Country's economy that was traditionally small, but is currently expanding rapidly
POPULARITY
Categories
297 episodes with emerging markets
77 episodes with emerging markets
34 episodes with emerging markets
83 episodes with emerging markets
33 episodes with emerging markets
37 episodes with emerging markets
59 episodes with emerging markets
23 episodes with emerging markets
32 episodes with emerging markets
30 episodes with emerging markets
52 episodes with emerging markets
22 episodes with emerging markets
20 episodes with emerging markets
16 episodes with emerging markets
16 episodes with emerging markets
19 episodes with emerging markets
12 episodes with emerging markets
13 episodes with emerging markets
19 episodes with emerging markets
11 episodes with emerging markets
16 episodes with emerging markets
16 episodes with emerging markets
17 episodes with emerging markets
18 episodes with emerging markets
13 episodes with emerging markets
26 episodes with emerging markets
15 episodes with emerging markets
11 episodes with emerging markets
8 episodes with emerging markets
22 episodes with emerging markets
10 episodes with emerging markets
10 episodes with emerging markets
11 episodes with emerging markets
13 episodes with emerging markets
9 episodes with emerging markets
15 episodes with emerging markets
11 episodes with emerging markets
14 episodes with emerging markets
11 episodes with emerging markets
7 episodes with emerging markets
18 episodes with emerging markets
21 episodes with emerging markets
9 episodes with emerging markets
6 episodes with emerging markets
10 episodes with emerging markets
11 episodes with emerging markets
12 episodes with emerging markets
6 episodes with emerging markets
17 episodes with emerging markets
9 episodes with emerging markets
22 episodes with emerging markets
8 episodes with emerging markets
16 episodes with emerging markets
10 episodes with emerging markets
15 episodes with emerging markets
8 episodes with emerging markets
10 episodes with emerging markets
6 episodes with emerging markets
9 episodes with emerging markets
5 episodes with emerging markets
10 episodes with emerging markets
11 episodes with emerging markets
5 episodes with emerging markets
10 episodes with emerging markets
10 episodes with emerging markets
5 episodes with emerging markets
7 episodes with emerging markets
7 episodes with emerging markets
5 episodes with emerging markets
6 episodes with emerging markets
11 episodes with emerging markets
9 episodes with emerging markets
4 episodes with emerging markets
7 episodes with emerging markets
9 episodes with emerging markets
9 episodes with emerging markets
9 episodes with emerging markets
4 episodes with emerging markets
8 episodes with emerging markets
9 episodes with emerging markets
4 episodes with emerging markets
7 episodes with emerging markets
4 episodes with emerging markets
11 episodes with emerging markets
4 episodes with emerging markets
16 episodes with emerging markets
5 episodes with emerging markets
3 episodes with emerging markets
4 episodes with emerging markets
3 episodes with emerging markets
4 episodes with emerging markets
10 episodes with emerging markets
3 episodes with emerging markets
8 episodes with emerging markets
7 episodes with emerging markets
5 episodes with emerging markets
5 episodes with emerging markets
3 episodes with emerging markets
10 episodes with emerging markets
3 episodes with emerging markets
10 episodes with emerging markets
3 episodes with emerging markets
5 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
9 episodes with emerging markets
4 episodes with emerging markets
5 episodes with emerging markets
4 episodes with emerging markets
6 episodes with emerging markets
12 episodes with emerging markets
11 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
8 episodes with emerging markets
5 episodes with emerging markets
3 episodes with emerging markets
8 episodes with emerging markets
8 episodes with emerging markets
8 episodes with emerging markets
6 episodes with emerging markets
6 episodes with emerging markets
3 episodes with emerging markets
5 episodes with emerging markets
6 episodes with emerging markets
3 episodes with emerging markets
10 episodes with emerging markets
8 episodes with emerging markets
3 episodes with emerging markets
5 episodes with emerging markets
7 episodes with emerging markets
7 episodes with emerging markets
6 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
2 episodes with emerging markets
7 episodes with emerging markets
4 episodes with emerging markets
2 episodes with emerging markets
5 episodes with emerging markets
3 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
3 episodes with emerging markets
3 episodes with emerging markets
9 episodes with emerging markets
5 episodes with emerging markets
2 episodes with emerging markets
4 episodes with emerging markets
3 episodes with emerging markets
13 episodes with emerging markets
2 episodes with emerging markets
7 episodes with emerging markets
5 episodes with emerging markets
5 episodes with emerging markets
3 episodes with emerging markets
2 episodes with emerging markets
3 episodes with emerging markets
4 episodes with emerging markets
2 episodes with emerging markets
3 episodes with emerging markets
8 episodes with emerging markets
9 episodes with emerging markets
4 episodes with emerging markets
4 episodes with emerging markets
3 episodes with emerging markets
6 episodes with emerging markets
3 episodes with emerging markets
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Eric Fine from VanEck to discuss: how emerging markets have changed, geopolitical risk, currencies, AI and more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Important Disclosures from VanEck: https://www.vaneck.com/us/en/talk-your-book-vaneck-disclosures-june-2026/ EMBX Performance: https://www.vaneck.com/us/en/investments/emerging-markets-bond-etf-embx/performance/ Past performance is no guarantee of future results. Investment return and principal value will fluctuate; shares may be worth more or less than original cost when redeemed. Current performance may be lower or higher. Call 800.826.2333 or visit vaneck.com for month-end performance. Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. Van Eck Securities Corporation, Distributor Learn more about your ad choices. Visit megaphone.fm/adchoices
Luis Oganes, Nora Szentivanyi, Anezka Christovova & Ben Ramsey discuss the outlook for Emerging Markets for 2H26. This podcast was recorded on 15 June 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5324914-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing old systems, but building new infrastructure at scale for a growing economy.In this episode of The Bid, host Oscar Pulido speaks live from Ecosperity in Singapore with Salim Samaha, Global Head of Energy at Global Infrastructure Partners, a part of BlackRock, and Heidi Yip, Head of Sustainable and Transition Solutions for Asia Pacific at BlackRock. Together, they discuss how the infrastructure opportunity is evolving globally, why Asia's transition differs from Western markets, and where investors are seeing momentum across renewables, grids, storage, and system flexibility. Key insights include:· How Asia's infrastructure build-out differs from Western markets· Why energy security is becoming inseparable from the energy transition· Where capital is flowing across renewables, grids, storage, and interconnection· How public-private partnerships can help mobilize transition finance· Why execution bottlenecks, permitting, and offtake frameworks remain critical· Where AI, innovation, and rising demand may reshape future infrastructure needsKey moments:00:00 Asia Infrastructure Boom01:06 Live From EcoSperity03:16 Energy Transition Now04:20 Southeast Asia Grid Challenge06:43 West vs Asia Reality Check08:58 How APAC Investors Deploy Capital11:26 Scaling Projects and Labor Crunch13:17 Where Capital Flows and Bottlenecks15:13 Five Year Outlook and Innovation17:23 Wrap Up and Disclosures
In today's episode on 12th June 2026, we explain what India's fall in the MSCI Emerging Markets Index reveals about the benchmark itself.Book a FREE call with Ditto
Stephen Grootes speaks to Luca Moneta, Senior Economist for Emerging Markets at Allianz Trade,about the economic impact of the 2026 FIFA World Cup, and why its multibillion-dollar boost to North America will be significant but ultimately short-lived, with tourism and hospitality sectors emerging as the biggest winners. 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.
Allspring's Alison Shimada breaks down if the emerging markets rally can last, pointing to their key role in the AI supply chain. She highlights concentration risks and rising local retail participation across EMs. Shimada also calls out Brazil and Mexico as attractive opportunities given their valuations and strategic positioning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Recorded on the LHV Bank booth at Money20/20 Europe in Amsterdam, this second episode in our LHV‑partnered series, and our third episode from the event brings together six leaders shaping the future of global payments, embedded finance, and AI‑driven commerce. Russell Goldsmith was joined by: 1/ Daniel Kornitzer, Head of Global Partnerships, Ebanx 2/ Kunal Galav, VP of Pleo Embedded, Pleo 3/ Sophie Condie, Chief Executive Officer, Shieldpay 4/ John O'Beirne, CEO & Executive Director, Square International, Block 5/ James Neville, CEO, Yaspa 6/ Anthony Peculic, Interim CPO, Marqeta A fast‑paced, insight‑rich episode capturing the themes dominating Money20/20 Europe: emerging‑market innovation, embedded finance, agentic AI, and the new trust layers required to power the next generation of global commerce.
In this episode, we look at a question many investors are asking right now: why own international stocks when U.S. stocks have done so well for so long? We start with the reality behind the question. Over the past decade, the S&P 500 has far outpaced developed international markets, and that gap has made investors wonder whether international exposure still matters. Ed explains that this skepticism is understandable. Many large U.S. companies, including Apple, Microsoft, Nvidia, and Amazon, already sell products around the world and benefit from global growth. That makes it easy to think a U.S. stock portfolio already provides enough global exposure. But the other side of the issue is concentration. The U.S. market now represents roughly 60 to 65 percent of global market capitalization, which means a U.S. only investor is choosing to leave out about 35 to 40 percent of the global stock market. Now, this is not an anti U.S. argument. U.S. companies remain dominant, innovative, and important. The point is that diversification asks whether it makes sense to concentrate entirely in one country, even one as strong as the United States. The discussion then turns to history. Alex explains that market leadership is never permanent, even though it often feels permanent in the moment. Investors are shaped by what they have recently experienced. Today, many younger investors have only known an environment where U.S. equities beat international markets. That can make diversification feel unnecessary. But in earlier periods, international stocks, emerging markets, and even fixed income led for meaningful stretches of time. The lesson is not that international stocks are guaranteed to outperform next. The lesson is that no one knows what will lead next. Alex describes diversification as an exercise in humility. We do not diversify because we know what is going to happen. We diversify because we do not know. Trying to build a portfolio around yesterday's winners can turn investing into performance chasing. That may work for a while, but history shows that trends change, valuations shift, currencies move, and leadership rotates. Our main takeaway is that diversification can feel frustrating during long periods when one asset class dominates. But its purpose is not to win every year. Its purpose is to build a portfolio that can handle many different market environments over time. International exposure remains part of that discipline because it adds different currencies, economies, industries, demographics, and market cycles to a long term investment plan. You can always email Alex and Ed at info@birchrunfinancial.com or give them a call at 484-395-2190.Or visit them on the web at https://www.birchrunfinancial.com/Alex and Ed's Book: Mastering The Money Mind: https://www.amazon.com/Mastering-Money-Mind-Thinking-Personal/dp/1544530536 Any opinions are those of Ed Lambert Alex Cabot, financial advisors, RJFS, and Jon Gay, and not necessarily those of RJFS or Raymond James. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. There is no assurance any of the trends mentioned will continue or forecasts will occur. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The examples throughout this material are for illustrative purposes only. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future returns. CDs are insured by the FDIC and offer a fixed rate of return, whereas the return and principal value of investment securities fluctuate with changes in market conditions. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock Market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices generally rise. Investing in small cap stocks generally involves greater risks, and therefore, may not be appropriate for every investor. The prices of small company stocks may be subject to more volatility than those of large company stocks. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Birch Run Financial is located at 595 E Swedesford Rd, Ste 360, Wayne PA 19087 and can be reached at 484-395-2190. Any rating is not intended to be an endorsement, or any way indicative of the advisors' abilities to provide investment advice or management. This podcast is intended for informational purposes only.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users or members. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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
Join Portfolio Manager John Dance for his FidelityConnects debut as he highlights the opportunity set in emerging markets. Learn how the Fidelity Emerging Markets Opportunities Fund aims to deliver diversified global equity exposure through active management, and investing in companies driving innovation and growth across emerging economies. Discover how this strategy can help complement developed market allocations and enhance portfolio balance. Recorded on June 4, 2026. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. -- Saisir des occasions de croissance hors des sentiers battus Joignez-vous à John Dance, gestionnaire de portefeuille, pour sa première participation aux DialoguesFidelity. Il dressera un portrait des occasions offertes au sein des marchés émergents. Découvrez comment le Fonds Fidelity Occasions Marchés émergents vise à offrir une exposition diversifiée aux actions mondiales grâce à une gestion active et à des investissements dans des sociétés qui stimulent l'innovation et la croissance dans les économies émergentes. Cette stratégie est conçue comme complément aux répartitions des marchés développés et peut contribuer à améliorer l'équilibre du portefeuille. Date : 4 juin 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.
In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?The European tech sector has also caught AI fever, up 28% this year. Where can we find cheap tech stocks now?What 3 themes can we invest in to ride the AI investment wave?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Faced with slowing domestic growth and rising geopolitical tensions, China is changing its export strategy and selling different things, to different customers, in different places. Electric vehicles, solar panels and AI-enabled services are replacing low-cost manufactured goods. And the destination? Increasingly, emerging markets in Southeast Asia, Latin America and beyond. China's evolving overseas footprint will have far-reaching credit consequences. From autos in Europe to metals in Latin America and clean energy infrastructure in Asia, this is a global story with local credit impact. The looming question remains: who can adapt and who will buckle under the sustained pressure? Host: Matt Robinson, Associate Managing Director, Moody's Ratings Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody's Ratings Related Research: Macroeconomics – China: Overseas investment will accelerate, with focus on select sectors and destinations 30 June 2025 Trade – Asia-Pacific: US focus on origin of imports increases risks for Asia-Pacific supply chains 20 October 2025 Geopolitical risks and China's excess capacity expose ASEAN economies' vulnerabilities 2 July 2025 Moody's Insights – China Growth and Credit © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
10 bis 12 Prozent Rendite bei sinkender Volatilität: Bond-Spezialist Zsolt Papp von JP Morgan Asset Management verrät, warum Schwellenländer-Anleihen die unterschätzteste Anlageklasse 2026 sind – und welche Länder er jetzt kauft. ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money
ETFs in Asia have grown significantly since the global financial crisis, but their role is changing. What began as a way to access markets is now expanding into broader portfolio applications as investors face more complex market conditions.In this episode of The Bid, Oscar Pulido speaks with Christian Obrist, Head of iShares Distribution in Asia, and Nick Peach, Head of iShares Asia Pacific at BlackRock. They discuss how ETF usage in the region has developed and how investors are applying them across different strategies.The conversation explores how education has shifted from fundamentals to advanced use cases, including liquidity management, tactical allocation, and operational efficiency. It also highlights the role of digital investors, the importance of local market development, and how ETFs are becoming more integrated into portfolio construction.Key moments in this episode00:00 Introduction02:15 How ETF usage in Asia has moved beyond market access03:55 Why ETF investor education is shifting toward advanced applications05:15 Active ETFs and Efficiency06:43 Asia Ecosystem Differences07:40 How digital investors are influencing ETF adoption08:59 Why local market listings matter for ETF accessibility11:27 How ETFs are becoming more integrated into portfolio construction13:52 Asia Weekend Travel Picks15:05 Wrap Up and DisclosuresSources: BlackRock client Survey May 2026
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Is Altérra's ambitious effort to mobilize climate finance for the Global South working?; how Fervo Energy pulled off the biggest clean energy IPO in Wall Street history; and, Working Capital Fund secures $31 million for its third supply chain resilience fund.To try ImpactAlpha Edge, click here. This week's stories:“Is Altérra's ambitious effort to mobilize climate finance for the Global South working?,” by Erik Stein, Amy Cortese and David Bank“Fervo's IPO recipe includes a dash of federal funding and a scoop of catalytic capital,” by Antony Bugg-Levine"Working Capital Fund secures $31 million for its third supply chain resilience fund," by Amy Cortese
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Is Altérra's ambitious effort to mobilize climate finance for the Global South working?; how Fervo Energy pulled off the biggest clean energy IPO in Wall Street history; and, Working Capital Fund secures $31 million for its third supply chain resilience fund.To try ImpactAlpha Edge, click here. This week's stories:“Is Altérra's ambitious effort to mobilize climate finance for the Global South working?,” by Erik Stein, Amy Cortese and David Bank“Fervo's IPO recipe includes a dash of federal funding and a scoop of catalytic capital,” by Antony Bugg-Levine"Working Capital Fund secures $31 million for its third supply chain resilience fund," by Amy Cortese
Emerging markets are becoming a strategic focus for creditors looking to extract the complexity premium embedded in local markets. Atanas Bostandjiev, chairman and founder of Gemcorp Capital Management, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist, to assess the opportunities available to institutional investors with perpetual capital. Bostandjiev and Sassower discuss the durability of alpha generation, the formation of behavioral biases and the ability to capitalize on structural inefficiencies across EM.
India Market Risks and New Opportunities Explained on The Core Report Weekend Edition with Govindraj Ethiraj explores how Indian markets, global uncertainty and economic disruption are shaping investors, businesses and professionals.As market volatility rises, India faces faster economic cycles, geopolitical risk, AI disruption, supply chain shifts, defence spending, climate change, global investing and changing investor behaviour. In this episode, Financial Journalist Govindraj Ethiraj leads a sharp conversation with Radhika Gupta of Edelweiss Mutual Fund and Navneet Munot of HDFC AMC on how India can navigate market risk and find new opportunities in a world where old assumptions may no longer work.The discussion explores why diversification matters, why Indian investors may need to think beyond traditional equity and debt, and how global markets, US technology, China, emerging markets and India's growth story are changing the way capital moves.Radhika Gupta explains why resilient portfolios matter more than chasing market noise, while Navneet Munot breaks down why uncertainty, momentum and economic disruption are now central to understanding financial markets.This is not a conversation about quick stock tips or easy investing hacks. It is about the bigger forces behind business, investing, macroeconomics, AI, manufacturing, defence, financial services, global markets and India's long term economic future.CHAPTERS:(00:00) Introduction(07:20) Building Portfolios That Can Survive(13:40) Navigating An Unpredictable, Faster & Questionable World(23:00) How The World And Investments Have Changed(26:37) How Portfolio Construction Has Changed Over the Last Decade(31:33) Building an Asset Management Business for a Changing Market(32:30) Global Investing and International Funds(36:20) Is Diversification The Need Of The Hour? (40:05) Why Market Leadership Always Changes(43:08) The Case for the US, China & Emerging Markets(47:45) Ray Dalio's Debt Cycle, Risks Investors Are Ignoring (54:26) Financials, Power, Defence & Market Leaders(58:40) What an 18-Year-Old Should Do With Their Money(1:01:44) Invest in Yourself Before Investing in MarketsWatch this episode if you follow Indian markets, business news, mutual funds, wealth management, consulting, financial services, global economy, technology trends, AI disruption, manufacturing growth or India's investment landscape.#IndiaMarkets #BusinessNews #IndianEconomy #Investing #TheCoreReport #TheCore
Join Joe Pisapia and Jo Madden as they highlight their Top 5 bets to make ahead of the 2026 Belmont Stakes! Timestamps: (May be off due to ads) Intro - 0:00:00 Commandment - 0:02:16 Growth Equity - 0:03:14 BettingPros App - 0:04:02 Renegade - 0:05:26 Emerging Markets - 0:06:15 Chief Wallabee - 0:07:27 Helpful Links: Hard Rock Bet - Sign up for Hard Rock Bet and make a $5 bet and you'll get $150 in bonus bets if you win. Head over to Hard Rock Bet, sign up and make your first deposit today. Payable in bonus bet(s). Not a cash offer. Offered by the Seminole Tribe of Florida in FL. Offered by Seminole Hard Rock Digital, LLC, in all other states. Must be 21+ and physically present in AZ, CO, FL, IL, IN, NJ, OH, TN or VA to play. Terms and conditions apply. Concerned about gambling? In FL, call 1-888-ADMIT-IT. In IN, if you or someone you know has a gambling problem and wants help, call 1-800-9-WITH-IT. GAMBLING PROBLEM? CALL 1-800-GAMBLER (AZ, CO, IL, NJ, OH, TN, VA) BettingPros App - Make winning bets with advice and picks from top sports betting experts. The BettingPros app puts consensus and expert-driven sports betting advice at your fingertips to help you pinpoint the best odds and make winning bets. Download it today on the App Store or Google Play. BettingPros Discord - Looking to up your game in sports betting? Join our exclusive sports betting Discord community at bettingpros.com/chat! Not only can you connect with expert handicappers who provide free picks for NBA, NFL, MLB, NHL, player props, live betting, and more, but now you can also participate in our weekly community picks. Cast your vote, see how your picks stack up against the experts, and track your success! BettingPros Pick Tracker – Want to track all of your wagers in one place? Check out the BettingPros Pick Tracker. It syncs up with your sportsbooks to tally which picks hit, and which miss AND gives you a live look at what the public is doing so you can use real-time tracking to determine which plays to make, and which to fade: bettingpros.com/pick-trackingSee omnystudio.com/listener for privacy information.
Brent Peterson sits down with Kanessa Muluneh, the founder of Nyle Investment Group, to discuss what it really takes to build businesses and invest across the African continent. From navigating trust issues and cultural differences to launching a gaming company and a vitamin brand, this conversation covers the rewards and realities of emerging market investment. Whether you're a business owner exploring international expansion or a member of the diaspora considering a return to your roots, this episode delivers practical wisdom you won't find in a textbook.Key TakeawaysAfrica offers significant ROI, but requires serious due diligence. Kanessa stresses that the returns on investment across African markets can be substantial, yet the risks are equally real. Working with the wrong professionals or skipping proper vetting can lead to financial loss.PR and marketing expertise can transform small businesses. Kanessa's first investment involved trading her marketing skills for equity in a small plumbing company. That trade turned into a thriving business and sparked her career as an investor.The diaspora plays a critical role in Africa's economic growth. Nyle focuses on investing across the continent while encouraging Africans abroad to do the same, because many diaspora members have spent years building knowledge and seeing how strong economic systems work.Trust and local representation matter, but they can work both ways. In several African markets, consumers distrust locally made products by default, which creates a frustrating barrier for entrepreneurs building high-quality goods on the continent.Cultural intelligence is non-negotiable for market entry. Understanding how business gets done in a specific region requires more than speaking the language. It requires grasping negotiation styles, social dynamics, and local expectations.About Kanessa MulunehKanessa Muluneh is an Ethiopian-born, Netherlands-raised serial entrepreneur and investor currently based in Dubai. She has launched six businesses, selling four of them for a combined sum of over US$9.5 million. After building and scaling ventures across Europe, Muluneh returned to African markets with fluency in Western systems and an on-the-ground understanding of how business operates on the continent. That perspective now anchors Nyle, a pan-African investment firm connecting diaspora capital to scalable African businesses. She is also the founder of Mulu, a family lifestyle brand spanning more than 15 countries, and she shifted from medical studies to business early in her career, evenChapters:0:00 Introduction and Meet Kanessa Muluneh0:45 From Medical School to Building Businesses1:24 The Free Joke Project2:35 How Kanessa Started Investing in Africa5:00 Business Mistakes and Lessons Learned6:13 Why Africa's ROI Is Worth the Risk7:18 Selling Into India and Asian Markets8:35 Negotiation Culture and Pricing Psychology10:10 Selling Services Into Developing Countries11:14 Local Representation and Trust Issues13:21 Building a Vitamin Brand for Africa14:15 Rise of Fearless and the Gaming Industry17:50 Cultural Differences in Business Communication20:21 Bridging Cultural Gaps as a Diaspora Investor22:30 Ethiopia as an Investment Market24:40 Shameless Plug and Final Advice26:00 How to Connect with KanessaConnect with Kanessa on LinkedIn: https://www.linkedin.com/in/kanessa-muluneh-297984b2/Follow Kanessa on Instagram: https://www.instagram.com/kanessamuluneh/orhttps://www.instagram.com/europeanhabesha/This has been produced in cooperation with Content Cucumberhttps://www.contentcucumber.com/Follow Talk Commerce on your favorite platform:YouTube: https://www.youtube.com/@talkcommerceBluesky: https://bsky.app/profile/talkcommerce.bsky.socialApple Podcasts: https://podcasts.apple.com/us/podcast/talk-commerce/id1561204656Spotify: https://open.spotify.com/show/7Alx6N7ERrPEXIBb41FZ1nTwitter: @talkingcommerceLinkedIn: https://www.linkedin.com/company/talk-commerceFacebook: https://www.facebook.com/talkingcommerceWebsite: https://talk-commerce.com/
While the tech sector has been a well-known driver of earnings and performance on Wall Street, it's also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that's largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA
'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.
Emerging markets are central to the global sustainability transition and increasingly at the forefront of innovation in sustainable finance, from debt-for-food swaps to biodiversity-linked sovereign bonds. On this week’s episode of the ESG Currents podcast, Nicolas Jaquier, a portfolio manager on the emerging markets fixed income team at Ninety One, where he co-manages the Emerging Market Sustainable Blend strategy, joins Bloomberg Intelligence’s Chris Ratti and Grace Osborne. They discuss the resilience of emerging markets through recent market shocks, the growing evidence that countries investing proactively in the transition are less exposed to oil-price volatility, and why a dynamic approach is increasingly important for investors navigating these markets. This episode was recorded on April 28. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.
In The Money Media's Peter Thomas Fornatale (PTF) is joined by horseplayer and handicapper Nick Tammaro to take a glance at the upcoming Belmont Stakes 2026, which will take place on June 6 at Saratoga. The Triple Crown season in horse racing is nearing a wrap with the concluding event, the Belmont Stakes, attracting many runners from Kentucky Derby 2026 including last-to-first winner Golden Tempo, who also recently finalized a stud deal with Lane's End once his time on the racetrack has finished. Several other Kentucky Derby runners hopped over Preakness 2026 to target the Belmont Stakes including Mike Repole's runner Renegade, who finished second to Golden Tempo in Kentucky Derby 2026. A pair of Preakness 2026 runners in Ocelli and Chip Honcho are also probable to compete in this year's Belmont Stakes as well as Kentucky Derby runners Potente, Chief Wallabee, Commandment and Emerging Market. Chief Wallabee will give hall of fame trainer Bill Mott a chance to score back-to-back victories in the Belmont Stakes after he famously skipped Preakness 2025 with Kentucky Derby 2025 winner Sovereignty before winning Belmont Stakes 2025 in a romp over eventual Dubai World Cup champion Magnitude. Saratoga Race Course, traditionally the go-to horse racing meet of the summer on the East Coast, hosts the Belmont Stakes for the last time as renovations near completion on Belmont Racetrack, which also readies to host the Breeders' Cup come 2027 with its modernized grandstand and upgraded racetrack.
In The Money Media's Peter Thomas Fornatale (PTF) is joined by horseplayer and handicapper Nick Tammaro to take a glance at the upcoming Belmont Stakes 2026, which will take place on June 6 at Saratoga. The Triple Crown season in horse racing is nearing a wrap with the concluding event, the Belmont Stakes, attracting many runners from Kentucky Derby 2026 including last-to-first winner Golden Tempo, who also recently finalized a stud deal with Lane's End once his time on the racetrack has finished. Several other Kentucky Derby runners hopped over Preakness 2026 to target the Belmont Stakes including Mike Repole's runner Renegade, who finished second to Golden Tempo in Kentucky Derby 2026. A pair of Preakness 2026 runners in Ocelli and Chip Honcho are also probable to compete in this year's Belmont Stakes as well as Kentucky Derby runners Potente, Chief Wallabee, Commandment and Emerging Market. Chief Wallabee will give hall of fame trainer Bill Mott a chance to score back-to-back victories in the Belmont Stakes after he famously skipped Preakness 2025 with Kentucky Derby 2025 winner Sovereignty before winning Belmont Stakes 2025 in a romp over eventual Dubai World Cup champion Magnitude. Saratoga Race Course, traditionally the go-to horse racing meet of the summer on the East Coast, hosts the Belmont Stakes for the last time as renovations near completion on Belmont Racetrack, which also readies to host the Breeders' Cup come 2027 with its modernized grandstand and upgraded racetrack.
In dieser Samstagsfolge reden wir endlich mal wieder mit dem Compounder-König, dem Experten für die Immer-Gewinner-Aktien. Diesmal geht es um die große Frage: Was ist ein Burggraben noch wert, wenn KI jedes Geschäftsmodell testet? Los geht's mit SpaceX: Was ist Elon Musks Raketenfirma wirklich wert? Und welche Annahmen braucht man, um zwei Billionen Dollar Börsenwert zu rechtfertigen? Dann sprechen wir über die neue KI-Euphorie: Ist das Dotcom 2.0 – oder diesmal wirklich anders? Über SAP, Novo Nordisk, Hermès, L'Oréal, ASML und Emerging Markets. Über Qualitätsaktien, die nur unter höheren Zinsen leiden. Und über solche, bei denen der Burggraben plötzlich bröckelt. Zum Schluss wird's politisch: Wer gewinnt in Frankreich? Und warum Deutschland im Vergleich fast reformfreudig wirkt. Ein Gespräch mit Wolfgang Fickus über KI, Zinsen, Raketen, Luxus, Chips – und die Frage, welche Aktien wirklich noch Immer-Gewinner sind. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Asia has often been viewed as a long-term growth story, but its role in global markets is becoming more immediate. The region now represents a significant share of global GDP and listed companies, while operating across distinct economic and policy cycles.In this episode of The Bid, Oscar Pulido speaks with Aarti Angara, Head of Global Product Solutions in Asia Pacific at BlackRock. They examine why Asia is gaining more attention from investors and how opportunities are developing across equities and fixed income.The conversation highlights the region's diversity across countries, sectors, and growth drivers. It also explores themes such as AI-related manufacturing, domestic consumption in emerging markets, Japan's shift in corporate behavior, and the role of Asian bond markets in diversificationKey moments in this episode:00:00 Introduction02:23 How Asia's scale is influencing its role in global portfolios04:20 Why policy and economic cycles differ across the region07:10 Why Japan's corporate and inflation dynamics are drawing attention08:36 Where AI-related manufacturing is concentrated10:20 How domestic consumption is developing in India and Southeast Asia12:47 How Asian fixed income behaves differently from developed markets14:35 How to Allocate in Asia17:42 Singapore Travel Tips18:50 Wrap Up and DisclosuresSources: Bloomberg May 12th 2026,
Beyond Macro: A Value Lens on Emerging Markets Equity Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn't the macro backdrop, but the price you pay? On this episode of Disruptive Forces, host Anu Rajakumar is joined by Vera German and Juan Torres, Portfolio Managers on Neuberger's Emerging Markets Equity team, to discuss why a disciplined value lens may be the most natural — and most overlooked — way to approach emerging market equities. Together, they discuss: Why fast-growing economies have often produced lackluster equity returns How state-owned enterprises are misunderstood, and why blanket avoidance may leave value on the table What's wrong with benchmarking to the MSCI Emerging Markets Index Where the valuation screen is pointing today, including Southeast Asia, Brazil, and China — and where to avoid How the team manages risk and position sizing in a concentrated, high-conviction portfolio Why emerging markets may be one of the most compelling asset classes for active, value-oriented investors today This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. Use of Artificial Intelligence Tools. Neuberger may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. M-002531
Don opens this Friday Q&A episode with a personal reflection on finally releasing his historical fiction novel The Line Uncrossed, inspired by his great-great-grandfather's imprisonment at Andersonville during the Civil War. Listener questions then cover the wisdom (or insanity) of converting millions from a traditional IRA to a Roth all at once, the evolving role of “538” savings accounts, why covered calls and options strategies often disappoint despite sounding clever, skepticism over the show's repeated praise of Avantis and Dimensional funds, and the surprisingly massive dollar amounts collected in ETF management fees. Throughout, Don leans hard into skepticism, simplicity, evidence-based investing, and the dangers of overcomplicating portfolios or tax planning.0:05 Friday Q&A tradition and how listeners submit spoken questions1:28 Don talks about releasing The Line Uncrossed next week2:22 Andersonville inspiration and writing historical fiction3:29 Listener asks about converting $4.1M traditional IRA to Roth to avoid RMDs5:55 Why a massive one-time Roth conversion could be financially disastrous7:17 RMD misconceptions and the need for professional tax planning8:13 Discussion of proposed “538” accounts and Roth conversion possibilities10:40 Listener asks about covered calls, selling puts, and options strategies12:06 Why buying options is gambling and covered calls eventually fail13:28 The illusion of downside protection with covered calls14:58 Skeptic questions repeated mentions of Avantis and Dimensional funds17:31 Don explains factor investing, Fama/French research, and fee tradeoffs20:30 Why TRM recommends Avantis and Dimensional despite higher costs20:38 Don responds directly to accusations of compensation or sponsorship21:47 Listener shocked by millions paid in ETF management fees22:26 What ETF management fees actually pay for behind the scenes23:27 Why large ETF operations require huge staffs and compliance teams24:33 Final call for listener questions and advisor meetingsQuestions? Comments? Click!
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1:04: 1. Bilal Little, NYSE3:14: 2. Joe O'Malley, External Senior ETF Salesperson, Milliman Funds10:06: 3. Matt Camuso, Head of ETF Solutions, Baron Capital15:34: 4. John Keller, Executive Director and ETF Specialist, Morgan Stanley Investment Management*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
In this episode, Drew Edmond is joined by João Del Valle, CEO and co-founder of EBANX, to talk about the origin story of EBANX, why Brazil has historically been such a difficult market for non-Brazilian merchants, and what João has learned as the company has expanded into new regions. Listen in as they cover some of the biggest topics shaping the next phase of global payments, including Pix and Pix Automático in Brazil, payment optimization when looking at local payment methods, and perspectives on agentic commerce and stablecoins.
What if the biggest problem with “Emerging Markets” is the name?Edward Lam thinks that label has been doing the category a disservice for decades.Today, he's sitting down with Stacy to zoom out and question the category…then zoom back in to what that means for portfolios, risk, and real alpha.Edward grew up in Hong Kong, went to boarding school in the UK, and landed in EM in 2004. He had no training program or mentor, just four walls of books he was determined to read. By the time he left, he'd taught himself accounting, built a research function from scratch, and was running a fund that grew from £1M to £3.5B.Listen in to hear: How Edward built his own training program from scratch and why that became one of his biggest edgesWhat "subordinate currency regimes" means and how it changes everything we thought we knew about EM risk The tension between building something investable and staying true to the thesisWhat scaling from £1M to £3.5B actually looks like when you have to earn every rung yourselfWhy he walked away from asset management, what the gap taught him, and what brought him backMore About Edward Lam: Edward Lam entered the fund management industry in 2004 as an analyst at Emerging Markets specialist Lloyd George Management, covering Taiwan and technology. In 2007, he co-founded Somerset Capital Management, where he served as Head of Research and chaired the investment committee. In 2010, he launched Somerset's EM Dividend Growth strategy, scaling it from a ~$1.5M seed to nearly $4B AUM. Edward left Somerset in 2020, then joined Sloane Robinson in 2023, became CIO, and launched the SR Ocellus fund in 2024.In his free time, he enjoys reading about the history and philosophy of finance, including many areas that others (based on feedback) find boring. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus- - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap
What does customer centricity really look like in fast-growing emerging markets? In this episode, we answer a listener question from a fintech support professional in the Gambia navigating rapid growth, limited resources, and constantly evolving customer expectations. We explore how organizations can build trust at scale by creating a customer-centric culture rooted in leadership, listening systems, and daily operational discipline. We also discuss why frontline support teams are critical in emerging-market fintech, serving as the real-time voice of the customer and a powerful driver of business insight and loyalty. If this helps you lead customer experience, subscribe, share the episode with a teammate, and leave a rating or review so more CX leaders can find it.Resources Mentioned:Order your copy of Experience Is Everything -- http://experienceiseverythingbook.comLearn more about CXI Membership™ and apply -- http://CXIMembership.comExperience Investigators -- https://experienceinvestigators.comEnjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)
Retirement systems are undergoing a structural shift as traditional pensions decline and individuals take on greater responsibility for financial outcomes. Longer lifespans and evolving capital markets are making retirement planning more complex and consequential.Oscar Pulido speaks with Nick Nefouse, Global Head of Retirement Solutions at BlackRock. They discuss how defined contribution plans, target date funds, and regulatory changes are reshaping how individuals save, invest, and prepare for retirement.The conversation explores how retirement is moving from a focus on accumulation to income generation, particularly during the “retirement window.” It also highlights how global systems are converging toward similar models, and how innovation—across portfolio construction, private markets, and guaranteed income—is influencing long-term outcomes.Key insights:· How the shift from pensions to defined contribution plans is changing investor responsibility· Why longevity is reshaping retirement timelines and financial planning needs· How target date funds are simplifying access to capital markets for individuals· What the “retirement window” reveals about diverging investor outcomes· Where global retirement systems are converging despite regional differences· How income generation is becoming central to retirement portfolio design
Sales teams are no longer defined by a few superstar performers. Japjit Ghai, who leads BCG's AI efforts for sales globally, explains how AI is reshaping the entire sales workflow—from lead prioritization to real-time coaching and closing the deal. Winners won't bolt on tools. They'll integrate AI and agents from end to end.Learn More:Japjit Ghai: https://on.bcg.com/48IzJiVHow AI Agents Will Transform B2B Sales: https://on.bcg.com/4dnWPOrHow AI Can Reshape Distributed Sales Channels in Emerging Markets: https://on.bcg.com/4tSL0puBCG's Latest Thinking on Marketing and Sales: https://on.bcg.com/4utKWMJImagine This... on the future of sales: https://lnk.to/imagine-this-Andersen-sales09Chapters(0:00) The End of Superstar Salespeople?(1:26) Is AI Moving Into the Sales Frontline?(1:57) Is This Shift Across the Board?(3:01) What Happens to Top Sales Performers?(4:08) Where AI Still Falls Short in Sales(4:47) Why Talent Is Choosing AI-First Companies(5:06) What Augmented Selling Looks Like(6:07) Real-Time AI Sales Assistant Demo(10:13) The ROI of AI in Sales(11:00) What Sellers Gain (and Fear Losing)(11:40) How Performance Is Measured(12:26) Misconceptions Leaders Have About Using AI In Sales(13:14) Will Customer Relationships Suffer?(14:59) When You Should NOT Use AI(16:22) What Great AI Sales Looks Like(17:18) Is There an AI Blueprint to Follow for Sales?(17:58) What Will the Future Look Like in AI Sales?(18:39) Next Steps for LeadersThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp
In this episode, Adam Torres interviews Eva Yazhari, Managing Partner of Beyond Capital Ventures, live at the Milken Global Conference. Eva discusses investing in Africa and India, conscious leadership, and how her firm supports founders building scalable solutions in fintech, healthcare, and mobility. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
Impact investing is entering a more disciplined, outcomes-driven phase, and it's more complex than it first appears. In this episode of Sustainable & Responsible Investing 360, I sit down with Amel Karboul, Founder and CEO of the Education Outcomes Fund, to explore how capital can be tied directly to measurable results.Drawing on her experience working with governments, philanthropies, and impact investors, Amel explains why traditional funding models often fail to deliver real impact, and how outcomes-based financing aims to realign incentives across the system. Rather than paying for activities, this model pays for results, introducing both greater accountability and new challenges.We explore the tensions at the heart of this approach, from balancing different stakeholder expectations to addressing concerns around investor returns in low-income markets. We also discuss the risk of narrowing impact to what can be measured, and how thoughtful design can mitigate those trade-offs.Looking ahead, we examine what it will take for outcomes-based models to scale, from simplification and standardization to the potential emergence of more tradable forms of impact.Connect with SRI360°: Sign up for the free weekly email update Visit the SRI360° PODCAST Visit the SRI360° WEBSITE Follow SRI360° on X: Follow SRI360° on FACEBOOK Scott Arnell's Book: Sustainable & Responsible Investing 360Amel Karboul on LinkedInAmel Karboul: Ted TalkEducation Outcome Fund Website
Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits.Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.They cover:- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.Transcript available here: Chapters:0:00 Introduction0:53 What People Get Wrong About Developing Battery Storage Projects2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates5:58 Why Ion Ventures Expanded Into Southeast Asia7:34 BESS Market Readiness in Malaysia, Philippines, Indonesia and Brunei8:32 Replacing Coal and Diesel: What Southeast Asian Grids Look Like Today11:35 BESS Project Success Rates in Emerging Markets vs the UK12:39 Why Bilateral Offtake Models Dominate Early-Stage BESS Markets15:17 Why Long-Term Contracts Can Actually Help Battery Storage Bankability16:05 Why Country Risk and OECD Classification Block Capital From Emerging BESS Markets21:02 Can Emerging Markets Leapfrog to Grid 2.0? The Telco Analogy Explained22:59 How to Build a Battery Storage Roadmap for a Nascent Grid: Lessons from Bangladesh30:06 How to Avoid Grid Congestion When Scaling Renewables in Emerging Markets32:17 Contrarian View: Should Merit Order Reform Unwind Legacy Thermal Contracts?You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.
Developing battery storage in emerging markets isn't a technology problem - it's a regulatory, offtake, and capital problem. The frameworks, offtake structures, and capital mandates weren't built for storage and that gap is exactly where the risk sits.Hassen Bali, co-founder and director at Ion Ventures, joins Ed Porter to discuss what it actually takes to develop battery storage projects across markets at very different stages of maturity, from the UK to Southeast Asia.They cover:- Why battery storage development demands a different approach to solar or wind and why you have to decide your commercial endpoint before you break ground, not after.- How project conversion rates in the UK BESS market have dropped from 30–40% in the early days to roughly 10–15% today, and how that affects pipeline management and investor communications.- Why early-stage BESS markets like Malaysia and the Philippines are still reliant on bilateral offtake and what that means for project bankability.- Why FCA-regulated investors face hard legal barriers to project finance in sub-investment-grade countries and what that means for who can actually back early-stage BESS projects.- Hassen's contrarian view: that reform of merit order and legacy thermal contracts is the most direct lever for accelerating energy transition globally even if it means unwinding agreements that investors consider bulletproof.Want to model BESS revenue across different market structures? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up here.Transcript available here: Chapters:0:00 Introduction0:53 What People Get Wrong About Developing Battery Storage Projects2:41 BESS Project Development Pipeline: How to Manage Investors and Conversion Rates5:58 Why Ion Ventures Expanded Into Southeast Asia7:34 BESS Market Readiness in Malaysia, Philippines, Indonesia and Brunei8:32 Replacing Coal and Diesel: What Southeast Asian Grids Look Like Today11:35 BESS Project Success Rates in Emerging Markets vs the UK12:39 Why Bilateral Offtake Models Dominate Early-Stage BESS Markets15:17 Why Long-Term Contracts Can Actually Help Battery Storage Bankability16:05 Why Country Risk and OECD Classification Block Capital From Emerging BESS Markets21:02 Can Emerging Markets Leapfrog to Grid 2.0? The Telco Analogy Explained22:59 How to Build a Battery Storage Roadmap for a Nascent Grid: Lessons from Bangladesh30:06 How to Avoid Grid Congestion When Scaling Renewables in Emerging Markets32:17 Contrarian View: Should Merit Order Reform Unwind Legacy Thermal Contracts?You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.
Crypto investing is at a crossroads as digital assets move from speculative beginnings toward broader institutional adoption and integration into capital markets. As volatility persists and infrastructure evolves, investors are increasingly asking not what crypto is—but what role it plays in portfolios.Host Oscar Pulido is joined by Robbie Mitchnick, Head of Digital Assets at BlackRock, and Dan Morehead, CEO of Pantera Capital, live from Miami at BlackRock's Latin America Investment Forum. Together, they explore how crypto investing has evolved, why institutional participation is accelerating, and how investors are reassessing digital assets within diversified portfolios. The conversation examines the dual nature of crypto as both a volatile, risk-sensitive asset and a potential long-term diversifier. Robbie outlines how bitcoin's unique characteristics—scarcity, decentralization, and independence from sovereign systems—differentiate it from traditional assets in capital markets. Dan reflects on early conviction in crypto and why institutional adoption may still be in its early stages, despite growing awareness.Check out our previous episode on Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now: https://open.spotify.com/episode/7LTut5pKnHVfrOdoAFM5r9
Bryan Broaddus and the crew analyze the upcoming Kentucky Derby by examining Beyer Speed Figures and key horse measurables. They provide specific betting recommendations for horses like Commandment and Emerging Market while discussing the influence of post positions and legendary trainers. 01:35 - Kentucky Derby Preview 04:06 - Beyer Speed Figures Explained 09:14 - Top Betting Picks 11:35 - Trainer And Jockey Analysis
Investor Fuel Real Estate Investing Mastermind - Audio Version
Dean Coronado shares his inspiring journey from tech to real estate, emphasizing the power of focused effort, leveraging AI, and building a strong network to succeed in real estate investing. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
This podcast audio was accidentally posted yesterday, so you might want to listen to our 4/29 episode, if you've already heard this one.A listener-inspired revisit of emerging markets investing—sparked by the legacy of Mark Mobius—highlights why most investors are dramatically underexposed to this critical asset class. Don and Tom explain that while emerging markets bring higher volatility and currency risk, they also offer diversification, access to faster-growing economies, and exposure you simply can't get from U.S. multinationals alone. The conversation reinforces a core principle: proper global diversification matters more than chasing returns, and for most investors, owning a broadly diversified fund is far more practical than trying to build a perfectly balanced portfolio piece by piece. Listener questions then tackle currency risk (don't worry about it) and expose the dangers of “hodgepodge” portfolios built from random ETF ideas—ending with a strong case for simplicity, discipline, and knowing the purpose behind every dollar invested.0:05 Long-forgotten topic returns: emerging markets investing0:26 Tribute to Mark Mobius and his emerging markets legacy1:00 Why most investors have never heard of him2:02 What emerging markets actually are (and why they feel risky)2:43 Franklin Templeton era and historical performance claims3:26 Efficient market skepticism vs. boots-on-the-ground investing3:42 The real issue: investors massively underweight emerging markets4:59 Long-term returns and the case for inclusion5:57 Volatility, crises, and why diversification still wins6:53 Portfolio reviews reveal almost no EM exposure7:25 The S&P 500 problem: what you're missing globally8:29 Why all-in-one funds (AVGE, DFAW) simplify everything9:40 Listener question: currency risk in international investing11:04 “We own international… right?” portfolio reality check12:16 Currency swings explained (and why you shouldn't obsess)13:55 Japan's lost decades as a diversification lesson15:24 Why global companies ≠ true international exposure17:53 RV nostalgia and listener banter19:21 $17K “play account” turns into portfolio chaos21:55 ETF overload and CNBC-driven investing behavior23:35 Why the portfolio has no coherent strategy24:36 Simple fix: target-date or total market approach25:13 The myth of “play money” in investing26:01 Complexity makes bad portfolios worse over time26:53 Why Talking Real Money stays audio-only27:33 Growth update and listener appreciationQuestions? Comments? Click!
Kentucky Derby 2026 is RAPIDLY approaching, so now it's time for us at In The Money Media to check in the dynamic duo from NBC's coverage of the Kentucky Derby! Peter Thomas Fornatale (PTF) sits down with Jerry Bailey and Randy Moss to discuss the best bets ahead of this year's Kentucky Derby! At the time of recording, a bulk of money remains focused on a select five horses: Renegade (winner of the 2026 Arkansas Derby), Commandment (winner of the 2026 Florida Derby), So Happy (winner of the 2026 Santa Anita Derby), The Puma (runner-up in the Florida Derby & winner of the 2026 Tampa Bay Derby) and Further Ado (winner of the 2026 Blue Grass Stakes). A pair of horses have also ALREADY SCRATCHED from the Kentucky Derby: Arkansas Derby runner-up Silent Tactic and 2026 Jeff Ruby Steaks winner Fulleffort, meaning two also eligibles are in the field at the time of recording: Great White, winner of the 2026 John Battaglia Memorial at Turfway Park, and Ocelli, the third-place finisher in the 2026 Wood Memorial. Some other horses are currently also taking solid early play including one of the representatives from Japan, Danon Bourbon - winner of the 2026 Fukuryu Stakes at Nakayama Racecourse. Chad Brown's representative in Emerging Market, a horse invoking the infamous "Apollo Curse" being unraced as a 2-year-old and making just his third start of his career into the Kentucky Derby, is also drawing a lot of action in the windows. Along with the winner of the 2026 Louisiana Derby, defending Kentucky Derby champion Bill Mott sends a horse also receiving play in Chief Wallabee, who finished third in the Florida Derby behind Commandment and The Puma and will add blinkers heading into the 152nd Run for the Roses. The 2026 Kentucky Derby is scheduled for Saturday, May 2 at Churchill Downs, with the post-position draw set for April 25 and post time scheduled for 6:57 p.m. Follow the full Monster Podcast series for continued coverage of Kentucky Derby 2026 contenders as the field for the Run for the Roses comes together.
Kentucky Derby 2026 is RAPIDLY approaching, so now it's time for us at In The Money Media to check in the dynamic duo from NBC's coverage of the Kentucky Derby! Peter Thomas Fornatale (PTF) sits down with Jerry Bailey and Randy Moss to discuss the best bets ahead of this year's Kentucky Derby! At the time of recording, a bulk of money remains focused on a select five horses: Renegade (winner of the 2026 Arkansas Derby), Commandment (winner of the 2026 Florida Derby), So Happy (winner of the 2026 Santa Anita Derby), The Puma (runner-up in the Florida Derby & winner of the 2026 Tampa Bay Derby) and Further Ado (winner of the 2026 Blue Grass Stakes). A pair of horses have also ALREADY SCRATCHED from the Kentucky Derby: Arkansas Derby runner-up Silent Tactic and 2026 Jeff Ruby Steaks winner Fulleffort, meaning two also eligibles are in the field at the time of recording: Great White, winner of the 2026 John Battaglia Memorial at Turfway Park, and Ocelli, the third-place finisher in the 2026 Wood Memorial. Some other horses are currently also taking solid early play including one of the representatives from Japan, Danon Bourbon - winner of the 2026 Fukuryu Stakes at Nakayama Racecourse. Chad Brown's representative in Emerging Market, a horse invoking the infamous "Apollo Curse" being unraced as a 2-year-old and making just his third start of his career into the Kentucky Derby, is also drawing a lot of action in the windows. Along with the winner of the 2026 Louisiana Derby, defending Kentucky Derby champion Bill Mott sends a horse also receiving play in Chief Wallabee, who finished third in the Florida Derby behind Commandment and The Puma and will add blinkers heading into the 152nd Run for the Roses. The 2026 Kentucky Derby is scheduled for Saturday, May 2 at Churchill Downs, with the post-position draw set for April 25 and post time scheduled for 6:57 p.m. Follow the full Monster Podcast series for continued coverage of Kentucky Derby 2026 contenders as the field for the Run for the Roses comes together.
Get ready for the ultimate 2026 Kentucky Derby Monster Podcast, where JK (Jonathon Kinchen) and PTF (Peter Thomas Fornatale) bring together every standalone breakdown into one complete guide to the Run for the Roses. This master episode covers the full field heading into Churchill Downs, featuring detailed discussions on every contender expected to compete on Saturday, May 2, with post time scheduled for 6:57 p.m. and the post-position draw set for April 25.This episode includes full coverage of the leading contenders on the Kentucky Derby leaderboard, including Renegade, the Arkansas Derby winner trained by Todd Pletcher; Albus and Incredibolt from the Riley Mott barn; Intrepido for trainer Jeff Mullins; and Litmus Test representing Bob Baffert. The discussion also includes Right to Party trained by Kenny McPeek, along with Commandment, Further Ado, and Fulleffort from the Brad Cox stable, each arriving with different prep paths and race records.International contenders are also featured, including Danon Bourbon from Japan and Wonder Dean (JPN), along with Dubai-based runner Six Speed. The field continues with So Happy from Mark Glatt's barn, The Puma trained by Gustavo Delgado, and Chief Wallabee from trainer Bill Mott. Additional contenders include Silent Tactic for Mark Casse, Potente from the Bob Baffert barn, Emerging Market trained by Chad Brown, Pavlovian from Doug O'Neill, and Golden Tempo from Cherie DeVaux.The episode also covers horses on the extended leaderboard and those working toward entry into the field, including Great White, Ocelli, Robusta, and Corona de Oro, providing a complete picture of the 2026 Kentucky Derby landscape as it continues to evolve leading into race week.Each horse discussed in this episode has earned a place on the Kentucky Derby trail through a series of prep races that began in the fall of their two-year-old season and continued through major graded stakes races in early 2026. The leaderboard reflects those results, with qualifying points determining entry into the 20-horse field at Churchill Downs.This master video brings together all individual Monster Podcast episodes into one comprehensive breakdown, covering ownership, trainers, pedigrees, race records, prep performances, and current positioning for every contender. The discussion reflects the perspectives of JK, PTF, and their guests across each episode, while combining all available information into a single, complete preview of the 2026 Kentucky Derby.Follow along with the Monster Podcast series for full Kentucky Derby coverage, including deep dives on every runner in the field, trainer insights, and continued updates as the Run for the Roses approaches at Churchill Downs.
The 2026 Kentucky Derby is finally here! Chris “The Bear” Fallica, Sammy Panayotovich are joined by Maggie Wolfendale to break down their best bets, long shots, and bold predictions for The Derby.The trio talks about whether Renegade is the favorite we think, is The Puma a serious contender, worried about Commandment & Emerging Market and so much more.Everything you need to know about the 152nd Kentucky Derby and more including whether Renegade can be the first horse out of the No. 1 position. Get all your bets dialed in for the Run for the Roses.Chapters:0:00 Intro0:35 Maggie Wolfendale Joins The Show1:00 Renegade Gets the No.1 Position4:30 Is The Puma A Serious Contender?7:30 Is Emerging Market A Contender?9:00 Betting On The Overseas Horses12:00 Worried About Chief Wallabee?14:00 Thoughts On Further Ado?18:00 Commandment Safest Bet To Hit The Board?20:50 Best Longshot22:00 Kentucky Oaks Bets25:00 Best Bets32:00 Texas Tech News35:15 Outro Learn more about your ad choices. Visit podcastchoices.com/adchoices
Portfolio construction is being redefined as investors face a fundamentally different market regime. Higher inflation, shifting interest rate dynamics, and accelerating megaforces like AI and geopolitics are challenging long-held assumptions about diversification and asset allocation across capital markets.In this episode of The Bid, host Oscar Pulido sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at the BlackRock Investment Institute. Together, they explore why traditional portfolio construction frameworks may no longer be sufficient and how investors are adapting to a world of greater uncertainty, dispersion, and structural change. Vivek explains how megaforces such as AI investing and geopolitical fragmentation are creating unprecedented outcomes across markets, making static asset allocation less effective. He outlines why portfolio construction must become more dynamic and granular, with a deeper focus on underlying risk exposures rather than broad asset class buckets. The conversation also examines the growing importance of private markets, active strategies, and scenario analysis in navigating today's environment.Timestamps00:00 Introduction01:56 What's driving the shift in portfolio construction03:24 Megaforces: AI and geopolitics06:15 Rethinking traditional asset allocation09:27 Diversification in a new regime12:10 Total Portfolio Approach: Private markets and active strategies14:28 Scenario analysis and future outcomes17:48 Risks and maintaining structure19:00 Key takeawaysSources: Rethinking portfolio construction during transformation, BII February 2026portfolio construction, capital markets, AI investing, megaforces, asset allocation, private markets, stock market trends, investing strategy, diversificationThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
© 2020-2026 Ivy Podcast Discovery LLC
