex-Japan and Emerging Markets rankings. It benefits from strong commodity export dynamics and we also see long term opportunities coming through in terms of supply chain investments in Indonesia. But India has a very attractive long run story. If we can see continued execution, this market will present both domestic and export opportunities, and the production linked incentives being offered have been taken up by corporates and are helping to drive this foreign direct investment cycle. Michael Zezas: Daniel, thanks for taking the time to talk. It was great to have you here in person. Daniel Blake: Great speaking with you, Michael. Michael Zezas: And thanks for listening. For a look inside some of the human impacts of the recent supply chain disruptions, and how people are trying to resolve them, check out the latest season of Morgan Stanley's podcast "Now, What's Next?" on your podcast app of choice. If you enjoyed this show, please share Thoughts on the Market with a friend or colleague, or leave us a review on Apple Podcasts. It helps more people find the show.

Patrick Boyle On Finance
The Coming Food Catastrophe

Patrick Boyle On Finance

Play Episode Listen Later May 20, 2022 15:06


The widely accepted idea of a cost-of-living crisis does not begin to capture the gravity of what may lie ahead according to António Guterres, the UN secretary general.  He warned earlier this week that the coming months threaten “the spectre of a global food shortage” that could last for years. The high cost of staple foods has already raised the number of people who cannot be sure of getting enough to eat by 440m, to 1.6bn. Nearly 250m are on the brink of famine.Patrick's Books:Statistics For The Trading Floor:  https://amzn.to/3eerLA0Derivatives For The Trading Floor:  https://amzn.to/3cjsyPFCorporate Finance:  https://amzn.to/3fn3rvC Patreon Page: https://www.patreon.com/PatrickBoyleOnFinance Support the show

FreightCasts
Tackling Transportation Related Emission Visibility EP38 Net-Zero Carbon

FreightCasts

Play Episode Listen Later May 20, 2022 27:03


Danny Gomez, Managing Director of Financial and Emerging Markets at FreightWaves talks with Dominik Hengge Head of Product at Tracks about the basics of calculating emissions in transportation. They discuss how complex this seemingly straightforward task is and how critical third-party firms like Tracks will be in reducing the data sharing friction between shippers and carriers.With more than 60 years of experience in logistics innovation, Dunavant is a family-owned business that has the knowledge to ensure global and domestic shipping practices are efficient and effective. Dunavant generates supply chain proficiency with outstanding, attentive, and expedient customer service. For more information, visit Dunavant.com.Follow Net-Zero Carbon on Apple PodcastsFollow Net-Zero Carbon on SpotifyMore FreightWaves Podcasts

Value Investing with Legends
Allison Fisch - Unlocking Value in Emerging Markets

Value Investing with Legends

Play Episode Listen Later May 20, 2022 47:42


Welcome back to Season 7!   From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of 2021.   Outside of that, a lot has happened in the markets. We've seen significant drawdowns in some growth stocks, conversations are centered around inflation and stagflation, and the geopolitical situation is bleak after the atrocious Russian invasion of Ukraine.   For our upcoming episodes, we're exploring different aspects of how to navigate these difficult times. Joining us today to discuss the international dimension of investing in this situation is our guest, Allison Fisch.   Allison is Principal and Portfolio Manager at one of the great names in value, Pzena Investment Management. Pzena was founded in 1995 by Richard Pzena as a value-oriented investment management company and now has more than $50 billion of assets under management. Allison joined Pzena in 2001 after starting her career as a business analyst at McKinsey & Company. She earned a B.A. summa cum laude in Psychology and a minor in Drama from Dartmouth College where she was a member of the Phi Beta Kappa and Psi Chi national honor societies.   In this episode, Allison and I discuss how starting in management consulting created a great foundation for her investing career, how she developed her investing philosophy, why she's excited about opportunities for value in emerging markets, her approach to idea sourcing, risk management, and portfolio construction in emerging markets, and so much more!   Key Topics:   Welcome Allison to the show (1:27) Where Allison's interest in investment management started (2:46) The skills that often make management consultants great portfolio managers (4:01) Managing the transition from McKinsey to asset management (6:21) Being a generalist versus a specialist (8:39) How Allison developed her investment philosophy (11:27) Allison's journey from analyst to co-portfolio manager at Pzena (12:55) Pzena's idea sourcing strategy (15:52) Getting to the underlying value of businesses across geographies (17:39) Portfolio construction in emerging markets (21:49) Why value works better in emerging markets (27:27) How Allison thinks about policy and currency risk in emerging markets (30:52) Managing geopolitical risks in times of crisis (34:25) How to approach reentry into historically unstable markets (38:47) Integrating ESG into your investment philosophy (41:24) Huge opportunities for value investors (44:15) What Allison is reading right now (46:17) And much more!   Mentioned in this Episode:   Pzena Investment Management   Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

The MUFG Global Markets Podcast
What does the emerging market inflation experience signal for developed markets? The MUFG Global Markets Podcast

The MUFG Global Markets Podcast

Play Episode Listen Later May 20, 2022 8:04


Headline inflationary pressures hit key emerging markets early last year, generating hawkish monetary policy responses well ahead of developed markets. To the extent that inflationary dynamics are proving more global than anticipated, and with most key developed market central banks following emerging markets' monetary tightening cycles with around a one-year lag, it's possible that the evolving emerging markets inflation and rate cycles could offer valued guidance of what developed markets may experience in the coming months. Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers insights into the lessons learnt from the inflation experience in emerging markets and what this could entail for developed markets as the prospects of peak inflation moves into sight. Disclaimer: www.mufgresearch.com (PDF)

The Vitalize Podcast
Investing in Emerging Markets, Lessons from Raising a Second Fund, and the Story behind Those Twitter Threads, with Elizabeth Yin of Hustle Fund

The Vitalize Podcast

Play Episode Listen Later May 19, 2022 28:29


Justin Gordon (@justingordon212) talks with Elizabeth Yin (@dunkhippo33), Co-Founder and General Partner at Hustle Fund, a VC fund that invests in pre-seed software startups. Hustle Fund is often the first check into a startup or in the first round of funding. Beyond the usual criteria that VCs typically look for, they prioritize founders' speed of execution above all else. Per their name, they also make a fast decision after speaking with a company.Elizabeth is a tech entrepreneur turned startup investor. Her mission for the next 30-40 years is to democratize wealth through entrepreneurship. She also blogs about how to raise early stage capital. Previously, Elizabeth was a partner at 500 Startups where she invested in seed stage companies and ran the Mountain View accelerator. In a prior life, Elizabeth co-founded and ran an adtech company called LaunchBit (acq 2014). Elizabeth has a BSEE from Stanford and an MBA from MIT Sloan.Elizabeth has reviewed over 20k startup pitches from around the world in the last few years and has helped numerous portfolio founders raise hundreds of millions of dollars. Her work and writing on startup fundraising has been featured in numerous publications including TechCrunch, Forbes, Huffington Post, BetaKit, and more.Website: Hustle FundLinkedIn: linkedin.com/in/elizabethyin/Twitter: @dunkhippo33Elizabeth's Website: https://elizabethyin.com/ Show Notes: The transition from founder to investor and why Elizabeth doesn't actually see herself as a VC The variety of ways Hustle Fund is supporting founders and investors beyond investing capital Behind the scenes of developing Camp Hustle How Angel Squad came about and the power of angel investing communities Elizabeth's perspective on crowdfunding How Hustle Fund provides value and stands out in a crowded industry Becoming widely known for her Twitter threads What Hustle Fund looks for in their potential investments How they evaluate founders in emerging markets Lessons from raising a second fund Their fund strategy and portfolio construction What's next for Hustle Fund More about the show:The Vitalize Podcast, a show by Vitalize Venture Capital (a seed-stage venture capital firm and pre-seed 300+ member angel community open to everyone), dives deep into the world of startup investing and the future of work.Hosted by Justin Gordon, the Director of Marketing at Vitalize Venture Capital, The Vitalize Podcast includes two main series. The Angel Investing series features interviews with a variety of angel investors and VCs around the world. The goal? To help develop the next generation of amazing investors. The Future of Work series takes a look at the founders and investors shaping the new world of work, including insights from our team here at Vitalize Venture Capital. More about us:Vitalize Venture Capital was formed in 2017 as a $16M seed-stage venture fund and now includes both a fund as well as an angel investing community investing in the future of work. Vitalize has offices in Chicago, San Francisco, and Los Angeles.The Vitalize Team:Gale - https://twitter.com/galeforceVCCaroline - https://twitter.com/carolinecasson_Justin - https://twitter.com/justingordon212Vitalize Angels, our angel investing community open to everyone:https://vitalize.vc/vitalizeangels/

Investor Stories Podcast
Folge 172: P2P Kredite und Startups als aktive Beimischung zum ETF Portfolio

Investor Stories Podcast

Play Episode Listen Later May 18, 2022 39:33


Aleks Bleck lebt auf Zypern und nutzt P2P Kredite und Startup Investments als aktiven Rendite Kicker zur Beimischung seines ETF Portfolios. Im Interview diskutieren wir auch, warum er Emerging Markets übergewichtet und was das Problem von P2P Krediten in Fremdwährung ist. Shownotes Northern Finance YouTube Kanal: https://www.youtube.com/c/NorthernFinance Northern Finance Webseite: https://northern.finance/

Fintech Leaders
David Nangle, Managing Partner at VEF – Navigating a Bear Market, Running a Publicly Traded VC, & How to Invest in Emerging Markets

Fintech Leaders

Play Episode Listen Later May 17, 2022 30:01


Miguel Armaza sits down with David Nangle, Managing Partner at VEF (STO: VEFAB), one of the few publicly listed venture capital firms that exclusively invests in fintech across emerging markets, with a portfolio of $750 million of Net Asset Value covering  Brazil, Mexico, India, Pakistan, Zambia, and many more interesting countries. Some of the companies they've backed include Creditas, Konfio, Tinkoff, Jumo, and Minu.In this episode, we discuss:Benefits and challenges of a permanent capital structure and why being a publicly listed firm, better prepares VEF to invest in emerging markets with a very long-term lens.The opportunity of fintech in emerging markets and why Dave considers Brazil to be one of the most attractive fintech markets around the world.Navigating this bear market. How growth and pre-IPO companies should be adapting to this reality and why it could help all entrepreneurs to adopt an ‘emerging market mindset'.Dave's advice for new incoming emerging market investors… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join  32,000+ readers around the world!Miguel Armaza is Co-Founder & Managing General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIpqp

The Meb Faber Show
#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who's Made Over 1,400 Investments

The Meb Faber Show

Play Episode Listen Later May 16, 2022 57:15


Today's guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare Solutions. In today's episode, we talk with someone who's made over 1,400 investments – yes, you heard that right. Sajid shares his journey of breaking into the VC world and then dives in to what he's excited about today. He touches on areas like Africa, India, Nigeria, Pakistan, and Bangladesh, and explains what makes each place unique. Then he explains why he's bullish on fintech, logistics, and edtech, and shares some of his investments he's excited about today. As we wind down, Sajid shares why he's especially bullish on Web3 companies coming out of India. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

The Top Entrepreneurs in Money, Marketing, Business and Life
Genius Founder Hits $10m Revenue With Just $3.2m Raised

The Top Entrepreneurs in Money, Marketing, Business and Life

Play Episode Listen Later May 16, 2022 17:03


Stand Up! with Pete Dominick
Dr Arthur Caplan and Dave Rothkopf Episode 604

Stand Up! with Pete Dominick

Play Episode Listen Later May 16, 2022 63:58


Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 800 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more David Rothkopf is the CEO of The Rothkopf Group, 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 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 a number of 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. Dr Arthur Caplan who is currently the Drs. William F and Virginia Connolly Mitty Professor and founding head of the Division of Medical Ethics at NYU School of Medicine in New York City. Prior to coming to NYU School of Medicine, Dr. Caplan was the Sidney D. Caplan Professor of Bioethics at the University of Pennsylvania Perelman School of Medicine in Philadelphia, where he created the Center for Bioethics and the Department of Medical Ethics. Caplan has also taught at the University of Minnesota, where he founded the Center for Biomedical Ethics, the University of Pittsburgh, and Columbia University.  He received his PhD from Columbia University Follow Dr Caplan on Twitter and let him know you heard him here! Check out all things Jon Carroll Follow and Support Pete Coe   Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page

Good Investing Talks
David Nangle, how do Creditas and Konfio contribute to VEF's success?

Good Investing Talks

Play Episode Listen Later May 13, 2022 74:09


VEF is the Emerging Markets Fintech investor. The Sweden-listed company is investing in Fintech assets in Emerging Markets. After one year I did a follow-up discussion with CEO Dave Nangle.

Primary Vision Network
THE ECONOMY - Europe's Cost of Living Ripping Higher, Will the U.S. GDP be Negative in Q2?, When Will the Consumer Stop Spending?, Europe's Cost of Living Ripping Higher, India Inflation Spike & China's Slowdown Impact on Global Markets

Primary Vision Network

Play Episode Listen Later May 12, 2022 101:22


/// Get The National Frac Spread Count on Friday! Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

Carolinas Luxury Real Estate
Emerging Markets Report for Asheville, NC

Carolinas Luxury Real Estate

Play Episode Listen Later May 12, 2022 14:49


On today's episode #58, we talk with Jonathan Hunter about the Emerging Markets for Asheville, NC.  You can find more Information on the firm at www.ivesterjackson.com.  Jonathan Hunter Email: jhunter@ijbproperties.com Phone: 828.606.4160

Democracy That Delivers
Democracy that Delivers #326: Emerging Leaders in Africa

Democracy That Delivers

Play Episode Listen Later May 11, 2022 29:47


Imaobong Akpan-Ita and Adia Armstrong from CIPE's Africa team join their Regional Director, Lars Benson, as well as co-hosts Zoe Watkins and Autumn Moore from the Communications Department. This is the latest episode of Democracy that Deliver's "Emerging Leaders" mini-series featuring up-and-coming change-makers. Imaobong and Adia talk about their role models, give advice for fellow young professionals, and discuss their projects with CIPE and more. Featured Resources: The Informal Sector: Facing Crisis on the Outside of the System Investigating Intersections: Spatial Inequality, Incentives, and Informality Steps to Help the Underground Economy Survive a Pandemic Public Perception of Economic and Social Reforms in Bolivia Corporate Governance for Emerging Markets 

Fidelity Answers: The Investment Podcast
Rich Pickings: No easy answers - the ESG questions raised by the Russia-Ukraine war

Fidelity Answers: The Investment Podcast

Play Episode Listen Later May 11, 2022 34:04


From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss how companies can navigate these challenges, and the implications for asset allocation. With additional contributions from Fidelity's Global Chief Investment Officer AndrewMcCaffery, and analysts Ben Eaton and Calum Emslie.  See omnystudio.com/listener for privacy information.

Outliers with Daniel Scrivner
Investor Spotlight: Driehaus Capital – Investing in Emerging Markets and The Great Pendulum Shift with Howie Schwab, Lead Portfolio Manager for Emerging Markets Growth

Outliers with Daniel Scrivner

Play Episode Listen Later May 11, 2022 71:36


“I think it's true everywhere, but data shows it's particularly true in emerging markets, which is that the persistence of risk is generally higher than the persistence of return.” – Howie Schwab Howie Schwab is the lead portfolio manager for the Emerging Markets Growth strategy at Driehaus Capital. He is also a portfolio manager for the Emerging Markets Small Cap Equity and Emerging Markets Opportunities strategies, and he has also served as co-portfolio manager for the Driehaus International Small Cap Growth strategy.  Show notes with links, quotes, and a transcript of the episode: https://www.danielscrivner.com/notes/driehaus-capital-investing-emerging-markets-howie-schwab-spotlight-show-notes Topics discussed with Howie Schwab 00:02:20 – Howie's background and work at Driehaus Capital 00:06:52 – The lure of emerging markets 00:12:20 – A behavioral focus in investing 00:19:30 – Seeing patterns and avoiding fraud 00:24:12 – Researching and publishing market analysis 00:43:21 – The state of financial assets today 00:49:41 – The future and financial repression 00:56:42 – The shift in voting demographics and its economic impact 01:02:14 – Advice for investors Sign up here for Outlier Debrief, our weekly newsletter that highlights the latest episode, expands on important business and investing concepts, and contains the best of what we read each week. Follow Outlier Academy on Twitter: https://twitter.com/outlieracademy. If you loved this episode, please share a quick review on Apple Podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barefoot Innovation Podcast
Castles and Sandboxes: The Gates Foundation's Konstantin Peric

Barefoot Innovation Podcast

Play Episode Listen Later May 10, 2022 69:08


How do you solve the biggest, hardest problems in the world? Usually, we just don't. They persist. Today, though, we live in an age that's putting powerful new technologies into our hands, opening up ways to make seemingly impossible solutions suddenly, theoretically, possible – if we can put them to use. These are the challenges that get taken up by the Bill and Melinda Gates Foundation. In financial services, the foundation's goal is to achieve full financial inclusion by bringing all the excluded people in the world's emerging markets into the formal financial system… thereby unlocking massive gains in human wellbeing, everywhere. My guest today is a leader in that work. He is Kosta Peric, the foundation's Deputy Director of Financial Services for the Poor, and in this episode, he talks to us about the art of how to do this uniquely difficult type of problem solving.

UBS On-Air
Top of the Morning: Investing in Emerging Markets - Stick to your plan

UBS On-Air

Play Episode Listen Later May 6, 2022 14:24


Our conversation outlines how to be invested in the asset class against a volatile global macro backdrop, with many unknowns ahead of us in the second-half of the year. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

FidelityConnects
The emerging markets thesis in 2022 - Amit Goel

FidelityConnects

Play Episode Listen Later May 6, 2022 25:00


Joining us today for an insightful discussion on emerging markets is Amit Goel, portfolio manager with Fidelity International. Amit is based in Singapore and has over 15 years of experience covering emerging markets equities. He is a member of the Global Emerging Markets team and manages several Emerging Market strategies. Historically, emerging markets have presented strong opportunities to capture higher returns in fast-growing regions. But with ever-present challenges facing the global economy - including growing geopolitical risks, inflationary pressures, and a slowdown in China - many are wondering if this thesis still holds true. So, given that different regions have varying investment risks, how should investors approach investing in emerging markets? And how will consumers in emerging markets be affected by higher inflation and rising rates? Amit shares his insights today with host Pamela Ritchie. Recorded on April 28, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca. FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics' Advisor Digital Experience Study.

Barefoot Innovation Podcast
Rajesh Bansal CEO, Reserve Bank Innovation Hub

Barefoot Innovation Podcast

Play Episode Listen Later May 5, 2022 46:43


My guest today is one of the world's leading innovators in this effort. Rashesh Bansal is the CEO of the Reserve Bank of India's Innovation Hub. In April, AIR worked with the RBIH and other partners on the Swanari TechSprint, named for the Hindi word meaning “self-reliant woman.”  I'm excited to have Rajesh on the show today to share a perspective that is  fascinating on so many dimensions. It's a story of a bold new innovation strategy  invented by a major central bank. It's a story about taking TechSprints to a whole new level as a method of regulatory innovation. It's a story about the incredible power of public/private collaboration and co-creation of solutions for intractable problems. And it's a story about new ideas for how to achieve full financial inclusion, in general and specifically for women.

First Look ETF
First Look ETF: The Investment Case for ECommerce Stocks in Frontier and Emerging Markets

First Look ETF

Play Episode Listen Later May 5, 2022 12:08


In this episode, Stephanie Stanton @ETFguide speaks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the newly launched  India Internet & Ecommerce ETF (NYSE: INQQ), plus the Next Frontier Internet + Ecommerce ETF (NYSE: FMQQ) and Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ). Learn more about INQQ and it's portfolio strategy here: https://inqqetf.com/Learn more about FMQQ and it's portfolio strategy here:https://fmqqetf.com/Learn more about EMQQ and it's consumer focused strategy here: https://www.emqqetf.com/#FrontierMarkets #ECommerce #IndiaStocks

IG Trading the Markets
Is it a good time to invest in emerging markets?

IG Trading the Markets

Play Episode Listen Later May 4, 2022 16:19


In this edition of IG's trading the markets podcast, Daniela Sabin Hathorn is joined by Kevin Carter, founder and Chief Investment Officer of The Emerging Markets Internet & Ecommerce ETF. Kevin gives some compelling arguments as to why the tech sector in emerging markets is so appealing to investors who are starting to venture outside of the traditional tech companies in developed economies, with consumers in some of these countries only now coming online for the first time, creating a lot of opportunity for investors.

Rich Pickings: Fidelity's Asset Allocation Podcast
No easy answers: The ESG questions raised by the Russia-Ukraine war

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later May 3, 2022 34:04


From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss how companies can navigate these challenges, and the implications for asset allocation. With additional contributions from Fidelity's Global Chief Investment Officer AndrewMcCaffery, and analysts Ben Eaton and Calum Emslie.  See omnystudio.com/listener for privacy information.

Away from the Noise
Emerging Market Opportunities – Delayed but not Cancelled

Away from the Noise

Play Episode Listen Later Apr 27, 2022 22:07


Emerging markets equities have had a rough ride in recent years. Yet disciplined security selection can add value to a diversified portfolio.

The tastytrade network
Today's Assignment - April 27, 2022 - Trade an Emerging Market in EWZ

The tastytrade network

Play Episode Listen Later Apr 27, 2022 27:08


The tastytrade network
Today's Assignment - April 27, 2022 - Trade an Emerging Market in EWZ

The tastytrade network

Play Episode Listen Later Apr 27, 2022 27:59


Moody's Talks - Inside Emerging Markets
Frontier markets most exposed to heightened risk aversion; CIS credit quality at risk

Moody's Talks - Inside Emerging Markets

Play Episode Listen Later Apr 27, 2022 14:27


In this episode of Moody's Talks – Emerging Markets Decoded, Christian de Guzman and Elisa Parisi-Capone from the Sovereign team join host Thaddeus Best to discuss how Russia's military conflict with Ukraine is affecting Commonwealth of Independent States (CIS) sovereigns, as well as what stress tests on borrowing costs, exchange rates and capital flows tell us about the sovereigns most exposed to heightened risk aversion.Related content on Moodys.com (some content only available to registered users or subscribers): Sovereigns – Commonwealth of Independent States: Sharp recession in Russia poses immediate sustained risks to CIS credit qualitySovereigns – Global: Frontier, oil-importing MENA sovereigns are most exposed to an extended funding shockEmerging Markets – Global Russia-Ukraine shock amplifies pandemic-led credit deterioration for many sovereigns

Art of Boring
Playing the plan: Mawer's emerging markets equity portfolio | EP107

Art of Boring

Play Episode Listen Later Apr 27, 2022 21:23


Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing
Sumi Das (CapitalG) - How to invest in consumer tech in both U.S. and emerging markets, when does the growth stage start, and the advantages of having a single LP structure

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing

Play Episode Listen Later Apr 26, 2022 29:53


My guest today is Sumi Das, who is a Partner at CapitalG. CapitalG is Alphabet's independent growth fund. Some of their investments include Airbnb, Lyft, and Duolingo. We discuss CapitalG's relationship to Google, Google Ventures, and the advantages of a single LP, Sumi spends alot of time not only thinking about consumer opportunities in North America,, but also in emerging markets so we focus on some of the differences building consumer technology and evaluating opportunities in different regions and what makes technology transferable to other markets and not transferable. Without further ado, here's Sumi. Here are some of the questions I ask Sumi: What was your interest in technology? How did you end up at CapitalG, and also, can you tell us a little about what CapitalG is and your relationship to Alphabet and Google?The future is mobile - what's the future today? What's your definition of growth-stage investing?How big can this market be? Can they scale to adjacent markets? How do you think about the differences when investing and building companies in emerging markets vs. the U.S.?What makes a piece of technology transferable into other markets? What type of market do you have to start by building everything at the same time vs. focusing on one specific use case? How does this translate into your theory of when it makes sense to bundle vs. unbundle? How does scale look different? When you're investing in emerging markets, what consumer characteristics are you looking for or are appealing? How do you think about engineering talent abroad and recruiting for your companies? How do you think about valuations at the growth stage in this current market? They say that growth stage happens when you have product-market fit. How do you analyze on a deeper level if a company does have product-market fit and the depth of that connection? What's one thing you would change about VC?l What's one book that inspired you personally and one book that inspired you professionally?Professionally - Sam Walton biography What's the best piece of advice you've received? What's one piece of advice you have for founders?

Thoughts on the Market
Jonathan Garner: Looking for Alternatives to Emerging Markets

Thoughts on the Market

Play Episode Listen Later Apr 22, 2022 3:36


Forecasts for China and other Emerging Markets have continued on a downtrend, extending last year's underperformance, meaning investors might want to look into regions with a more favorable outlook.Important note regarding economic sanctions. This research references country/ies which are generally the subject of selective sanctions programs administered or enforced by the U.S. Department of the Treasury's Office of Foreign Assets Control (“OFAC”), the European Union and/or by other countries and multi-national bodies. Users of this report are solely responsible for ensuring that their investment activities in relation to any sanctioned country/ies are carried out in compliance with applicable sanctions.-----Transcript-----Welcome to Thoughts on the Market. I'm Jonathan Garner, Chief Asia and Emerging Markets Equity Strategist for Morgan Stanley Research. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the key reasons why we recently reiterated our cautious stance on overall emerging market equities and also China equities. It's Friday, April 22nd at 8:00 p.m. in Hong Kong. Now, emerging market equities are underperforming again this year, and that's extending last year's underperformance versus developed market equities. And so indeed are China equities, the largest component of the Emerging Market Equities Index. This is confounding some of the optimism felt by some late last year that a China easing cycle could play its normal role in delivering a trend reversal. We have retained our cautious stance for a number of reasons. Firstly, the more aggressive stance from the US Federal Reserve, signaling a rapid move higher in US rates, is leading to a stronger US dollar. This drives up the cost of capital in emerging markets and has a directly negative impact on earnings for the Emerging Markets Index, where around 80% of companies by market capitalization derive their earnings domestically. Secondly, China's own easing cycle is more gradual than prior cycles, and last week's decision not to cut interest rates underscores this point. This decision is driven by the Chinese authorities desire not to start another leverage driven property cycle. Meanwhile, China remains firmly committed to tackling COVID outbreaks through a lockdown strategy, which is also weakening the growth outlook. Our economists have cut the GDP growth forecast for China several times this year as a result. Beyond these two factors, there are also other issues at play undermining the case for emerging market equities. Most notably, the strong recovery in services spending in the advanced economies in recent quarters is leading to a weaker environment for earnings growth in some of the other major emerging market index constituents, such as Korea and Taiwan. They have benefited from the surge in work from home spending on goods during the earlier phases of the pandemic. Meanwhile, the geopolitical risks of investing in emerging markets more generally have been highlighted by the Russia Ukraine conflict and Russia's removal from the MSCI Emerging Markets Index. So what do we prefer? We continue to like commodity producers such as Australia and Brazil, which are benefiting from high agricultural, energy and metals prices. We also favor Japan, which, unlike emerging markets, has more than half of the index deriving its earnings overseas and therefore benefits from a weaker yen. Thanks for listening. If you enjoy the show, please leave us a review on Apple Podcasts and share Thoughts on the Market with a friend or colleague today.

Long Reads Live
Why Crypto Matters for Emerging Markets

Long Reads Live

Play Episode Listen Later Apr 22, 2022 15:51


  This episode is sponsored by Nexo.io, Arculus and FTX US.    Today on “The Breakdown,” NLW covers two topics. First, he looks at a new Chainalysis report on which countries realized the biggest crypto gains in 2021, and specifically how that list differs from the rank of countries by GDP. Second, he looks at new sanctions on mining firm BitRiver and what it means for the geopolitics of bitcoin mining.  - From cash to crypto in no time with Nexo. Invest in hot coins and swap between exclusive pairs for cash back, earn up to 17% interest on your idle crypto assets and borrow against them for instant liquidity. Simple and secure. Head on to nexo.io and get started now. - Arculus™ is the next-gen cold storage wallet for your crypto. The sleek, metal Arculus Key™ Card authenticates with the Arculus Wallet™ App, providing a simpler, safer and more secure solution to store, send, receive, buy and swap your crypto. Buy now at amazon.com. - FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today. - Consensus 2022, the industry's most influential event, is happening June 9–12 in Austin, Texas. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code BREAKDOWN to get 15% off your pass at www.coindesk.com/consensus2022. - “The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsor is “I Don't Know How To Explain It” by Aaron Sprinkle. Image credit: Vasil Dimitrov/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.   

The MUFG Global Markets Podcast
Stagflation trepidation is accelerating across emerging markets: The MUFG Global Markets Podcast

The MUFG Global Markets Podcast

Play Episode Listen Later Apr 22, 2022 8:11


Expectations for emerging markets were already downbeat at the start of year, centred on stagflation trepidation. However, four months into 2022 and the outturn has been much worse than anticipated. Extensive negative supply-side disruptions, the war in Ukraine, rising commodity prices and a less supportive global liquidity backdrop have markedly deteriorated the EM inflation-growth trade-off. A drawn-out inflation challenge with more rate hikes, tighter financial conditions and higher borrowing costs leaves a precarious outlook for emerging markets. Ehsan Khoman, Head of Emerging Markets Research (EMEA), advocates that such an environment favours a bottom-up selection process to differentiate outperformers. Listen in to this week's podcast as Ehsan elaborates which emerging markets offer the best risk-reward opportunities at the current juncture. Disclaimer: www.mufgresearch.com (PDF)

Vaughan Nelson Investment Management
Ep.167: (04.22.22) Q1 2022 Emerging Markets Recap

Vaughan Nelson Investment Management

Play Episode Listen Later Apr 22, 2022 10:09


Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy's 1st Quarter of 2022.

Primary Vision Network
THE ECONOMY - IMF Takes Down Growth Estimates- But Still More to Go, Bonds Flash Warnings... Does Anyone Care?, Housing Data Worsens into Key Buying Season, European PPI Spikes Again, China GDP Beat? Retail Sales Miss+PBoC Limits Action

Primary Vision Network

Play Episode Listen Later Apr 21, 2022 77:50


Primary Vision is now offering a subscription service to the Primary Vision Research Portal with both complimentary and paid tiers available. The complimentary tier will offer access to our YouTube content, program highlights and our National Frac Spread Count. The paid tiers will offer access to our commentary, insights, data, Frac Spread Count products and so much more in the coming months.Get started today: primaryvision.co

Late Confirmation by CoinDesk
BREAKDOWN: Why Crypto Matters for Emerging Markets

Late Confirmation by CoinDesk

Play Episode Listen Later Apr 21, 2022 15:50


A look at which countries are seeing outsized crypto gains relative to GDP.This episode is sponsored by Nexo.io, Arculus and FTX US. Today on “The Breakdown,” NLW covers two topics. First, he looks at a new Chainalysis report on which countries realized the biggest crypto gains in 2021, and specifically how that list differs from the rank of countries by GDP. Second, he looks at new sanctions on mining firm BitRiver and what it means for the geopolitics of bitcoin mining. -From cash to crypto in no time with Nexo. Invest in hot coins and swap between exclusive pairs for cash back, earn up to 17% interest on your idle crypto assets and borrow against them for instant liquidity. Simple and secure. Head on to nexo.io and get started now.-Arculus™ is the next-gen cold storage wallet for your crypto. The sleek, metal Arculus Key™ Card authenticates with the Arculus Wallet™ App, providing a simpler, safer and more secure solution to store, send, receive, buy and swap your crypto. Buy now at amazon.com.-FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today.-Consensus 2022, the industry's most influential event, is happening June 9–12 in Austin, Texas. If you're looking to immerse yourself in the fast-moving world of crypto, Web 3 and NFTs, this is the festival experience for you. Use code BREAKDOWN to get 15% off your pass at www.coindesk.com/consensus2022.-“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell, research by Scott Hill and additional production support by Eleanor Pahl. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. The music you heard today behind our sponsor is “I Don't Know How To Explain It” by Aaron Sprinkle. Image credit: Vasil Dimitrov/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Carolinas Luxury Real Estate
Emerging Markets Report for Charlotte and Lake Norman

Carolinas Luxury Real Estate

Play Episode Listen Later Apr 21, 2022 16:15


On today's episode #57, we talk with Reed Jackson about the Emerging Markets for Charlotte and Lake Norman.  You can find more Information on the firm at www.ivesterjackson.com.   

The Real Investment Show Podcast
Lance's Best Bets for Investing Today

The Real Investment Show Podcast

Play Episode Listen Later Apr 21, 2022 4:39


(4/21/22) The Major Cap companies' earnings reports are just part of the overall investing picture. The S&P is setting up to rally to previous highs, but because the Fed is about to start hiking rates, we're expecting continued pressure on equity prices. The NASDAQ is over-sold, like the S&P, but still trading below its 50-DMA. Tech stocks have been under more pressure, lately. A lift to the S&P will also drag the NASDAQ up, as well. Disinflationary pressure in the economy will also lead to a rotation back into growth stocks, which tend to do better in a disinflationary environment. Small-Cap stocks are the most-impacted by slower economic growth, higher interest rates, and inflation; subsequently, these have been really under-performing the larger-cap indexes. Small-Caps are about half-way through the cycle from over-sold to over-bought, and have shown improved performance. Long-term trends have not been favorable. Mid-Caps look almost identical to Small-Caps--a lot of under-performance relative to the S&P. Emerging Markets continue to be under pressure from slower economic growth, inflation, and the war in Ukraine. Use any bounce here to reduce your exposure. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=3DU8dHQic1Y&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CorporateEarnings #MidCaps #SmallCaps #EmergingMarkets #Inflation #Liquidity #ConsumerSpending #Markets #Money #Investing

Equity Research at Work
2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

Equity Research at Work

Play Episode Listen Later Apr 20, 2022 21:22


Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity See acast.com/privacy for privacy and opt-out information.

Many Happy Returns
Emerging Markets: Is it time to invest?

Many Happy Returns

Play Episode Listen Later Apr 20, 2022 43:17


Emerging Markets promised investors better returns and broader diversification. But growth has stalled in recent years, with heightened volatility and uncertainty. This week we look at what risks and opportunities are involved with investing in Emerging Markets and what role they should play in our portfolio. We discuss the unique position of China, the impact of tighter Fed monetary policy on developing countries, and the distinction between Emerging and Frontier markets. The Dumb Question of the Week is "How do ETFs actually work?" Episode topics 00:00 - Introduction 00:37 - Emerging Markets 32:25 - Dumb question of the Week: How do ETFs actually work? Get in touch

Just Tap In with Emilio Ortiz
(#009) Mo Gawdat - Secret to Happiness | Scary Smart: The Future of Artificial Intelligence

Just Tap In with Emilio Ortiz

Play Episode Listen Later Apr 19, 2022 58:59


Mo Gawdat is a happiness pioneer, former Chief Business Officer of Googe [X] (Google's elite team of engineers that comprise Google's futuristic “moonshot factory” of innovation), and a global thought leader whose mission is to make one billion people happier (#onebillionhappy). He's the founder of One Billion Happy, and an Egyptian serial entrepreneur who has co-founded more than 20 companies in fields such as health and fitness, food and beverage, and real estate.   Mo Gawdat is the author of “Solve for Happy: Engineering Your Path to Joy” (2017). Through his 12-year research on the topic of happiness, he created an algorithm and a repeatable well-engineered model to reach a state of uninterrupted happiness regardless of the circumstances of life. Mo's happiness model proved highly effective. And, in 2014, was put to the ultimate test when Mo lost his son Ali to a preventable medical error during a simple surgical procedure. With his son's unexpected passing, Mo began to see life in a different light. Keeping Ali's tattoo in mind, The Gravity of Battle Means Nothing to Those at Peace, he set out to discover the perfect equation for happiness. Mo has an impressive combined career of 27 years, starting at IBM Egypt as a Systems Engineer before moving to a sales role in the government sector. Venturing into the UAE, Mo joined NCR Abu Dhabi to cover the non-finance sector. He then became acquainted with the consumer goods industry as Regional Manager of BAT. At Microsoft, he assumed various roles over a span of seven and a half years, in his last role at Microsoft he headed the Communications Sector across Emerging Markets worldwide. His latest book is Scary Smart: The Future of Artificial Intelligence and How You Can Save Our World, a roadmap detailing how humanity can ensure a symbiotic coexistence with AI when it inevitably becomes a billion times smarter than we are. ✦ Topics Discussed  Escaping Hedonic Treadmill  Waking up in the Rat Race False Expectations & Brain Mechanism The Algorithm for Happiness Ali's Departure From Earth What Is Suffering? Will Artificial Intelligence take over?  What will A.I. mean for humanity's future?  How should we parent and raise A.I.?  Bringing the feminine back into society   ✦ Guest: Mo Gawdat Buy Latest Book: Scary Smart Book: Solve For Happy Website Instagram YouTube Twitter  Slo Mo Podcast #OneBillionHappy   ✦ Host: Emilio Ortiz Instagram | https://bit.ly/35fkcJx  Twitter | https://bit.ly/35hMMda Subscribe to YouTube Channel    Special Offerings to Support the Show: Receive 15% off any purchase from Ra Optics, the world's best blue-light-blocking glasses. Use our code "justtapin" at checkout for your special discount -  https://lddy.no/12v75    Our mission at Just Tap In is to bridge the new consciousness and empower, inspire, and uplift the next generation of leaders to co-create the New Earth. Business Inquires: emortiz0717@gmail.com   

Oil and Gas Onshore Podcast
Brown Chicken, Brown Cow and Power Infrastructure with Petra Reyes, Emerging Markets Manager at Power Infrastructure Partners, EP 169

Oil and Gas Onshore Podcast

Play Episode Listen Later Apr 19, 2022 55:19


In this episode our host Justin Gauthier sits down with Petra Reyes, Emerging Markets Manager at Power Infrastructure Partners to discuss her journey in the energy space while sharing why she loves living and being from Midland, TX. Petra is the Emerging Markets Manager at Power Infrastructure and is passionate about helping companies achieve their power and electricity goals. LinkedIn profile link: https://www.linkedin.com/in/petrapetro/   Website link: http://www.pip-tx.com/   This episode is made possible by Endress+Hauser  Brought to you on Oil and Gas Global Network, the largest and most listened-to podcast network for the oil and energy industry. More from OGGN ... Podcasts LinkedIn Group LinkedIn Company Page Get notified about industry events

In House Warrior
This Is Not The End of Globalization As We Know It With Harry Broadman, Chair, Emerging Markets and Partner, Berkeley Research Group With Host Richard Levick of LEVICK

In House Warrior

Play Episode Listen Later Apr 19, 2022 40:46


This Is Not The End of Globalization As We Know It With Harry Broadman, Chair, Emerging Markets and Partner, Berkeley Research Group With Host Richard Levick of LEVICK: Harry Broadman, an economist who has been working on international economics, trade and sanctions issues for more than 40 years, preceding his roles as Chief of Staff for the President's Council of Economic Advisors and U.S. Assistant Trade Representative for the Executive Office of the President in the early 1990's, joins host Richard Levick of LEVICK. He provides unique insights into what Russia's invasion of Ukraine means for globalization, the world economy and trade as well as it's unique economic impact on Germany, a key NATO ally; India and on China's economic and political thinking.

Vietnam Innovators
S3#3 Ben Joe, Vice President, Meta: The interplay of metaverse and business opportunities

Vietnam Innovators

Play Episode Listen Later Apr 19, 2022 28:05


Currently the Vice President, Southeast Asia and Emerging Markets at Meta, Ben Joe is taking leadership roles in building businesses, communities, and partnerships across Southeast Asia and emerging countries in APAC.In episode 3, Ben will talk about Meta's vision of the metaverse, how metaverse is able to deliver a fully immersive experience to connect users, and the incredible e-commerce opportunities opened up to businesses, especially the creator community.Watch full episode on YouTube: https://youtu.be/j3PSjDLgJ4EA big thanks to our sponsor Jio Health for making this episode of Vietnam Innovators possible.With a comprehensive healthcare ecosystem, Jio Health integrates technology to optimize the examination experience for their customers. The Jio Smart Clinic provides a multi-specialty clinic experience with a team of elite doctors and cutting-edge technologies. With the Series B investment of up to 20 million USD, Jio Health is coming closer to expanding their Smart Clinics system nationwide.

The Defiant
Jill Gunter Talks Crypto's Role in Emerging Markets and Building Scaling Solution Espresso Systems

The Defiant

Play Episode Listen Later Apr 18, 2022 61:14


Jill Gunter is the co-founder and chief strategy officer at scaling solution Espresso Systems and a venture partner at Slow Ventures. She became interested in Bitcoin via her experience with Latin American markets — which is somewhat of a pattern in the space. She was a debt trader at Goldman Sachs, focusing on Argentina and Venezuelan bonds, and saw crypto's potential to help those in corrupt or repressive regimes. She continued exploring how crypto can help skirt currency controls and enable more global and efficient markets, and we discuss how those themes are playing out right now in the war in Ukraine. We talk about how Jill went from Wall Street to crypto, and from VC to founder. Her latest venture is Espresso Systems, which aims to bring scalability and privacy to web3. Thanking our podcast sponsors: 0x/Matcha makes sure you're getting the best possible price by routing trades over various DEXs, without taking commissions. Head over to matcha.xyz/defiant. Eden Network is a next-generation private transaction service for Ethereum, providing traders with MEV protection by submitting transactions directly to miners and away from the prying eyes of harmful bots. 1inch finds the best rates across multiple networks. Why use a single DEX when you can use them all? Find your best deal at 1inch. Sperax has created $USDs, the stablecoin that generates passive income for holders. Thanks to the Auto-Yield feature, it pays to hold $USDs. Try it yourself here!

Trillions
The Great Emerging Markets Debate

Trillions

Play Episode Listen Later Apr 14, 2022 43:08


This past year has reminded everyone why they're called “emerging” markets. But it's gone further this time, with investors questioning whether they even want to own anything in countries ruled by authoritarian governments, such as those in Russia and China. The conversation, in other words, has evolved.  On this week's episode of Trillions, we recorded live from the Exchange conference in Miami with Perth Tolle, founder of Life + Liberty Indexes, Jeremy Schwartz, chief information officer of WisdomTree and Bloomberg reporter Katie Greifeld. Tolle and Schwartz have a friendly debate about whether China and Russia deserve a spot in a portfolio. We also discuss currency-hedged exchange-traded funds and life as a small ETF issuer. See omnystudio.com/listener for privacy information.

The Real Investment Show Podcast
Will an Over-sold Market lead to a Bounce?

The Real Investment Show Podcast

Play Episode Listen Later Apr 13, 2022 4:05


(4/13/22) Markets are back on a sell-signal, and getting back to an over-sold condition, suggestive of a bounce. Coming on the heels of the hottest inflation print since 1981, markets are working to hold support at the 50-DMA. This pattern is not just confined to the S&P 500; International markets are continuing into a very negative downtrend, Emerging Markets have performed terribly this year,. In fact, International and Emerging Markets have been under-performing the S&P since 2009, and we have recommended against investments in these areas for the past year. Small Caps are over-sold and on a sell-signal, and this group's performance has been markedly worse than domestic stocks. And there's not much difference in Mid-Caps, either, also on a sell-signal and very over-sold. Rising interest rates, high inflation, and a lack of new orders will weigh on earnings prospects as the economy begins to slow down. Small- and Mid-caps tend to be better performers in the early stages of a recovery...not so much when things are winding down in the late stages of an economic cycle. We are remaining more focused on Large-caps and domestic stocks for a safety dividend income play, and more defensively positioned than for growth. That will change later in the year as deflationary pressure come to bear, at which time we will shift from defense to growth, particularly in companies that can grow earnings in a slower economy. -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=o1mMvLjMFn4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #MarketBounce #LargeCap #MidCap #SmallCap #InternationalStocks #EmerginMarkets #Inflation #Deflation #EconomicSlowDown #Markets #Money #Investing

Moody's Talks - Inside Emerging Markets
Higher energy prices will delay carbon transition; Mexico's energy policy will raise costs

Moody's Talks - Inside Emerging Markets

Play Episode Listen Later Apr 13, 2022 20:10


In this episode of Moody's Talks – Emerging Markets Decoded, Steve Wood from the Corporates team joins host Ariane Ortiz-Bollin to discuss how the Russia-Ukraine conflict is affecting the global oil and gas sector, and what this means for carbon transition. Plus, Adrian Garza from the Project and Infrastructure Finance team discusses how a major policy shift in Mexico's energy sector will delay the move to cleaner energy, weighing on the sovereign, companies and banks.Related content on Moodys.com (some content only available to registered users or subscribers): Oil & Gas – Global: FAQ on how ESG considerations affect energy sector credit quality Carbon Transition – Mexico: Policy shift will dampen private investment, delaying country's path to cleaner energy

Capital Ideas Investing Podcast
International investing in volatile markets

Capital Ideas Investing Podcast

Play Episode Listen Later Apr 8, 2022 47:01


A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios in light of these changes. Related resources: 10 investment themes for 2022  Ebook: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com.  For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, visit capitalgroup.com/ca for Capital Group insights. 

How to Lend Money to Strangers
Purposeful BNPL in an emerging market, with Mark McChlery (PayJustNow)

How to Lend Money to Strangers

Play Episode Listen Later Apr 7, 2022 34:43


My career in consumer credit started in South Africa, a little over twenty years ago, when making access to credit fairer for the lower tiers of the economic pyramid meant investing resources to build better credit scores so that we could bring our rates below the statutory maximum. We were young and idealistic, but still, by starting with a lender's mindset we figured that the answer lay in an iteration of small improvements that might bring APRs down little by little. And perhaps, if I was asked then where rates would be today, success would have seen average APRs down from around 60% to maybe 40%, or even 30% if I'd been feeling optimistic. But not 0%. Of course not, that would've been crazy. Except, as it turns out, it wasn't. By re-imaging what a budgeting tool could look like, PayJustNow, a South African BNPL with a purpose, have created an interest-free three-month instalment offering for those often overlooked by the big credit ptoviders. In this episode, I speak to Mark McChlery (co-founder Chief Data and Analytics Officer) to hear about the philosophy behind the business, and how they're building tools for consumers and the communities in which they exist. You can find out all you need to know about PayJustNow at https://payjustnow.com/ Or to learn more about Weaver FinTech, their holding company, head over to https://www.weaverfintech.com/ And if you'd like to see the FOM x Kolisi shoes mentioned, you can check those out over here: https://freedomofmovement.co.za/product-category/men/mens-footwear/ You can learn more about myself, Brendan le Grange, on my LinkedIn page (feel free to connect), while you can find my action-adventure novels on Amazon, some versions even for free. If you have any feedback, questions, or if you would like to participate in the show, please feel free to reach out to me via the contact page on this site. Keep well, Brendan