
Insightful discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.
| Publishes | Twice monthly | Episodes | 148 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||

Weather patterns across Southeast Asia in early 2026 have been uneven with early rainfall giving way to drier conditions, setting the stage for potential supply impacts in natural rubber.
Vinod Nedumudy joins Pranav Rao to unpack:
• How shifting ra... more
Recent growth at ASICS has been strong, but much of it has been driven by tourism rather than domestic demand.
Michael Causton joins Pranav Rao to unpack:
• Why tourist spending especially for Onitsuka Tiger has driven recent growth in Japan
• The... more
The performance gap between SITC International Holdings and Orient Overseas International Limited continues to widen, reinforcing the pair trade thesis.
Osbert Tang joins Pranav Rao to unpack:
• Why SITC continues to outperform OOIL on profitabilit... more
A new logistics-focused REIT is preparing to list in Singapore, with a portfolio of high-spec industrial and business space assets across Asia.
Arun George joins Pranav Rao to break down the upcoming IPO of UI Boustead REIT:
• The portfolio of 23 l... more
With its AGM approaching, investors are watching closely for signals that could pave the way for an ADR listing at SK hynix.
Sanghyun Park joins Pranav Rao to break down what to watch at the upcoming meeting:
• The key AGM agenda items that could e... more
Smart Calls with Smartkarma | Tracking Global Uranium Momentum
As AI-driven power demand accelerates, nuclear energy is back in focus, pushing uranium stocks sharply higher and driving record inflows into the Global X Uranium ETF (URA).
Brian Freit... more
Smart Calls with Smartkarma | The Medline IPO: Big Scale, Big Risks
Medline, one of the largest suppliers of everyday medical and surgical essentials is heading for what could be the biggest US IPO of 2025, with a potential $5.4B raise and heavyweig... more
Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom
Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?
Michael Allen joins Pranav Rao to break down:
• W... more










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The show features incisive conversations with independent analysts and finance professionals, focusing on macro trends, company-specific catalysts, and actionable market insights across global markets. Episodes frequently explore topics like commodity cycles, regional economic resilience, IPO dynamics, and strategic corporate actions, often with a practical investment lens and scenario analysis guided by a Smartkarma host. A notable strength is the breadth of topics—from climate-driven supply risks in commodities to IPO dynamics and sector-specific debates—providing listeners with a rigorous, data-informed view of investment opportunities and risk factors. The format tends to pair host-led framing with analyst-driven deep-dives, making it u... more
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Smart Calls with Smartkarma launched 6 years ago and published 148 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 Smart Calls with Smartkarma include:
1. Vinod Nedumudy
2. Michael Causton
3. Arun George
4. Sanghyun Park
5. Brian Freitas
6. Jeff Zell
7. Michael Allen
8. Manu Bhaskaran
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