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Emso Talks

Emso Talks

Hosted by Emso Asset Management

Episodes

35

Latest episode

Dec 2024

Language

EN-US

About the show

Emso is an emerging markets fixed income asset manager, seeking to deliver superior risk-managed returns on fixed income investments in emerging markets. Emso's team combines decades of experience with a research-driven investment culture, analyzing the political, legal, economic, and technical aspects of investments to build portfolios for Emso's investors. The firm currently has approximately USD 5 billion under management across absolute return, liquid alternative, unconstrained long only, private credit, and customized strategies. Emso is employee-owned, with offices in London, Greenwich, and Miami, with approximately 75 employees.

Listen to episodes

35 recent
December 20, 202412 min

Brazil: Dominated by Fiscal Issues

Send us Fan MailEMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast.

December 20, 202413 min

Fika with Jens, episode 11

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 11th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

October 30, 202410 min

Fika with Jens, episode 10

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 10th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

September 17, 202412 min

Fika with Jens, episode 9

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

June 3, 202412 min

Emso Talks: Deep Dive into Brazil's Economic Landscape

Send us Fan MailEMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics.

May 24, 202414 min

Fika with Jens, episode 8

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

March 11, 202414 min

Insights on Mexico's Elections, Economic Policies, and Nearshoring

Send us Fan MailThis episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections.

February 20, 202411 min

Fika with Jens, episode 7

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

December 1, 202312 min

Fika with Jens, episode 6

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

October 4, 202311 min

Fika with Jens, episode 5

Send us Fan MailEMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.

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