Rephonic
Artwork for Smart Calls with Smartkarma

Smart Calls with Smartkarma

Smartkarma
Temenos
Asian Terminals
Hong Kong
Henlius Biotech
Kalyan Jewellers
Malaysian Ringgit
China
Newborn Town
Chinese Banks
Margins
Zijin Mining
Bright Smart Securities
Dongfeng Motor
China Biotech Sector
Indian Mid-Cap Stocks
Chinese Property Management Sector
Franchise-Owned Stores
Capital Allocation
Svenska Handelsbanken
SK Hynix

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.

PublishesTwice monthlyEpisodes148Founded6 years ago
Categories
InvestingBusiness

Listen to this Podcast

Artwork for Smart Calls with Smartkarma

Latest Episodes

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

Key Facts

Accepts Guests
Contact Information
Podcast Host

Similar Podcasts

People also subscribe to these shows.

Odd Lots
Odd LotsBloomberg

Recent Guests

Vinod Nedumudy
Analyst at Helixtap
HelixTap/Helixtap
Episode: Rubber Markets: Climate Trends and Production Risks
Michael Causton
Analyst
Smartkarma
Episode: ASICS' Japan Boom: More Than Just Tourism?
Arun George
Independent analyst presenting Smartkarma insight on UI Boustead REIT IPO
Smartkarma
Episode: High-Spec Logistics Assets, Attractive Yield?
Sanghyun Park
Analyst discussing SK Hynix insights
Smartkarma
Episode: SK hynix AGM Watch: ADR Potential
Brian Freitas
Analyst discussing uranium index and rebalance
Smartkarma / independent analyst
Episode: Tracking Global Uranium Momentum
Jeff Zell
Analyst providing IPO insight
Episode: The Medline IPO: Big Scale, Big Risks
Michael Allen
Analyst featured for insights on Fujikura
Episode: The Hidden Math That Challenges Fujikura’s Boom
Manu Bhaskaran
Analyst specializing in ASEAN economies and geopolitics
Smartkarma
Episode: ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength
Victor Galliano
Financial analyst focusing on Japanese banking sector
Smartkarma
Episode: Japanese Mid-Cap Banks: Interest Rate Winners

Host

Pranav Rao
Host of Smart Calls with Smartkarma

Top Investing Podcasts

The Ramsey Show
The Ramsey ShowRamsey Network
Prof G Markets
Prof G MarketsVox Media Podcast Network
Financial Audit
Financial AuditCaleb Hammer
Wake Up to Wealth
Wake Up to WealthBrandon Brittingham
Odd Lots
Odd LotsBloomberg
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
The MORE Show
The MORE ShowJustin Colby, Bleav, Justin Colby

Talking Points

Recent interactions between the hosts and their guests.

High-Spec Logistics Assets, Attractive Yield?
Q: What do you like about this IPO?
Arun highlights four factors driving attractiveness: high-quality, long-tenure assets; a portfolio with strategic tenants and premium spaces; a favorable lease expiry structure yielding rental stability; and growth potential from rental revisions, asset enhancements, acquisitions, and co-development, all supported by an attractive valuation and dividend yield.
SK hynix AGM Watch: ADR Potential
Q: Did you have any opinions on how that ADR issuance might be structured?
The ADR issuance is likely to use treasury shares rather than issuing new shares, preserving existing shareholder value given SK Hynix's strong cash position and the intention to avoid dilution.
SK hynix AGM Watch: ADR Potential
Q: Could you explain to our listeners when SK Hynix's AGM is, and what in your view is the key agenda item of this meeting?
The AGM is on March 25th, and the market is focused on two items: updating articles of incorporation to align with the new commercial act (item 2-2) and the capital reserve deduction (item 9). These items would determine whether treasury shares can be used for ADR-related moves, with item 2-2 potentially enabling a path to ADR issuance.
ASICS' Japan Boom: More Than Just Tourism?
Q: What strategic moves could bolster performance in Japan outside of tourism?
Investing in flagship stores and direct retail, renovating key stores (like Ginza) and expanding in major cities (Osaka, Hakata), alongside growing e-commerce, could enhance brand equity and margins while attracting local customers.
ASICS' Japan Boom: More Than Just Tourism?
Q: In Japan, what's contributed to Asics' growth domestically and how sustainable is it beyond tourism?
Growth was driven largely by tourism and new direct-to-consumer store investments, with a path toward higher margins as the company shifts to owned retail and better store experiences, reducing reliance on traditional wholesale channels.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Smart Calls with Smartkarma

What is Smart Calls with Smartkarma about and what kind of topics does it cover?

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

Where can I find podcast stats for Smart Calls with Smartkarma?

Rephonic provides a wide range of podcast stats for Smart Calls with Smartkarma. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Smart Calls with Smartkarma and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Smart Calls with Smartkarma get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Smart Calls with Smartkarma, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Smart Calls with Smartkarma?

Rephonic provides comprehensive predictive audience data for Smart Calls with Smartkarma, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Smart Calls with Smartkarma have?

To see how many followers or subscribers Smart Calls with Smartkarma has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Smart Calls with Smartkarma?

These podcasts share a similar audience with Smart Calls with Smartkarma:

1. Odd Lots

How many episodes of Smart Calls with Smartkarma are there?

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.

How do I contact Smart Calls with Smartkarma?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Smart Calls with Smartkarma?

Rephonic pulls ratings and reviews for Smart Calls with Smartkarma from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Smart Calls with Smartkarma?

Rephonic provides full transcripts for episodes of Smart Calls with Smartkarma. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Smart Calls with Smartkarma?

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days