Category: podcasts

In the sixth episode of Insiders and Outliers, Carlos Hardenberg, founder and portfolio manager of MCP, explains how on-the-ground research trips add an edge to MCP’s investment process, and draws on his recent visit to Vietnam to unpack the country’s rapid economic growth over the past few decades. He shares key insights into Vietnam’s vibrant technology sector, its rapid digitisation, its emergence as a manufacturing hub, and the addition of a new high-conviction Vietnamese holding following the trip.

To see our Podcast Policy go to www.mcp-em.com/podcast-policy

In the fifth episode of Insiders and Outliers, we dive into navigating market volatility in the wake of this August’s spike. MCP’s portfolio manager and founder, Carlos Hardenberg, shares insights from his decades of experience investing through major crises including the Asian financial crisis, the dotcom bubble, and the global financial crisis. We explore how volatility can present opportunities in undervalued companies, and examine the effects of interest rates, geopolitical risks, and currency fluctuations on market instability. Listen to the latest episode via the link below or on Spotify, Apple Podcasts and Soundcloud.

To see our Podcast Policy go to www.mcp-em.com/en/podcast-policy

In the fourth episode of ‘Insiders and Outliers’, Carlos Hardenberg, founder and portfolio manager of MCP, goes beyond the hype surrounding Gen-AI to explore its potential for delivering sustainable returns and making a truly meaningful impact on our lives. He explains the critical role that emerging markets play in the Gen-AI ecosystem, highlighting various portfolio companies that are leveraging and benefiting from Gen-AI advancements, including MCP itself!

To see our Podcast Policy go to www.mcp-em.com/en/podcast-policy

In the third episode of ‘Insiders and Outliers’, Carlos Hardenberg, Founder and Portfolio Manager of MCP, provides insights into the transformation of the emerging market consumer during his two decades of investing in emerging markets. He discusses the rise of e-commerce, changing consumer behaviour, the latest trends and opportunities for investors. Household incomes in selected countries have quadrupled over the past two decades, pointing to profound socio-economic changes and sustained GDP growth outpacing developed markets. Listen to the latest episode via the link below or on Spotify, Apple Podcasts and Soundcloud.

In the second episode of Insiders and Outliers – MCP on Emerging Markets founder and portfolio manager, Carlos Hardenberg, shares his insights into the semiconductor industry, set to be a $1 trillion market by 2030. Join us as we explore both Carlos’ history and current approach to investing, as well as his management of geopolitical risks in the semiconductor industry. We also discuss Asia’s ongoing leadership in the industry and the expanding range of semiconductor end markets.

You can listen to the episode on Spotify, Apple Podcasts and Soundcloud.

To see our Podcast Policy go to www.mcp-em.com/en/podcast-policy

We are delighted to introduce our investors to our new podcast called Insiders and Outliers – MCP on Emerging Markets. Monthly episodes will provide insights into our portfolio manager Carlos Hardenberg’s opinions on important matters across emerging markets. In our very first episode we discuss Taiwan’s recent election which took place on the 13th January 2024. For some interesting background into Taiwan’s political situation listen to our episode Taiwan – A Very Brief Overview. We hope you enjoy the episode and see you again next month!

You can listen to the episodes on Spotify, Apple Podcasts and SoundCloud.

To see our Podcast Policy go to www.mcp-em.com/en/podcast-policy

Listen to our episode Taiwan – A Very Brief Overview to learn how Taiwan’s recent history has influenced its current position on the world stage then refer back to Insiders and Outliers Episode 1: Taiwan after the Elections for our discussion with Carlos Hardenberg.

You can listen to the episodes on Spotify, Apple Podcasts and SoundCloud.

To see our Podcast Policy go to www.mcp-em.com/en/podcast-policy

In this German podcast which is part of the Blackpoint Sessions series “Inside Asset Management”,  Carlos Hardenberg, founder and fund manager at Mobius Capital Partners shares in-depth insights into the world of emerging market investing.

Listen to the podcast here.‍