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In this episode, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big opportunities across EM and innovation. Enjoy!
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Follow Amy: https://www.linkedin.com/in/amyoldenburg/
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Follow Forward Guidance: https://twitter.com/ForwardGuidance
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Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for 100 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
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This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
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Timestamps:
(00:00) Introduction
(04:06) How Emerging Markets Are Embracing Crypto
(06:34) Stablecoins Transforming Emerging Economies
(10:30) VanEck Ad
(11:13) Banks vs Stablecoins
(13:28) Hottest Trends Across EMs
(17:00) Innovation 3.0 in China & EMs
(17:39) VanEck Ad
(18:19) Innovation 3.0 in China & EMs
(20:41) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fiscal and market structure dynamics set the stage for a potential risk-asset melt-up. Enjoy!
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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
—
Join us at Digital Asset Summit in London October 13-15. Use code FORWARD200 for 200 OFF
https://blockworks.co/event/digital-asset-summit-2025-london
__
Weekly Roundup Charts: https://drive.google.com/file/d/1qHbnslxFOFZXswRiw0yv1JCyplgm8haE/view?usp=sharing
—
This Forward Guidance episode is brought to you by VanEck.
Learn more about the VanEck Semiconductor ETF (SMH):
http://vaneck.com/SMHFelix
Learn more about the VanEck Fabless Semiconductor ETF (SMHX):
vaneck.com/SMHXFelix
—
Timestamps:
(00:00) Introduction
(03:09) DAS London!
(04:06) Government Shutdown
(06:42) Labor Weakness Continues
(13:45) VanEck Ad
(14:31) Demographic Decay of Advanced Economies
(17:18) Are You Ready for Negative Real Yields?
(19:20) The Macro Stars Are Aligning
(24:40) Is it a Bubble or Not?
(29:53) VanEck Ad
(30:33) Is it a Bubble or Not?
(31:40) Gaming Out Trump Admin Policy
(38:06) Is there a Bear Case?
(41:27) Strong USD, Strong Economy
(43:52) Does the Bull Market Have Legs?
(51:14) Best Bear Case
(53:16) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
