The Emerging Markets Podcast by Tellimer
Episodes
Tested by Fire, Emerging Markets Come of Age
17 Mar 2026
Contributed by Lukas
Phoenix Kalen, Global Head of Emerging Markets Research at Société Générale, joins Tellimer Founder & CEO, Duncan Wales, to discuss the invest...
Iran, Oil and the Global Economy: How This War Could Reshape Markets
09 Mar 2026
Contributed by Lukas
Hasnain Malik, Head of Investment Strategy at Tellimer, joins Tellimer Founder & CEO, Duncan Wales, to discuss the rapidly es...
Sovereign Credit Risk: The Challenges for Investors
03 Feb 2026
Contributed by Lukas
Dr. Lupin Rahman, leading sovereign debt expert and author of The Sovereign Debt Investor, joins Tellimer Founder & CEO Duncan Wales to discuss wh...
Stablecoins, Sovereignty, and Settlement Speed: Why 2026 Could Be the Year of Adoption
19 Jan 2026
Contributed by Lukas
Tanner Taddeo, CEO and co-founder of Stable Sea, joins Tellimer CEO, Duncan Wales, to discuss how stablecoins are moving from the crypto periphery int...
From Tariffs to Tight Spreads: 2025 in Review for Emerging Markets
16 Dec 2025
Contributed by Lukas
Maria Jose Alvarez, Client Success Manager at Tellimer, joins CEO Duncan Wales for a special year-in-review episode, revisiting what the team got righ...
Emerging Markets equities unpacked: IPO booms, geopolitical risk, and frontier opportunities
03 Dec 2025
Contributed by Lukas
In this episode, Dominic Boker-Ingram, Senior Portfolio Manager at Fiera Capital, joins Tellimer CEO, Duncan Wales, to dive deep into the forces shapi...
From Crisis to Creditor: Fiscal Dominance and the New EM Debt Playbook
26 Nov 2025
Contributed by Lukas
Eric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have ev...
From Risk to Resilience: Sustainable Debt in Emerging Markets
05 Nov 2025
Contributed by Lukas
Esther Law, Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi, sits down with Tellimer CEO Duncan Wales to examine how emerging m...
The Investment Case for the MENA Region
29 Oct 2025
Contributed by Lukas
Duncan Wales, Tellimer's CEO, and his capital markets expert guest, Majd Nuri Shafiq, assess the investment case for the Middle Eas...
Rethinking Emerging Markets: From Geopolitics to Multi-Asset Strategies
24 Oct 2025
Contributed by Lukas
In this episode, Nick Rohatyn – Founder & CEO of The Rohatyn Group – speaks with Duncan Wales, CEO of Tellimer, about ...
Ukraine at a Crossroads: Debt, Security and the Peace Negotiations
27 Aug 2025
Contributed by Lukas
In this episode, Duncan Wales – the CEO of Tellimer – speaks with Dennis Shen, Chair of the Macro Economic Council and Lead Global Economist of Sc...
Geopolitics and the Outlook for Emerging & Frontier Markets in 2025
08 Aug 2025
Contributed by Lukas
Duncan Wales, CEO of Tellimer, and Hasnain Malik, Head of Equity Strategy at Tellimer, unpack what’s really changed for emerging and frontier market...
Navigating Emerging Market Debt: Trends, Risks & Alpha
01 Aug 2025
Contributed by Lukas
In this episode, host Duncan Wales, Tellimer CEO, sits down with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management. They ...
Dissecting 2025: EMD Stability in a Stormy Year
01 Jul 2025
Contributed by Lukas
Manulife Investment Management Managing Director and Portfolio Manager, Elina Theodorakopoulou, joins Tellimer CEO, Duncan Wales, as they have an enga...
Analysing EM's Strongest Performing Currencies with David Willacy of Stone X
11 Jun 2025
Contributed by Lukas
Join Tellimer CEO, Duncan Wales, and StoneX Head of Trading EMEA - Payments FX, David Willacy, as they discuss some of the best performing currencies ...
On the Ground from the IMF Spring Meetings with Aegon's Alan Buss and Tellimer's Henry Burdon and Rizwan Mahmood
29 Apr 2025
Contributed by Lukas
Join Tellimer's Rizwan Mahmood and Henry Burdon alongside Aegon AM's Alan Buss as they discuss their key takeaways from the IMF Spring Meetings 2025. ...
Ziemba Insights' Rachel Ziemba and Tellimer's Duncan Wales on "Ukraine, Russia, Trump & Tariffs"
01 Apr 2025
Contributed by Lukas
Rachel Ziemba, Founder of Ziemba Insights, and Tellimer CEO and Founder, Duncan Wales, discuss the current situation in Ukraine and what the impacts o...
Tellimer's Hasnan Malik and Cordoba Capital Markets' Harris Irfan: The Regulatory Changes in the Sukuk Market
16 Mar 2025
Contributed by Lukas
Hasnain Malik, Tellimer Head of Emerging Markets Equity Strategy, and Harris Irfan, CEO of Cordoba Capital Markets, discuss the potentially foundation...
EMQQ's Kevin Carter and Tellimer's Duncan Wales: "Share Indices and The Rise of a Digital India"
04 Mar 2025
Contributed by Lukas
Join index innovator and EMQQ Founder Kevin T. Carter and Tellimer CEO Duncan Wales as they explore the rise of equities indices in Emerging Markets a...
The Current State of AI in EM
19 Feb 2025
Contributed by Lukas
Justin Godden and Ian Watt from Tellimer discuss the current state of AI and the potential impacts for Emerging Markets. The Emerging Markets Podcast ...
Geronimo Mansutti and Maria-Jose Alvarez explore the past economic divergence and potential future convergence of Costa Rica, Panama, and El Salvador
15 Nov 2024
Contributed by Lukas
Maria-Jose Alvarez, Tellimer Sales Associate, co-hosts this episode of the Emerging Markets Podcast with Geronimo Mansutti, LatAm Economist at Tellime...
Yvette Babb of William Blair and Rizwan Mahmood on sovereign restructurings in Zambia and Ghana
13 Nov 2024
Contributed by Lukas
Rizwan Mahmood, Head of Sales at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Yvette Babb, local and hard curren...
Overlooked emerging markets with Hasnain Malik of Tellimer and Steven Quattry of Morgan Stanley Investment Management
30 Oct 2024
Contributed by Lukas
Hasnain Malik, Emerging and Frontier Markets Strategist at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Steven Quat...
Lee Buchheit and Patrick Curran discuss value recovery mechanisms and recent developments in the sovereign debt restructuring landscape
05 Sep 2024
Contributed by Lukas
Join Tellimer’s Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Be...
LatAm offers opportunities for discerning investors, but you've got to be selective. With Patrick Campbell and Geronimo Mansutti
22 Aug 2024
Contributed by Lukas
LatAm economist Geronimo Mansutti hosts Patrick Campbell of Morgan Stanley's emerging market debt team to discuss investment opportunities across the ...
The future of information in EM: Duncan Wales in conversation with David Craig, former CEO of Refinitiv and Co-chair of TNFD
17 Jul 2024
Contributed by Lukas
In this episode, David Craig is in conversation with Tellimer's CEO Duncan Wales discussing how data, ecology issues and AI are shaping the world of i...
What's going on with the (super?) Mexican peso? With Enrique Covarrubias of Actinver and Geronimo Mansutti
01 Jul 2024
Contributed by Lukas
Enrique Covarrubias, Actinver's Chief Economist, joins this episode of the Emerging Markets podcast to walks us through the recent performance of the ...
South Africa Post-Election Review with Dennis Shen and Thomas Gillet of Scope Ratings, with Patrick Curran
31 May 2024
Contributed by Lukas
For this episode, Tellimer’s Senior Economist Patrick Curran is joined by Dennis Shen and Thomas Gillet of Scope Ratings to unpack South Africa’s ...
Hasnain Malik and Jitania Kandhari of Morgan Stanley Investment Management on a journey through the emerging market universe
21 May 2024
Contributed by Lukas
Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Jitania Kandh...
EM debt performance and the impact of US rate repricing, global geopolitics and more with Rizwan Mahmood and Ella Ryan
18 Apr 2024
Contributed by Lukas
Rizwan Mahmood, Head of Sales at Tellimer, breaks down emerging and frontier market debt performance this year, alongside the podcasts executive produ...
Views on emerging markets from the top | Duncan Wales with Nick Rohatyn, CEO of The Rohatyn Group
04 Apr 2024
Contributed by Lukas
Tellimer’s founder and CEO, Duncan Wales sits down with Nick Rohatyn, CEO of The Rohatyn Group. Prior to founding TRG in 2002, Nick spent 19-years a...
Hasnain Malik and Asha Mehta of Global Delta Capital on a whistle stop tour of the biggest investment debates in emerging markets
15 Mar 2024
Contributed by Lukas
Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Asha Mehta, M...
On the ground in Jordan: An oasis of calm in the Middle East
12 Mar 2024
Contributed by Lukas
Tellimer’s founder and CEO, Duncan Wales discusses the Hashemite Kingdom of Jordan with capital markets veteran, advisor, investment banker and mark...
Flash episode: Pakistan's election as it unfolds... with Rizwan Mahmood and Mustafa Paracha
08 Feb 2024
Contributed by Lukas
This podcast was recorded on the 8 Feburary 2024, at 15:00 UK before any official results had been announced. *CORRECTION: Pakistan 31s trade at 68 ca...
Chief Economist Stuart Culverhouse and Joe Delvaux, Senior PM at Amundi, on sovereign default cases in Zambia, Ghana and Sri Lanka
06 Feb 2024
Contributed by Lukas
Join Tellimer’s Chief Economist Stuart Culverhouse as he sits down with Joe Delvaux, Senior Portfolio Manager of Amundi, who has a focus on distress...
Sovereign debt restructuring musings with Mitu Gulati and Mark Weidemaier of Clauses and Controversies, with Patrick Curran
26 Jan 2024
Contributed by Lukas
For this episode, Tellimer's Senior Economist Patrick Curran sits down with Mitu and Mark – professors of law at the University of Virginia and ...
Hasnain Malik and Dominic Bokor-Ingram of Fiera Capital on misunderstood opportunity in emerging markets
08 Jan 2024
Contributed by Lukas
For our first episode of 2024, Hasnain Malik, Strategy & Head of Equity Research at Tellimer, is joined by Dominic Bokor-Ingram from Fiera Capital...
Emerging market debt outlook 2024 with Carlos de Sousa, EMD Strategist and PM at Vontobel AM
15 Dec 2023
Contributed by Lukas
For the final episode of The Emerging Markets Podcast for 2023, host Rizwan Mahmood and Carlos de Sousa of Vontobel Asset Management recap on the year...
Hasnain Malik and Charlie Robertson on the path to development in emerging markets
11 Dec 2023
Contributed by Lukas
Hasnain Malik, Emerging and Frontier Markets Strategy at Tellimer, hosts this episode and sits down with Charlie Robertson, Head of Macro and Strategy...
The EM energy transition with Enoda Founder Paul Domjan, hosted by Tellimer CEO Duncan Wales
23 Nov 2023
Contributed by Lukas
Join us for a special episode with Paul Domjan, Enoda Founder and Chief Policy and Global Affairs Officer, hosted by Tellimer CEO and co-founder Dunca...
Key takeaways from the IMF Annual Meetings in Marrakech with Rukayat Yusuf: A focus on Nigeria, Kenya, and Ghana
25 Oct 2023
Contributed by Lukas
Join host Rizwan Mahmood as he sits down with Rukayat Yusuf of Pharo Management to discuss the key takeaways from the IMF and World Bank A...
On the ground in Vietnam with Hasnain Malik: Investability and market performance, hosted by CEO Duncan Wales
21 Sep 2023
Contributed by Lukas
Tellimer CEO and co-founder Duncan Wales discusses Vietnam with Hasnain Malik, Head of Frontier Markets Strategy at Tellimer, who had just touched dow...
Yvette Babb of William Blair on valuations in Nigeria, Kenya, Ghana, and Egypt
25 Aug 2023
Contributed by Lukas
Yvette Babb, local and hard currency portfolio manager at William Blair, joins host Rizwan Mahmood for a chat on the recent sell off of SSA sovereign ...
EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
02 Aug 2023
Contributed by Lukas
Host Rizwan Mahmood speaks with Romain Bordenave, Head of Emerging Market Debt at Edmond de Rothschild. Romain discusses his outlook for H2 for EM/FM ...
Thoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FX
16 Jun 2023
Contributed by Lukas
Vikram Aggarwal is an Investment Manager in the Fixed Income team at Jupiter Asset Management, focusing on sovereign and emerging market debt. He is t...
Gender equality in the creditworthiness of EM sovereign debt with Karim Henide
12 May 2023
Contributed by Lukas
Karim Henide, Portfolio Manager of Liquid Alternatives at Record Currency Management, gives us an exclusive insight into an upcoming paper, 'Isola...
Investor sentiment at the IMF/WB Spring Meetings with Kevin Daly, Investment Director at Abrdn Investments
28 Apr 2023
Contributed by Lukas
Rizwan Mahmood sits down with our first guest Kevin Daly, Investment Director and Head of Frontier Sovereign Strategy at Abrdn Investments. They discu...
Ghana with Stuart Culverhouse
10 Mar 2023
Contributed by Lukas
Stuart Culverhouse, Chief Economist and Head of Fixed Income Research, and host Rizwan Mahmood discuss Ghana's recent external debt default and outlin...
Minisode: Will Pakistan default on its debt? With Tellimer CEO Duncan Wales
16 Feb 2023
Contributed by Lukas
In this bite-size episode, Tellimer CEO and co-founder Duncan Wales sits down with host Rizwan Mahmood to weigh in on Pakistan - defaulting on their d...
Israel, Egypt, India, and more with Hasnain Malik
10 Feb 2023
Contributed by Lukas
Welcome to the The Emerging Markets Podcast by Tellimer. For our second episode, Strategy and Head of Equity Research Hasnain Malik joins us to talk P...
Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran
27 Jan 2023
Contributed by Lukas
Welcome to the The Emerging Markets Podcast by Tellimer. For our first episode, host Rizwan Mahmood discusses the 2023 EM/FM sovereign credit outlook ...