In this episode of Capital Horizons, Igor Yelnik and Jason Hsu engage in a lively and insightful conversation on investing in emerging markets.

They explore a wide range of critical topics, including navigating geopolitical risks, dealing with poor data quality, balancing short-term versus long-term forecasting, the demographic challenges shaping China’s future, investing in AI despite bubble concerns, and the importance of rule of law and operational costs in emerging market decisions.

Host: Igor Yelnik

Guest Speaker: Jason Hsu

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Instagram: @capitalhorizonspodcast

Facebook: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Amazon Music: capital-horizons---the-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

Rob Carver shares his expertise on trading futures strategies, joining Igor Yelnik to dive into both high-level concepts and technical execution. They explore various signal types, portfolio construction, and backtesting methodologies, while offering practical insights into managing trading costs and more.

Host: Igor Yelnik

Guest Speaker: Robert Carver

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Instagram: @capitalhorizonspodcast

Facebook: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Amazon Music: capital-horizons---the-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

How do you invest when you’re responsible for billions?

Richard Tomlinson, CIO of LPPI, sits down with Igor Yelnik to explore the key questions shaping institutional investing today: active vs passive, in-house vs outsourced, private vs public assets, defining risk, and building portfolios that can survive anything.

A thoughtful conversation on how big money is actually managed.

Host: Igor Yelnik

Guest Speaker: Richard Tomlinson

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Acast: capital-horizons-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Capital Horizons: The Podcast, Igor Yelnik dives into the world of critical minerals and how to trade them with Tomasz Nadrowski and Stuart Macliver of Amvest Capital.

They explore whether Greenland could become a major mining hub, how China came to dominate the market, why human capital in the West is declining, and why Europe’s situation is increasingly concerning. They also examine the reality behind Ukraine’s mineral resources - and, of course, how investors can profit from assets linked to critical minerals.

Host: Igor Yelnik

Guest Speaker: Tomasz Nadrowski and Stuart Macliver

Membership: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Acast: capital-horizons-podcast

Hosted on Acast. See acast.com/privacy for more information.

How did Lisa, a former actress, become a successful entrepreneur, and then a successful investor? What led her to sucess in her business? What are her investment principles? What does she expect from a founder? What have been her mistakes? How does she think about philantropy? How is she hoping to raise money to fight breast cancer (a spoiler: watch out for a podcast called "Off my chest").

Host: Igor Yelnik

Guest Speaker: Lisa Morris

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

As 2025 is rolling towards its end, enjoy the highlights of Capital Horizon The Podcast!

Many thanks to Diana Choyleva, James Butterfill, Jason Hsu, Patrick English, Arun Muralidhar, Rishi Narang, Evgeny Gokhberg, Tom Ducrot, Jim Liew, Justin Crump, Pascal Kummert, Maryam Torshizi, Andrew Beer, Sir Tony Brenton, Michael Oliver, Dennis Rivera, Francesco Filia, Amlan Roy, Jon Danielsson, Bilal Hafeez, Brunello Rosa, Alan Dunne, Mario Unali, Michael Azlen for sharing their perspectives.

Have a great holiday season and Happy New Year!

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Acast: capital-horizons-podcast

#CapitalHorizonsPodcast #Investing2025 #FinancePodcast #AIInvesting #GlobalMarkets #Geopolitics #MarketOutlook #FutureOfInvesting #HedgeFunds #MacroInvesting #EconomicTrends

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

Igor Yelnik interviews Evgeny Gokhberg, founder of Re7 Capital, for a candid conversation on DeFi and tokenisation. They unpack DeFi lending’s risk-reward tradeoff, why building a DeFi fund is far harder than it looks, who’s investing in this space, and why pension funds staying out might be a blessing. Plus—could 24/7 stock trading be the next big shift? Don’t miss it.

Host: Igor Yelnik

Guest Speaker: Evgeny Gokhberg

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Acast: capital-horizons-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

Igor Yelnik and Tom Ducrot of Futures Ratio discuss the futures market. How do people make money in futures? Who are investors in managed futures? Should investors put more capital into managed futures strategies? Why don't they? How are managed futures packaged in investable products?

Host: Igor Yelnik

Guest Speaker: Tom Ducrot

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Facebook: @capitalhorizonspodcast

Instagram: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Acast: capital-horizons-podcast

#futurestrading #futuresmarket #managedfutures #futuresinvesting #futuresstrategies #commoditytrading #systematictrading #ctastrategies #trendfollowing #hedgefunds #alternativeinvestments #derivativestrading

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.