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Artwork for The Emerging Markets Podcast by Tellimer

The Emerging Markets Podcast by Tellimer

Tellimer
Emerging Markets
Ukraine
United States
Russia
Sukuk
U.S. Dollar
Local Currency Bonds
Emerging Market Debt
Sovereign Debt
Geopolitical Risk
U.s.-China Relations
European Union
IMF
Debt Sustainability
Peace Negotiations
Tariffs
Dollar
China
Islamic Finance
US Treasury Yields

Tellimer operates an AI-powered platform providing unique data and analysis on more than 170 Emerging and Frontier economies. Listen to leading global experts' perspectives on a variety of issues in emerging markets. For more information on Tellimer's services, see tellimer.com Host: Duncan Wales Artwork: Kristian Klamar Editor: Fabian Hodge

PublishesTwice monthlyEpisodes55Founded3 years ago
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Artwork for The Emerging Markets Podcast by Tellimer

Latest Episodes

Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, joins Tellimer Founder and CEO Duncan Wales to examine why investors in emerging markets remain invested through successive waves of global volatility. Drawing on Alaa's mor... more

Mike Gush, Partner at Baillie Gifford, joins Tellimer Founder and CEO Duncan Wales to examine why the investment case for emerging markets has fundamentally shifted. Drawing on Mike's two decades managing emerging market equities at Baillie Gifford, ... more

Frederique Dahan, Director of the Development and Public Finance Programme and Principal Research Fellow at ODI Global, joins Tellimer Founder and CEO Duncan Wales to discuss the evolving role of development finance in mobilising private capital for ... more

Natalie Chiaramonte, President of Sovereign Risk Insurance, joins Tellimer Founder & CEO Duncan Wales to discuss how political risk insurance functions as a critical enabler of long-term investment and lending in emerging markets. Drawing on Natalie'... more

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Recent Guests

Frederique Dahan
Director of the Development and Public Finance Programme and Principal Research Fellow
ODI Global
Episode: Rethinking Development Finance: Mobilising Private Capital for Emerging Markets
Natalie Chiaramonte
President of Sovereign Risk Insurance
Sovereign Risk Insurance
Episode: Political Risk Insurance as an Enabler of EM Investing
Phoenix Kalen
Global Head of Emerging Markets Research at Société Générale
Société Générale
Episode: Tested by Fire, Emerging Markets Come of Age
Dr. Lupin Rahman
Investor and author, leading expert in sovereign debt and emerging markets economics
Author of The Sovereign Debt Investor
Episode: Sovereign Credit Risk: The Challenges for Investors
Tanner Taddeo
CEO and co-founder of Stable Sea, an innovative B2B payments platform for stable coins.
Stable Sea
Episode: Stablecoins, Sovereignty, and Settlement Speed: Why 2026 Could Be the Year of Adoption
Maria Jose Alvarez
Leads the client success function at Tellimer; has worked in fintech sales and editorial roles.
Tellimer
Episode: From Tariffs to Tight Spreads: 2025 in Review for Emerging Markets
Dominic Boker-Ingram
Senior Portfolio Manager at Fiera Capital with over 30 years of experience in financial services, focusing on emerging and frontier markets.
Fiera Capital
Episode: Emerging Markets equities unpacked: IPO booms, geopolitical risk, and frontier opportunities
Eric Fine
Portfolio manager and head of active emerging market debt at VanEck
VanEck
Episode: From Crisis to Creditor: Fiscal Dominance and the New EM Debt Playbook
Esther Law
Senior Portfolio Manager and Emerging Markets Sovereign Lead at Amundi Investment Solutions
Amundi Investment Solutions
Episode: From Risk to Resilience: Sustainable Debt in Emerging Markets

Host

Duncan Wales
Host of The Emerging Markets Podcast by Tellimer and Founder/CEO of Tellimer, providing macro context and financial market perspectives.

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Rethinking Development Finance: Mobilising Private Capital for Emerging Markets
Q: What practical steps can improve the mobilization of private capital in EMs?
Increase standardization of instruments, expand risk transfer and securitization, strengthen local financial institutions, leverage national and regional development banks, and ensure that private capital is attracted with predictable, long-term investment opportunities rather than one-off concessional deals.
Rethinking Development Finance: Mobilising Private Capital for Emerging Markets
Q: Why is development finance considered timely for mobilizing private capital now?
The growing investment needs to address climate, health, and infrastructure, coupled with a decline in traditional aid flows, push DFIs and MDBs to catalyze private finance more aggressively, while also adapting to new market dynamics and local capital markets.
Sovereign Credit Risk: The Challenges for Investors
Q: How do you see the role of ESG considerations in sovereign debt?
ESG is becoming crucial in assessing sovereign risk; it's a matter of understanding and pricing governance, social practices, and climate risks.
Sovereign Credit Risk: The Challenges for Investors
Q: What are the key lessons that advanced economies can learn from emerging markets?
Sovereign credit risk matters; understanding political risk; how geopolitical events impact markets are all key lessons.
Sovereign Credit Risk: The Challenges for Investors
Q: What motivated you to write the book now?
The increasing relevance of the EM playbook to developed countries drives the motivation for the book.

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Frequently Asked Questions About The Emerging Markets Podcast by Tellimer

What is The Emerging Markets Podcast by Tellimer about and what kind of topics does it cover?

A market-focused show that brings together leading EM researchers, investors, and policy experts to dissect macro trends, geopolitical risks, debt dynamics, and policy tools shaping emerging and frontier economies. Across episodes, topics span development finance, sovereign risk, currency regimes, debt sustainability, and the role of digital assets and fintech in EM growth. Guests tend to be senior investors, fund managers, policy analysts, and senior bankers who translate complex global developments into actionable insights for practitioners. The program frequently features nuanced takes on geopolitics, energy transitions, and regional investment opportunities, making it especially valuable for professionals tracking EM volatility, asset a... more

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1. At Any Rate
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3. Odd Lots
4. Global Data Pod
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The Emerging Markets Podcast by Tellimer launched 3 years ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on The Emerging Markets Podcast by Tellimer include:

1. Frederique Dahan
2. Natalie Chiaramonte
3. Phoenix Kalen
4. Dr. Lupin Rahman
5. Tanner Taddeo
6. Maria Jose Alvarez
7. Dominic Boker-Ingram
8. Eric Fine

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