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Tag: emerging markets

Prepare for End of US Dollar Cycle, as Emerging Markets Rise (Szn 7, Epsd 2)Podcast episode cover art feat Rohit Goel, Breakout Capital

Prepare for End of US Dollar Cycle, as Emerging Markets Rise (Szn 7, Epsd 2)

Published February 13, 2025

With Rohit Goel, Breakout Capital

Rohit Goel of Breakout Capital joins the podcast to discuss his view that the boom in the US dollar (and in US dollar-denominated assets) will soon give way, to be replaced by a long-awaited bullish cycle in emerging markets.

This podcast episode was recorded Friday, Feb. 7 and released to premium subscribers the following business day. There are numerous other benefits to becoming a premium subscriber, which can be read on our Substack.

Content Highlights

  • Markets have grown accustomed to US dollar dominance and with it a surge in US assets, specifically stocks. That is due for a cyclical reversal (1:00);
  • There are three factors supporting US growth. One of them is almost certainly due to run its course (4:43);
  • The global economy revolves around the US consumer as driver of growth. But that too can change — and other markets are better equipped to pick up the slack on their own (9:26);
  • Despite all this, the US dollar should maintain its status as reserve currency. However, its dominance is waning (14:55);
  • Background on the guest (23:28);
  • Big tech stocks have worked very well for over a decade. But things are shifting to eat into their cashflows and there are reasons to believe too much optimism could be priced in… (26:07);
  • The trend is for growth to originate elsewhere than US tech… (30:28);
  • Discussion of frontier markets (35:33).

The guest requests listeners connect through LinkedIn.

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Tariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)

Published October 30, 2024

With Marc Chandler, Bannockburn Global Forex

Marc Chapman of Bannockburn Global Forex rejoins the podcast to discuss all things US election and the impact a Trump victory would have on economics and financial markets.

This podcast episode was recorded Monday, Oct. 28, 2024 and was made available for premium subscribers that same day. More information about premium subscriptions is available on our Substack.

Content Highlights

  • The impact of a Trump victory next Tuesday is seen as greater as the impact of a Harris victory. What this means for markets and the economy (2:11);
  • What if Trump doesn’t win? That has become the contrarian take (3:45);
  • How it all might affect Mexico, the US’ largest trading partner (5:40);
  • The US-Canada-Mexico free trade agreement is up for review next year. Expect more concessions from Mexico regardless of who’s in the White House (and Congress) (12:22);
  • However the outlook is not all bad for all Mexican securities… (15:40);
  • Concerns Trump will try to limit the Federal Reserve’s independence (19:38);
  • Don’t overlook the possibility of a recession early in the next president’s term (25:44);
  • Trump victory may lead to more mergers and acquisitions (26:50).

More From the Guest

Transcript

MoreTariffs, Strong US Dollar, Stocks Rally, M&A: What to Expect From Trump-onomics 2.0 — Should It Happen (Szn 6, Epsd 19)
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Opportunities in Emerging, Frontier Markets (Szn 5, Episode 27)Kevin Carter, EMQQ Global podcast coverart

Opportunities in Emerging, Frontier Markets (Szn 5, Episode 27)

Published November 21, 2023

Featuring Kevin T. Carter, EMQQ Global

Kevin T. Carter, founder and chief investment officer of EMQQ Global, joins the podcast to discuss opportunities in emerging and frontier market stocks. His first lesson: don’t bother with the indexes. The real opportunities are to be found in individual stocks.

Content Highlights

  • The first issue with emerging market investing is the index. These do not accurately reflect the real opportunities (1:19);
  • Individual stocks, especially of technology companies, have performed far better than the underlying index (6:25);
  • There are three mega-trends that point to emerging markets growth over the long term (8:03);
  • South America’s E-commerce giant is not in any EM index. Neither is Brazilian digital bank Nu Holdings (15:14);
  • A broad discussion of China, where things are not always as they appear in the western media… (19:22);
  • Right now all eyes are on India. The story there is still in the early innings, but unfortunately options are limited for investors limited to US exchanges… (42:13);
  • Other markets in South Asia also offer compelling opportunities. Especially Bangladesh (48:58).

More Information on the Guest

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