Emerging Markets
April 2026
64 minutes

#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse

Gundlach walks through the global investment landscape and says his top recommendation is emerging market stocks, and believes we’re in […]

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Africa
March 2026
53 minutes

Joe Studwell on Africa, Asia, and What Development Actually Requires

Joe Studwell discusses development lessons from Asia, why many African strategies fail, and what industrial policy can realistically achieve.

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China
February 2026
52 minutes

Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research

Louis-Vincent Gave says the most consequential and under appreciated macro developments today is the mispricing and policy shift of the […]

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Global Macroeconomics
January 2026
56 minutes

Louis Vincent-Gave: From Uninvestable to Unflappable; China’s Semiconductor and AI Blitz Is Rewriting the Trade War

Louis-Vincent Gave discusses Japan’s resurgence, China’s challenges, portfolio positioning in a deglobalizing world.

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International Markets
October 2025
38 minutes

How to Find—and Force—Value From Tokyo to Seoul

Merryn Talks Money

Alexander Iguchi talks about his investment philosophy, buying quality companies at deep discounts and actively forcing a catalyst. He explains […]

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Global Macroeconomics
June 2025
147 minutes

China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Dwarkesh Podcast

Gavekal Dragonomics’ Arthur Kroeber walks through how China achieved high-tech manufacturing dominance and how the US & China can create […]

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Global Macroeconomics
June 2025
49 minutes

How Apple Became So Reliant on China & What it Means For Their Future

a16z

Former Microsoft Windows chief Steven Sinofsky shares a thoughtful view on how Apple’s pursuit of design excellence and supply chain […]

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Global Macroeconomics
June 2025
136 minutes

#209 Erik Prince & Erik Bethel – The China / Taiwan Conflict

Shawn Ryan Show

Prince and Bethel have an in depth conversation about the situation between China and Taiwan, and the implications for the […]

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Markets
May 2025
47 minutes minutes

The Best Investment Ideas Outside the US

Merryn Talks Money

Gavekal CEO Louis-Vincent Gave argues that a weakening dollar, fading Treasury appeal, and a looming U.S. recession call for investors […]

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Global Macroeconomics
January 2025
84 minutes minutes

Louis Vincent Gave’s Bull Case For Chinese Stocks and Chinese Property Bonds

Monetary Matters

Gave gives an update on China’s bond, equity, and real estate markets and explains how China has come to lead […]

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Private Equity
September 2024
19 minutes minutes

How a 7-Eleven takeover could reshape corporate Japan

Behind the Money

The FT looks at whether the 7-Eleven takeover is a signal that companies in Japan are now considering foreign acquisitions […]

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Portfolio Management
September 2023
58 minutes

The Opportunity in Emerging Markets with AQR’s Dan Villalon

Excess Returns

Villalon discusses the potential benefits of international diversification and why international stocks look particularly attractive today.

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Markets
August 2023
40 minutes

Why ‘everything aligns’ for Japanese stocks

Exchanges

Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of […]

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Markets
July 2023
23 minutes

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

Exchanges

Jain shares how he’s grown GQG to over $100 billion in AUM since starting the firm in 2016, his approach […]

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Portfolio Management
June 2023
48 minutes

Why UK Value Stocks Are Still the Trade of the Decade

Merryn Talks Money

Starting at 11:00, Rob Arnott discusses inflation dynamics and what history suggests may happen from here, the UK stock market […]

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Markets
April 2023
48 minutes

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Macro Hive Conversations

Koenigsberger explains his multi asset approach to investing in emerging markets, pushes back on the idea that all emerging market […]

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Markets
November 2022
66 minutes

Empty Rooms: Investing in Africa

Guests Colin Smith and Farouk Miah are founders of All Africa Partners, a concentrated, public equity fund focused on Africa. They […]

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Global Macroeconomics
October 2022
64 minutes

Devon Zuegel on Inflation, Argentina, and Crypto

EconTalk

Zuegel expands on her recent article, touching on how Argentinians are living with 100%+ annual inflation, how society has evolved to function […]

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Markets
October 2022
60 minutes

Research Affiliates’ Brightman: ‘Wonderful opportunity’ to buy British stocks

Money Life with Chuck Jaffe

From 16:10 – 31:20, Research Affiliates CEO Chris Brightman shares his take on the situation on the UK, why this may […]

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Global Macroeconomics
July 2022
47 minutes

Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game

Capital Allocators

EM-focused hedge fund manager Rob Citrone shares his perspective for global markets and lessons learned from working under greats like […]

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Global Macroeconomics
November 2021
58 minutes

TIP396: China and the Macro Impact w/ Kyle Bass

Hayman Capital’s Kyle Bass discusses shorting the 2008 housing bubble, risks within China’s financial system, and geopolitical implications for global […]

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Markets
November 2021
105 minutes

Steve Gorelik: Crash Course on Eastern European Investing

Firebird’s Steve Gorelik discusses investing in Eastern Europe, cultural and geopolitical dynamics across the region, and highlights select companies.

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Markets
October 2021
52 minutes

Michael Pettis on What Evergrande Means for China’s Macro Economy

Michael Pettis discusses the Evergrande implosion, potential creditor and macro fallout in China, and global ripple effects through trade and […]

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Markets
September 2021
55 minutes

Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

Travis Lundy explains Evergrande’s rise and near collapse, how China’s real estate system differs from the U.S., and what spillovers […]

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Markets
September 2021
49 minutes

Sequoia’s Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Thinks About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity

Doug Leone discusses scaling Sequoia’s culture over generations, lessons from international expansion, and how leadership principles shape performance across a […]

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Markets
March 2021
62 minutes

476: Dan David | Putting Muscle on the China Hustle

Dan David discusses activist short selling, uncovering reverse-merger frauds in U.S.-listed Chinese companies, and systemic risks of regulatory blind spots.

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Markets
December 2020
53 minutes

What Does It Take to Invest in Russia? ( w/ Harvey Sawikin )

Harvey Sawikin discusses investing across Eastern European emerging markets, evolving EM investor dynamics, and portfolio positioning amid dollar shifts and […]

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Markets
April 2020
63 minutes

Manny Stotz – Frontier Markets Investing

Manny Stotz discusses investing in frontier market equities, demographic tailwinds and valuations, and how volatility may shape long-term opportunity.

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Markets
January 2020
36 minutes

What It’s Like To Be An Investor In Iran’s Market Right Now

Maciej Wojtal discusses Iran’s opaque stock market, investing under sanctions, and how geopolitical shocks impact local equities.

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Markets
July 2019
61 minutes

Jean-Marie Eveillard – Taking a Top-Down Approach to Value Investing

Jean-Marie Eveillard discusses his global value investing philosophy, lessons from Ben Graham, and navigating underperformance while managing client expectations.

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Markets
April 2019
59 minutes

Geoffrey Batt – The Nature of Transformational Returns

Geoffrey Batt discusses investing in Iraqi equities, navigating extreme frontier market risks, and pursuing transformational returns through contrarian positioning.

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