Episodes: 58
Frequency: Monthly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Male
Listener location: United Kingdom
Publicly listed emails
clients@tellimer.com
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Duncan Wales - Founder and CEO of Tellimer, an AI-powered platform providing data and analysis on emerging and frontier economies.
Mohamad Al-Ississ - Geopolitical Fragmentation, Emerging-market Strategy, Sovereign Risk, Artificial Intelligence Infrastructure, Energy Policy, And Corridor Economies.
Alaa Bushehri - Emerging-market Debt, Monetary Cycles, Local- Versus Hard-currency Investing, De-dollarisation, And Country-specific Opportunities.
The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers
September 25, 2026
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 concen...
Emerging Markets first-half review: Venezuela, Greenland, Iran, Ukraine, inflation, and the Outlook for H2 2026
July 10, 2026
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 o...
Geopolitics, AI, and the End of Cheap Stability: A Strategy for Permanent Friction
May 27, 2026
Dr Mohamad Al-Ississ, Macro and Geopolitical Strategist and former Finance Minister of Jordan, joins Tellimer Founder and CEO Duncan Wales to examine how a new era of geopolitical fragmentation is fundamentally reshaping the calculus for emerging market investors, sovereigns and corporations. Drawing on Mohamad's decade of leading Jordan's fiscal and economic policy, and his subsequent work advising boards and institutions on macro strategy and sovereign risk, the conversation examines why th...
Global Macro Update · High booking difficulty · 100 - 1,000 listeners
The Short and Long · High booking difficulty · 100 - 1,000 listeners
The Emerging Markets Podcast by Tellimer is hosted by Duncan Wales. Its publicly listed email is clients@tellimer.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for The Emerging Markets Podcast by Tellimer: clients@tellimer.com.
Podseeker estimates The Emerging Markets Podcast by Tellimer reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
The Emerging Markets Podcast by Tellimer typically books industry leaders. Typical guest background: Senior policymakers, former government ministers, emerging-market investment executives, sovereign-risk advisers, and macroeconomic or geopolitical strategists with substantial institutional experience. Common among recent guests: Former national finance minister or senior government official; Leadership of emerging-market debt or investment platforms at major financial institutions; Advisory work for boards, corporations, or institutional investors on macro strategy and sovereign risk. Recent guests include Mohamad Al-Ississ and Alaa Bushehri.
High. It mostly books established leaders in its field.
Recent episodes cover Emerging Markets, Geopolitics, Sovereign Debt, Macroeconomics, and Investing. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
clients@tellimer.com
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