HeyJaredThe Emerging Markets Podcast by Tellimer
Tellimer operates an AI-powered platform providing unique data and analysis on more than 170 Emerging and Frontier economies.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers (opens the original)
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Kevin T. Carter , Founder and CIO of EMQQ Global, returns to join Tellimer Founder and CEO Duncan Wales to look at how artificial intelligence has reshaped emerging market investment opportunities. Drawing on Kevin's two decades in emerging markets and his career building index strategies, the conversation examines how emerging markets have outperformed the S&P 500 since January 2025. Much of that gain comes from just three companies: TSMC, Samsung and SK Hynix. They explore how concentrated the
Emerging Markets first-half review: Venezuela, Greenland, Iran, Ukraine, inflation, and the Outlook for H2 2026 (opens the original)
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Maria-Jose Alvarez , Head of Client Success at Tellimer , joins Tellimer Founder and CEO Duncan Wales to review an extraordinary first half of 2026 for emerging markets, and look ahead to the second. Drawing on Maria-Jose's work with Tellimer's analysts and international clients, the conversation examines the US and Israeli strikes on Iran, the closure of the Strait of Hormuz and the inflationary shock that followed, alongside Venezuela's political transition following the removal of Nicolas Mad
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