Carlos Hardenberg features on a full episode of Killik and Co’s Investor Insights Podcast with Gordon Smith. Carlos reflects on MCP’s differentiated investment approach and the evolving opportunity set in emerging markets, highlighting how structural shifts, particularly in AI and market leadership, are creating new winners. He discusses the resilience of EM despite geopolitical risks, including Iran, shares insights from a recent research trip to India, and emphasises the importance of active stock selection and corporate engagement. The conversation also covers where MCP is finding high-conviction opportunities today, alongside a balanced view on risks and portfolio positioning.
Category: podcasts
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Das Mobius-Erbe – Carlos von Hardenberg über einen Ausnahme-Investor
Carlos von Hardenberg kommt zu Drescher & Cie und erinnert sich zusammen mit uns anlässlich des Todes des großen Schwellenländer-Fondsmanagers Dr. Mark Mobius an den Menschen, die Persönlichkeit, den Investor und sein Vermächtnis für die Nachwelt. Aus unserer Sicht ein gleichermaßen einfühlsames wie lehrreiches Gespräch für Anleger.
Anhören auf Apple Podcasts, Spotify, und Amazon Music.
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Carlos Hardenberg on the Money Makers Podcast
Carlos Hardenberg joins Jonathan Davis, host of the Money Makers Podcast and editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist You Award 2024 and 2025), to discuss – amongst other things – the ongoing impact of the Iran War on financial markets and the investment trusts sector.
You can listen to the episode on Apple Podcasts, Spotify, Amazon Music and Soundcloud.
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AJ Bell Money & Markets: Carlos Hardenberg on the Investment Trust Show
Carlos Hardenberg features on AJ Bell’s Money and Markets Podcast. Carlos speaks about dealing with political turmoil in emerging markets, and how he safeguards investments from it.
Listen on Spotify, Apple Podcasts, and YouTube Music
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On-The-Ground In Vietnam
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
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Understanding Market Volatility
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
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Gen-AI, Beyond the Hype
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
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The Emerging Markets Consumer
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.
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Decoding the Semiconductor Industry
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
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Introducing our new Podcast ‘Insiders and Outliers – MCP on Emerging Markets’
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